Herold Advisors’s Avantis Credit ETF AVGB Stock Holding History

Herold Advisors’s Portfolio AVGB Stock Details AVGB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.08M	Buy	21,317 +8,167	+62%	+$416K	0.24%	101
2025 Q4	$668K	Buy	+13,150	New	+$677K	0.15%	145

Other funds holding AVGB

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

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

WRPWM

Werba Rubin Papier Wealth Management San Jose, California $718M AUM 19.97% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Herold Advisors's AVGB Position: Q1 2026 in Review

Herold Advisors increased its Avantis Credit ETF (AVGB) stake by 62% in Q1 2026, buying an estimated $416K and bringing the position to 21,317 shares worth $1.08M. The position accounts for 0.24% of the portfolio, ranked #101.

Herold Advisors first reported a position in AVGB in Q4 2025 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold AVGB as of Q1 2026.

Herold Advisors held 21,317 shares of Avantis Credit ETF worth $1.08M as of Q1 2026.
Herold Advisors bought 8,167 Avantis Credit ETF shares in Q1 2026, an estimated $416K.
Avantis Credit ETF made up 0.24% of Herold Advisors's portfolio in Q1 2026, its #101 holding.
Herold Advisors first reported a position in Avantis Credit ETF in Q4 2025 and has held it in 2 quarters since.
6 funds tracked by Wall St. Rank held Avantis Credit ETF as of Q1 2026.

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