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IAG Wealth Partners’s Avantis Core Fixed Income ETF AVIG Stock Holding History

IAG Wealth Partners’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
2022
Q2 		– Sell
-624
Closed -$28K – 436
2022
Q1 		$28K Buy
+624
New +$29.2K 0.01% 187

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BWS
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Jane Street
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AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return

IAG Wealth Partners's AVIG Position: Q2 2022 in Review

IAG Wealth Partners sold out of Avantis Core Fixed Income ETF (AVIG) in Q2 2022, closing a stake of 624 shares — an estimated $28K sold.

IAG Wealth Partners first reported a position in AVIG in Q1 2022 and held it in 1 quarter. The position peaked at $28K in Q1 2022. 36 funds tracked by Wall St. Rank hold AVIG as of Q2 2022.

  • IAG Wealth Partners reported no remaining Avantis Core Fixed Income ETF position as of Q2 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 624 Avantis Core Fixed Income ETF shares in Q2 2022, an estimated $28K.
  • IAG Wealth Partners first reported a position in Avantis Core Fixed Income ETF in Q1 2022 and held it in 1 quarter.
  • IAG Wealth Partners's Avantis Core Fixed Income ETF position peaked at $28K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2022.

Based on IAG Wealth Partners's 13F filing for Q2 2022, filed 3 Aug 2022.