Baird Financial Group
AVIG icon

Baird Financial Group’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Baird Financial Group’s Portfolio AVIG Stock Details AVIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$257K Sell
6,216
-113
-2% -$4.68K ﹤0.01% 1787
2026
Q1 		$263K Sell
6,329
-981
-13% -$41.2K ﹤0.01% 1682
2025
Q4 		$306K Buy
7,310
+104
+1% +$4.38K ﹤0.01% 1628
2025
Q3 		$303K Sell
7,206
-817
-10% -$34K ﹤0.01% 1634
2025
Q2 		$334K Hold
8,023
– – ﹤0.01% 1545
2025
Q1 		$332K Buy
8,023
+1,838
+30% +$75.2K ﹤0.01% 1525
2024
Q4 		$251K Buy
6,185
+604
+11% +$25K ﹤0.01% 1617
2024
Q3 		$237K Buy
+5,581
New +$234K ﹤0.01% 1618

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

Baird Financial Group's AVIG Position: Q2 2026 in Review

Baird Financial Group reduced its Avantis Core Fixed Income ETF (AVIG) stake by 1.8% in Q2 2026, selling an estimated $4.68K and leaving 6,216 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1787.

Baird Financial Group first reported a position in AVIG in Q3 2024 and has held it in 8 quarters since. The position peaked at $334K in Q2 2025. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • Baird Financial Group held 6,216 shares of Avantis Core Fixed Income ETF worth $257K as of Q2 2026.
  • Baird Financial Group sold 113 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $4.68K.
  • Avantis Core Fixed Income ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1787 holding.
  • Baird Financial Group first reported a position in Avantis Core Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • Baird Financial Group's Avantis Core Fixed Income ETF position peaked at $334K in Q2 2025.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.