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Tortoise Investment Management’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-2,040
Closed -$96.3K – 340
2025
Q3 		$96.3K Hold
2,040
– – 0.01% 316
2025
Q2 		$95.9K Hold
2,040
– – 0.01% 301
2025
Q1 		$95.3K Hold
2,040
– – 0.01% 293
2024
Q4 		$94.1K Hold
2,040
– – 0.01% 323
2024
Q3 		$96.1K Sell
2,040
-1,250
-38% -$58.4K 0.01% 319
2024
Q2 		$152K Sell
3,290
-726
-18% -$33.4K 0.02% 253
2024
Q1 		$186K Buy
4,016
+216
+6% +$9.99K 0.02% 225
2023
Q4 		$176K Hold
3,800
– – 0.02% 219
2023
Q3 		$173K Buy
3,800
+750
+25% +$34.3K 0.03% 208
2023
Q2 		$140K Hold
3,050
– – 0.02% 241
2023
Q1 		$141K Sell
3,050
-3,710
-55% -$171K 0.02% 224
2022
Q4 		$310K Hold
6,760
– – 0.05% 160
2022
Q3 		$308K Sell
6,760
-50
-0.7% -$2.33K 0.06% 154
2022
Q2 		$319K Buy
6,810
+5,200
+323% +$244K 0.06% 144
2022
Q1 		$77K Hold
1,610
– – 0.01% 256
2021
Q4 		$80K Buy
+1,610
New +$79.8K 0.02% 236

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SC
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VFP
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FPI
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SW
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Envestnet Asset Management
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Creative Planning
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PLFA
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WAG
Wilkerson Advisory Group Columbia, Missouri $291M AUM
MWM
Mattern Wealth Management Lawrence, Kansas $513M AUM 17.04% 1-Year Est. Return
FJWM
Ferguson Johnson Wealth Management Rockville, Maryland $123M AUM