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Trailhead Planners’s Avantis Short-Term Fixed Income ETF AVSF Stock Holding History

Trailhead Planners’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
2026
Q2 		$382K Sell
8,197
-843
-9% -$39.3K 0.37% 41
2026
Q1 		$423K Buy
9,040
+599
+7% +$28.2K 0.41% 35
2025
Q4 		$397K Buy
+8,441
New +$398K 0.39% 36

Other funds holding AVSF

MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
FPI
Financial Plan Inc Bellingham, Washington $1.05B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Trailhead Planners's AVSF Position: Q2 2026 in Review

Trailhead Planners reduced its Avantis Short-Term Fixed Income ETF (AVSF) stake by 9.3% in Q2 2026, selling an estimated $39.3K and leaving 8,197 shares worth $382K. The position accounts for 0.37% of the portfolio, ranked #41.

Trailhead Planners first reported a position in AVSF in Q4 2025 and has held it in 3 quarters since. The position peaked at $423K in Q1 2026. 91 funds tracked by Wall St. Rank hold AVSF as of Q2 2026.

  • Trailhead Planners held 8,197 shares of Avantis Short-Term Fixed Income ETF worth $382K as of Q2 2026.
  • Trailhead Planners sold 843 Avantis Short-Term Fixed Income ETF shares in Q2 2026, an estimated $39.3K.
  • Avantis Short-Term Fixed Income ETF made up 0.37% of Trailhead Planners's portfolio in Q2 2026, its #41 holding.
  • Trailhead Planners first reported a position in Avantis Short-Term Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Trailhead Planners's Avantis Short-Term Fixed Income ETF position peaked at $423K in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Avantis Short-Term Fixed Income ETF as of Q2 2026.

Based on Trailhead Planners's 13F filing for Q2 2026, filed 6 Aug 2026.