5L
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55I LLC’s Inspire Corporate Bond ETF IBD Stock Holding History

55I LLC’s Portfolio IBD Stock Details IBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-7,883
Closed -$207K – 273
2020
Q2 		$207K Sell
7,883
-578
-7% -$14.8K 0.03% 197
2020
Q1 		$215K Sell
8,461
-873
-9% -$22.2K 0.06% 154
2019
Q4 		$240K Buy
+9,334
New +$240K 0.1% 128

Other funds holding IBD

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

55I LLC's IBD Position: Q3 2020 in Review

55I LLC sold out of Inspire Corporate Bond ETF (IBD) in Q3 2020, closing a stake of 7,883 shares — an estimated $207K sold.

55I LLC first reported a position in IBD in Q4 2019 and held it in 3 quarters. The position peaked at $240K in Q4 2019. 34 funds tracked by Wall St. Rank hold IBD as of Q3 2020.

  • 55I LLC reported no remaining Inspire Corporate Bond ETF position as of Q3 2020 after selling out during the quarter.
  • 55I LLC sold 7,883 Inspire Corporate Bond ETF shares in Q3 2020, an estimated $207K.
  • 55I LLC first reported a position in Inspire Corporate Bond ETF in Q4 2019 and held it in 3 quarters.
  • 55I LLC's Inspire Corporate Bond ETF position peaked at $240K in Q4 2019.
  • 34 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2020.

Based on 55I LLC's 13F filing for Q3 2020, filed 29 Oct 2020.