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Buckingham Strategic Wealth’s Inspire 100 ETF BIBL Stock Holding History

Buckingham Strategic Wealth’s Portfolio BIBL Stock Details BIBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$7.4M Sell
194,714
-6,401
-3% -$241K 0.08% 114
2024
Q1 		$7.83M Buy
201,115
+2,186
+1% +$79.7K 0.08% 110
2023
Q4 		$6.94M Buy
198,929
+78
+0% +$2.5K 0.08% 117
2023
Q3 		$6.22M Buy
198,851
+2,589
+1% +$85.1K 0.09% 117
2023
Q2 		$6.46M Buy
196,262
+33,530
+21% +$1.04M 0.09% 113
2023
Q1 		$4.87M Hold
162,732
– – 0.09% 114
2022
Q4 		$4.87M Buy
162,732
+24,557
+18% +$733K 0.09% 114
2022
Q3 		$3.83M Buy
138,175
+35,648
+35% +$1.11M 0.08% 121
2022
Q2 		$2.99M Sell
102,527
-15,381
-13% -$495K 0.06% 141
2022
Q1 		$4.25M Sell
117,908
-1,958
-2% -$69.8K 0.08% 117
2021
Q4 		$4.72M Buy
119,866
+31,914
+36% +$1.39M 0.09% 109
2021
Q3 		$3.74M Buy
87,952
+19,458
+28% +$855K 0.08% 123
2021
Q2 		$2.92M Buy
68,494
+41,333
+152% +$1.71M 0.07% 143
2021
Q1 		$1.06M Buy
+27,161
New +$1.03M 0.05% 227

Other funds holding BIBL

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

Buckingham Strategic Wealth's BIBL Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Inspire 100 ETF (BIBL) stake by 3.2% in Q2 2024, selling an estimated $241K and leaving 194,714 shares worth $7.4M. The position accounts for 0.08% of the portfolio, ranked #114.

Buckingham Strategic Wealth first reported a position in BIBL in Q1 2021 and has held it in 14 quarters since. The position peaked at $7.83M in Q1 2024. 109 funds tracked by Wall St. Rank hold BIBL as of Q2 2024.

  • Buckingham Strategic Wealth held 194,714 shares of Inspire 100 ETF worth $7.4M as of Q2 2024.
  • Buckingham Strategic Wealth sold 6,401 Inspire 100 ETF shares in Q2 2024, an estimated $241K.
  • Inspire 100 ETF made up 0.08% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #114 holding.
  • Buckingham Strategic Wealth first reported a position in Inspire 100 ETF in Q1 2021 and has held it in 14 quarters since.
  • Buckingham Strategic Wealth's Inspire 100 ETF position peaked at $7.83M in Q1 2024.
  • 109 funds tracked by Wall St. Rank held Inspire 100 ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.