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TFB Advisors’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

TFB Advisors’s Portfolio AVSF Stock Details AVSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-7,879
Closed -$364K – 314
2024
Q2 		$364K Sell
7,879
-2,341
-23% -$108K 0.12% 189
2024
Q1 		$467K Sell
10,220
-7,307
-42% -$338K 0.17% 138
2023
Q4 		$813K Buy
+17,527
New +$802K 0.42% 57
2023
Q3 		– Sell
-8,723
Closed -$400K – 120
2023
Q2 		$400K Buy
+8,723
New +$402K 0.17% 137

Other funds holding AVSF

VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
PP
PrairieView Partners St. Paul, Minnesota $1.03B AUM 11.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
WWP
WR Wealth Planners Columbia, Missouri $311M AUM 18.22% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
FVIM
Fort Vancouver Investment Management Vancouver, Washington $197M AUM 19.92% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

TFB Advisors's AVSF Position: Q3 2024 in Review

TFB Advisors sold out of Avantis Short-Term Fixed Income ETF (AVSF) in Q3 2024, closing a stake of 7,879 shares — an estimated $364K sold.

TFB Advisors first reported a position in AVSF in Q2 2023 and held it in 4 quarters. The position peaked at $813K in Q4 2023. 53 funds tracked by Wall St. Rank hold AVSF as of Q3 2024.

  • TFB Advisors reported no remaining Avantis Short-Term Fixed Income ETF position as of Q3 2024 after selling out during the quarter.
  • TFB Advisors sold 7,879 Avantis Short-Term Fixed Income ETF shares in Q3 2024, an estimated $364K.
  • TFB Advisors first reported a position in Avantis Short-Term Fixed Income ETF in Q2 2023 and held it in 4 quarters.
  • TFB Advisors's Avantis Short-Term Fixed Income ETF position peaked at $813K in Q4 2023.
  • 53 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q3 2024.

Based on TFB Advisors's 13F filing for Q3 2024, filed 31 Oct 2024.