KW
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KWB Wealth’s Avantis Core Fixed Income ETF AVIG Stock Holding History

KWB Wealth’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
Q4 		– Sell
-5,410
Closed -$225K – 177
2025
Q3 		$225K Sell
5,410
-82
-1% -$3.42K 0.02% 141
2025
Q2 		$227K Sell
5,492
-617
-10% -$25.3K 0.03% 150
2025
Q1 		$248K Buy
6,109
+298
+5% +$12.2K 0.03% 136
2024
Q4 		$247K Sell
5,811
-241
-4% -$9.96K 0.03% 130
2024
Q3 		$247K Buy
+6,052
New +$253K 0.03% 118

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
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $980M AUM 22.33% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $910M AUM 20.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return

KWB Wealth's AVIG Position: Q4 2025 in Review

KWB Wealth sold out of Avantis Core Fixed Income ETF (AVIG) in Q4 2025, closing a stake of 5,410 shares — an estimated $225K sold.

KWB Wealth first reported a position in AVIG in Q3 2024 and held it in 5 quarters. The position peaked at $248K in Q1 2025. 155 funds tracked by Wall St. Rank hold AVIG as of Q4 2025.

  • KWB Wealth reported no remaining Avantis Core Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • KWB Wealth sold 5,410 Avantis Core Fixed Income ETF shares in Q4 2025, an estimated $225K.
  • KWB Wealth first reported a position in Avantis Core Fixed Income ETF in Q3 2024 and held it in 5 quarters.
  • KWB Wealth's Avantis Core Fixed Income ETF position peaked at $248K in Q1 2025.
  • 155 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q4 2025.

Based on KWB Wealth's 13F filing for Q4 2025, filed 12 Jan 2026.