IWM
AVIG icon

IHT Wealth Management’s Avantis Core Fixed Income ETF AVIG Stock Holding History

IHT Wealth Management’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
Q2 		$2.75M Sell
66,435
-1,194
-2% -$49.5K 0.06% 322
2026
Q1 		$2.81M Buy
67,629
+10,260
+18% +$430K 0.07% 300
2025
Q4 		$2.41M Buy
57,369
+8,259
+17% +$347K 0.06% 302
2025
Q3 		$2.07M Sell
49,110
-15,255
-24% -$636K 0.05% 329
2025
Q2 		$2.68M Buy
64,365
+10,916
+20% +$447K 0.07% 258
2025
Q1 		$2.21M Buy
53,449
+2,047
+4% +$83.7K 0.07% 270
2024
Q4 		$2.09M Buy
+51,402
New +$2.12M 0.07% 266

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $744M AUM 21.27% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

IHT Wealth Management's AVIG Position: Q2 2026 in Review

IHT Wealth Management reduced its Avantis Core Fixed Income ETF (AVIG) stake by 1.8% in Q2 2026, selling an estimated $49.5K and leaving 66,435 shares worth $2.75M. The position accounts for 0.06% of the portfolio, ranked #322.

IHT Wealth Management first reported a position in AVIG in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.81M in Q1 2026. 180 funds tracked by Wall St. Rank hold AVIG as of Q2 2026.

  • IHT Wealth Management held 66,435 shares of Avantis Core Fixed Income ETF worth $2.75M as of Q2 2026.
  • IHT Wealth Management sold 1,194 Avantis Core Fixed Income ETF shares in Q2 2026, an estimated $49.5K.
  • Avantis Core Fixed Income ETF made up 0.06% of IHT Wealth Management's portfolio in Q2 2026, its #322 holding.
  • IHT Wealth Management first reported a position in Avantis Core Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • IHT Wealth Management's Avantis Core Fixed Income ETF position peaked at $2.81M in Q1 2026.
  • 180 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.