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Strategic Blueprint’s Avantis Core Fixed Income ETF AVIG Stock Holding History

Strategic Blueprint’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
2024
Q4 		– Sell
-86,727
Closed -$3.69M – 663
2024
Q3 		$3.69M Sell
86,727
-395
-0.5% -$16.5K 0.23% 101
2024
Q2 		$3.55M Buy
87,122
+1,502
+2% +$61K 0.24% 97
2024
Q1 		$3.53M Buy
85,620
+636
+0.7% +$26.2K 0.25% 94
2023
Q4 		$3.55M Buy
84,984
+2,044
+2% +$81.9K 0.29% 84
2023
Q3 		$3.29M Sell
82,940
-491
-0.6% -$19.9K 0.3% 77
2023
Q2 		$3.45M Buy
83,431
+3,526
+4% +$147K 0.33% 69
2023
Q1 		$3.37M Sell
79,905
-1,529
-2% -$63.8K 0.35% 69
2022
Q4 		$3.34M Buy
81,434
+5,589
+7% +$228K 0.39% 62
2022
Q3 		$3.07M Sell
75,845
-882
-1% -$37.7K 0.37% 63
2022
Q2 		$3.29M Buy
76,727
+9,007
+13% +$391K 0.41% 63
2022
Q1 		$3.07M Buy
+67,720
New +$3.17M 0.36% 72

Other funds holding AVIG

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HIGP
Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
PLFA
Pacific Life Fund Advisors Newport Beach, California $871M AUM 16.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
RCG
Regatta Capital Group El Segundo, California $661M AUM 17.85% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Strategic Blueprint's AVIG Position: Q4 2024 in Review

Strategic Blueprint sold out of Avantis Core Fixed Income ETF (AVIG) in Q4 2024, closing a stake of 86,727 shares — an estimated $3.69M sold.

Strategic Blueprint first reported a position in AVIG in Q1 2022 and held it in 11 quarters. The position peaked at $3.69M in Q3 2024. 120 funds tracked by Wall St. Rank hold AVIG as of Q4 2024.

  • Strategic Blueprint reported no remaining Avantis Core Fixed Income ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Blueprint sold 86,727 Avantis Core Fixed Income ETF shares in Q4 2024, an estimated $3.69M.
  • Strategic Blueprint first reported a position in Avantis Core Fixed Income ETF in Q1 2022 and held it in 11 quarters.
  • Strategic Blueprint's Avantis Core Fixed Income ETF position peaked at $3.69M in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Avantis Core Fixed Income ETF as of Q4 2024.

Based on Strategic Blueprint's 13F filing for Q4 2024, filed 23 Jan 2025.