Advisor Group’s Inspire Corporate Bond ETF IBD Stock Holding History

Advisor Group’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
2019 Q4	$38K	Buy	1,496 +83	+6%	+$2.14K	﹤0.01%	3601
2019 Q3	$36K	Buy	1,413 +271	+24%	+$6.96K	﹤0.01%	3603
2019 Q2	$29K	Sell	1,142 -345	-23%	-$8.7K	﹤0.01%	3724
2019 Q1	$38K	Buy	1,487 +288	+24%	+$7.12K	﹤0.01%	3568
2018 Q4	$29K	Buy	1,199 +14	+1%	+$341	﹤0.01%	3552
2018 Q3	$29K	Buy	1,185 +812	+218%	+$19.8K	﹤0.01%	3654
2018 Q2	$9K	Sell	373 -12	-3%	-$293	﹤0.01%	4120
2018 Q1	$9K	Buy	385 +140	+57%	+$3.48K	﹤0.01%	4138
2017 Q4	$6K	Buy	+245	New	+$6.17K	﹤0.01%	4341

Other funds holding IBD

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Group's IBD Position: Q4 2019 in Review

Advisor Group increased its Inspire Corporate Bond ETF (IBD) stake by 5.9% in Q4 2019, buying an estimated $2.14K and bringing the position to 1,496 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #3601.

Advisor Group first reported a position in IBD in Q4 2017 and has held it in 9 quarters since. 32 funds tracked by Wall St. Rank hold IBD as of Q4 2019.

Advisor Group held 1,496 shares of Inspire Corporate Bond ETF worth $38K as of Q4 2019.
Advisor Group bought 83 Inspire Corporate Bond ETF shares in Q4 2019, an estimated $2.14K.
Inspire Corporate Bond ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3601 holding.
Advisor Group first reported a position in Inspire Corporate Bond ETF in Q4 2017 and has held it in 9 quarters since.
32 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.