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Bridge Advisory’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Bridge Advisory’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
2024
Q3 		$255K Buy
5,999
+69
+1% +$2.89K 0.12% 86
2024
Q2 		$242K Sell
5,930
-4,632
-44% -$188K 0.12% 89
2024
Q1 		$436K Buy
10,562
+78
+0.7% +$3.21K 0.22% 72
2023
Q4 		$439K Sell
10,484
-4,486
-30% -$180K 0.22% 78
2023
Q3 		$593K Buy
14,970
+185
+1% +$7.51K 0.21% 85
2023
Q2 		$611K Buy
14,785
+2,090
+16% +$87.1K 0.22% 77
2023
Q1 		$535K Buy
12,695
+40
+0.3% +$1.67K 0.21% 78
2022
Q4 		$519K Buy
12,655
+1,511
+14% +$61.7K 0.22% 77
2022
Q3 		$451K Sell
11,144
-12,994
-54% -$555K 0.22% 75
2022
Q2 		$1.04M Buy
24,138
+4,906
+26% +$213K 0.5% 48
2022
Q1 		$872K Buy
19,232
+4,941
+35% +$231K 0.38% 48
2021
Q4 		$697K Buy
14,291
+7,543
+112% +$369K 0.32% 53
2021
Q3 		$332K Buy
6,748
+2,244
+50% +$111K 0.16% 66
2021
Q2 		$222K Buy
+4,504
New +$220K 0.11% 77

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Bridge Advisory's AVIG Position: Q3 2024 in Review

Bridge Advisory increased its Avantis Core Fixed Income ETF (AVIG) stake by 1.2% in Q3 2024, buying an estimated $2.89K and bringing the position to 5,999 shares worth $255K. The position accounts for 0.12% of the portfolio, ranked #86.

Bridge Advisory first reported a position in AVIG in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.04M in Q2 2022. 112 funds tracked by Wall St. Rank hold AVIG as of Q3 2024.

  • Bridge Advisory held 5,999 shares of Avantis Core Fixed Income ETF worth $255K as of Q3 2024.
  • Bridge Advisory bought 69 Avantis Core Fixed Income ETF shares in Q3 2024, an estimated $2.89K.
  • Avantis Core Fixed Income ETF made up 0.12% of Bridge Advisory's portfolio in Q3 2024, its #86 holding.
  • Bridge Advisory first reported a position in Avantis Core Fixed Income ETF in Q2 2021 and has held it in 14 quarters since.
  • Bridge Advisory's Avantis Core Fixed Income ETF position peaked at $1.04M in Q2 2022.
  • 112 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.