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

Ehrlich 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
2025
Q2 		– Sell
-26,734
Closed -$1.11M – 110
2025
Q1 		$1.11M Sell
26,734
-9,025
-25% -$369K 0.81% 41
2024
Q4 		$1.45M Sell
35,759
-57,937
-62% -$2.39M 1.03% 26
2024
Q3 		$3.98M Buy
93,696
+81,050
+641% +$3.39M 2.84% 8
2024
Q2 		$516K Sell
12,646
-682
-5% -$27.7K 0.41% 48
2024
Q1 		$550K Sell
13,328
-8,351
-39% -$344K 0.46% 49
2023
Q4 		$907K Buy
+21,679
New +$869K 0.91% 29

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
EWM
Echo Wealth Management Plymouth, Minnesota $174M AUM 12.5% 1-Year Est. Return

Ehrlich Financial Group's AVIG Position: Q2 2025 in Review

Ehrlich Financial Group sold out of Avantis Core Fixed Income ETF (AVIG) in Q2 2025, closing a stake of 26,734 shares — an estimated $1.11M sold.

Ehrlich Financial Group first reported a position in AVIG in Q4 2023 and held it in 6 quarters. The position peaked at $3.98M in Q3 2024. 128 funds tracked by Wall St. Rank hold AVIG as of Q2 2025.

  • Ehrlich Financial Group reported no remaining Avantis Core Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Ehrlich Financial Group sold 26,734 Avantis Core Fixed Income ETF shares in Q2 2025, an estimated $1.11M.
  • Ehrlich Financial Group first reported a position in Avantis Core Fixed Income ETF in Q4 2023 and held it in 6 quarters.
  • Ehrlich Financial Group's Avantis Core Fixed Income ETF position peaked at $3.98M in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2025.

Based on Ehrlich Financial Group's 13F filing for Q2 2025, filed 8 Jul 2025.