UBS Group
ADFI

UBS Group’s Anfield Dynamic Fixed Income ETF ADFI Stock Holding History

UBS Group’s Portfolio ADFI Stock Details ADFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,709
Closed -$14.7K – 10411
2025
Q4 		$14.7K Buy
1,709
+1,610
+1,626% +$13.9K ﹤0.01% 7985
2025
Q3 		$851 Sell
99
-7,051
-99% -$60.2K ﹤0.01% 9518
2025
Q2 		$61K Sell
7,150
-220
-3% -$1.86K ﹤0.01% 7611
2025
Q1 		$62.7K Buy
7,370
+1,286
+21% +$10.9K ﹤0.01% 7405
2024
Q4 		$51.1K Buy
6,084
+6,044
+15,110% +$51.7K ﹤0.01% 7276
2024
Q3 		$351 Buy
+40
New +$347 ﹤0.01% 8986
2024
Q2 		– Sell
-11,069
Closed -$94.4K – 9465
2024
Q1 		$94.4K Buy
11,069
+8,162
+281% +$69.6K ﹤0.01% 6252
2023
Q4 		$25K Buy
2,907
+1,494
+106% +$12.4K ﹤0.01% 6964
2023
Q3 		$11.6K Sell
1,413
-2,110
-60% -$17.7K ﹤0.01% 7048
2023
Q2 		$29.8K Buy
3,523
+3,152
+850% +$26.8K ﹤0.01% 6721
2023
Q1 		$3.17K Sell
371
-1,914
-84% -$16.3K ﹤0.01% 8364
2022
Q4 		$19K Sell
2,285
-267
-10% -$2.22K ﹤0.01% 7703
2022
Q3 		$21K Sell
2,552
-48
-2% -$410 ﹤0.01% 7309
2022
Q2 		$22K Buy
+2,600
New +$22.6K ﹤0.01% 6739
2021
Q4 		– Sell
-1,353
Closed -$13K – 10213
2021
Q3 		$13K Buy
+1,353
New +$13.2K ﹤0.01% 7649
2021
Q2 		– Sell
-88
Closed -$1K – 9337
2021
Q1 		$1K Buy
+88
New +$860 ﹤0.01% 8740

Other funds holding ADFI

FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return
JMA
J.M. Arbour Gardiner, Maine $104M AUM
MWM
Mosley Wealth Management Anaheim, California $221M AUM
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
TIA
TCFG Investment Advisors Laguna Niguel, California $297M AUM
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM

UBS Group's ADFI Position: Q1 2026 in Review

UBS Group sold out of Anfield Dynamic Fixed Income ETF (ADFI) in Q1 2026, closing a stake of 1,709 shares — an estimated $14.7K sold.

UBS Group first reported a position in ADFI in Q1 2021 and held it in 16 quarters. The position peaked at $94.4K in Q1 2024. 15 funds tracked by Wall St. Rank hold ADFI as of Q1 2026.

  • UBS Group reported no remaining Anfield Dynamic Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 1,709 Anfield Dynamic Fixed Income ETF shares in Q1 2026, an estimated $14.7K.
  • UBS Group first reported a position in Anfield Dynamic Fixed Income ETF in Q1 2021 and held it in 16 quarters.
  • UBS Group's Anfield Dynamic Fixed Income ETF position peaked at $94.4K in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Anfield Dynamic Fixed Income ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.