Beaird Harris Wealth Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Beaird Harris Wealth Management’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	$491K	Hold	11,865	–	–	0.03%	96
2026 Q1	$493K	Sell	11,865 -243	-2%	-$10.2K	0.03%	95
2025 Q4	$508K	Buy	12,108 +250	+2%	+$10.5K	0.04%	90
2025 Q3	$499K	Sell	11,858 -12	-0.1%	-$500	0.04%	93
2025 Q2	$494K	Sell	11,870 -150	-1%	-$6.15K	0.04%	91
2025 Q1	$498K	Sell	12,020 -336	-3%	-$13.7K	0.04%	83
2024 Q4	$501K	Hold	12,356	–	–	0.04%	86
2024 Q3	$525K	Sell	12,356 -40	-0.3%	-$1.67K	0.05%	86
2024 Q2	$506K	Sell	12,396 -1,548	-11%	-$62.9K	0.05%	76
2024 Q1	$575K	Buy	13,944 +2,804	+25%	+$116K	0.06%	70
2023 Q4	$466K	Buy	+11,140	New	+$447K	0.05%	69

Other funds holding AVIG

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Beaird Harris Wealth Management's AVIG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Avantis Core Fixed Income ETF (AVIG) position steady in Q2 2026 at 11,865 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #96.

Beaird Harris Wealth Management first reported a position in AVIG in Q4 2023 and has held it in 11 quarters since. The position peaked at $575K in Q1 2024. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

Beaird Harris Wealth Management held 11,865 shares of Avantis Core Fixed Income ETF worth $491K as of Q2 2026.
Beaird Harris Wealth Management left its Avantis Core Fixed Income ETF share count unchanged in Q2 2026.
Avantis Core Fixed Income ETF made up 0.03% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #96 holding.
Beaird Harris Wealth Management first reported a position in Avantis Core Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
Beaird Harris Wealth Management's Avantis Core Fixed Income ETF position peaked at $575K in Q1 2024.
180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.