Cardiff Park Advisors’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Cardiff Park Advisors’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 Q1	$191K	Hold	4,595	–	–	0.02%	286
2025 Q4	$193K	Hold	4,595	–	–	0.02%	274
2025 Q3	$193K	Hold	4,595	–	–	0.01%	291
2025 Q2	$191K	Hold	4,595	–	–	0.02%	263
2025 Q1	$190K	Sell	4,595 -13,700	-75%	-$561K	0.02%	261
2024 Q4	$742K	Hold	18,295	–	–	0.07%	127
2024 Q3	$778K	Hold	18,295	–	–	0.07%	119
2024 Q2	$746K	Sell	18,295 -3,500	-16%	-$142K	0.07%	122
2024 Q1	$899K	Hold	21,795	–	–	0.09%	111
2023 Q4	$912K	Sell	21,795 -2,800	-11%	-$112K	0.1%	100
2023 Q3	$975K	Hold	24,595	–	–	0.12%	87
2023 Q2	$1.02M	Hold	24,595	–	–	0.12%	87
2023 Q1	$1.04M	Hold	24,595	–	–	0.14%	86
2022 Q4	$1.01M	Buy	24,595 +20,000	+435%	+$816K	0.14%	91
2022 Q3	$186K	Hold	4,595	–	–	0.03%	232
2022 Q2	$197K	Hold	4,595	–	–	0.03%	230
2022 Q1	$208K	Hold	4,595	–	–	0.03%	226
2021 Q4	$224K	Buy	+4,595	New	+$225K	0.03%	225

Other funds holding AVIG

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

VFP

Verus Financial Partners Richmond, Virginia $1.11B AUM 13.11% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GVAG

Great Valley Advisor Group Wilmington, Delaware $5.5B AUM 20.56% 1-Year Est. Return

RCG

Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Cardiff Park Advisors's AVIG Position: Q1 2026 in Review

Cardiff Park Advisors held its Avantis Core Fixed Income ETF (AVIG) position steady in Q1 2026 at 4,595 shares worth $191K. The position accounts for 0.02% of the portfolio, ranked #286.

Cardiff Park Advisors first reported a position in AVIG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.04M in Q1 2023. 178 funds tracked by Wall St. Rank hold AVIG as of Q1 2026.

Cardiff Park Advisors held 4,595 shares of Avantis Core Fixed Income ETF worth $191K as of Q1 2026.
Cardiff Park Advisors left its Avantis Core Fixed Income ETF share count unchanged in Q1 2026.
Avantis Core Fixed Income ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q1 2026, its #286 holding.
Cardiff Park Advisors first reported a position in Avantis Core Fixed Income ETF in Q4 2021 and has held it in 18 quarters since.
Cardiff Park Advisors's Avantis Core Fixed Income ETF position peaked at $1.04M in Q1 2023.
178 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.