Avantax Advisory Services’s Inspire Corporate Bond ETF IBD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $689K | Sell |
28,693
-172
| -0.6% | -$4.13K | ﹤0.01% | 1391 |
|
2025
Q1 | $686K | Buy |
28,865
+2,982
| +12% | +$70.8K | ﹤0.01% | 1319 |
|
2024
Q4 | $607K | Buy |
25,883
+239
| +0.9% | +$5.6K | ﹤0.01% | 1330 |
|
2024
Q3 | $618K | Buy |
25,644
+2,247
| +10% | +$54.1K | ﹤0.01% | 1282 |
|
2024
Q2 | $546K | Buy |
23,397
+2,508
| +12% | +$58.5K | ﹤0.01% | 1307 |
|
2024
Q1 | $490K | Sell |
20,889
-206
| -1% | -$4.84K | ﹤0.01% | 1048 |
|
2023
Q4 | $498K | Sell |
21,095
-4,098
| -16% | -$96.7K | ﹤0.01% | 986 |
|
2023
Q3 | $570K | Buy |
25,193
+742
| +3% | +$16.8K | 0.01% | 893 |
|
2023
Q2 | $565K | Buy |
24,451
+3,484
| +17% | +$80.4K | 0.01% | 894 |
|
2023
Q1 | $491K | Sell |
20,967
-224
| -1% | -$5.24K | 0.01% | 923 |
|
2022
Q4 | $488K | Buy |
21,191
+48
| +0.2% | +$1.11K | 0.01% | 877 |
|
2022
Q3 | $478K | Sell |
21,143
-6,932
| -25% | -$157K | 0.01% | 793 |
|
2022
Q2 | $657K | Sell |
28,075
-2,635
| -9% | -$61.7K | 0.01% | 674 |
|
2022
Q1 | $748K | Buy |
30,710
+4,777
| +18% | +$116K | 0.01% | 641 |
|
2021
Q4 | $668K | Buy |
25,933
+3,308
| +15% | +$85.2K | 0.01% | 660 |
|
2021
Q3 | $591K | Buy |
22,625
+6,317
| +39% | +$165K | 0.01% | 658 |
|
2021
Q2 | $428K | Sell |
16,308
-8,532
| -34% | -$224K | 0.01% | 761 |
|
2021
Q1 | $642K | Sell |
24,840
-4,073
| -14% | -$105K | 0.01% | 543 |
|
2020
Q4 | $768K | Buy |
28,913
+4,587
| +19% | +$122K | 0.02% | 431 |
|
2020
Q3 | $639K | Buy |
24,326
+2,146
| +10% | +$56.4K | 0.01% | 711 |
|
2020
Q2 | $582K | Buy |
+22,180
| New | +$582K | 0.02% | 444 |
|