ADL
IBD icon

Asset Dedication LLC’s Inspire Corporate Bond ETF IBD Stock Holding History

Asset Dedication 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
2022
Q4 		– Sell
-382
Closed -$9K – 1057
2022
Q3 		$9K Hold
382
– – ﹤0.01% 643
2022
Q2 		$9K Hold
382
– – ﹤0.01% 356
2022
Q1 		$9K Hold
382
– – ﹤0.01% 666
2021
Q4 		$10K Hold
382
– – ﹤0.01% 650
2021
Q3 		$10K Buy
382
+30
+9% +$791 ﹤0.01% 694
2021
Q2 		$9K Buy
+352
New +$9.2K ﹤0.01% 639
2021
Q1 		– Sell
-322
Closed -$9K – 714
2020
Q4 		$9K Buy
322
+10
+3% +$264 ﹤0.01% 565
2020
Q3 		$8K Buy
+312
New +$8.24K ﹤0.01% 550

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Asset Dedication LLC's IBD Position: Q4 2022 in Review

Asset Dedication LLC sold out of Inspire Corporate Bond ETF (IBD) in Q4 2022, closing a stake of 382 shares — an estimated $9K sold.

Asset Dedication LLC first reported a position in IBD in Q3 2020 and held it in 8 quarters. The position peaked at $10K in Q4 2021. 51 funds tracked by Wall St. Rank hold IBD as of Q4 2022.

  • Asset Dedication LLC reported no remaining Inspire Corporate Bond ETF position as of Q4 2022 after selling out during the quarter.
  • Asset Dedication LLC sold 382 Inspire Corporate Bond ETF shares in Q4 2022, an estimated $9K.
  • Asset Dedication LLC first reported a position in Inspire Corporate Bond ETF in Q3 2020 and held it in 8 quarters.
  • Asset Dedication LLC's Inspire Corporate Bond ETF position peaked at $10K in Q4 2021.
  • 51 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q4 2022.

Based on Asset Dedication LLC's 13F filing for Q4 2022, filed 19 Jan 2023.