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

Ironwood Financial’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
2021
Q4 		– Sell
-1,030
Closed -$51K – 155
2021
Q3 		$51K Hold
1,030
– – 0.01% 193
2021
Q2 		$51K Buy
1,030
+675
+190% +$33K 0.02% 187
2021
Q1 		$17K Buy
+355
New +$17.5K 0.01% 279

Other funds holding AVIG

BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
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
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $809M AUM 19.33% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return

Ironwood Financial's AVIG Position: Q4 2021 in Review

Ironwood Financial sold out of Avantis Core Fixed Income ETF (AVIG) in Q4 2021, closing a stake of 1,030 shares — an estimated $51K sold.

Ironwood Financial first reported a position in AVIG in Q1 2021 and held it in 3 quarters. The position peaked at $51K in Q3 2021. 28 funds tracked by Wall St. Rank hold AVIG as of Q4 2021.

  • Ironwood Financial reported no remaining Avantis Core Fixed Income ETF position as of Q4 2021 after selling out during the quarter.
  • Ironwood Financial sold 1,030 Avantis Core Fixed Income ETF shares in Q4 2021, an estimated $51K.
  • Ironwood Financial first reported a position in Avantis Core Fixed Income ETF in Q1 2021 and held it in 3 quarters.
  • Ironwood Financial's Avantis Core Fixed Income ETF position peaked at $51K in Q3 2021.
  • 28 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.