Carson Wealth (CWM LLC)’s Inspire Corporate Bond ETF IBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $318K | Hold |
13,232
| – | – | ﹤0.01% | 1821 |
|
|
2025
Q1 | $314K | Hold |
13,232
| – | – | ﹤0.01% | 1641 |
|
|
2024
Q4 | $310K | Buy |
13,232
+166
| +1% | +$3.89K | ﹤0.01% | 1571 |
|
|
2024
Q3 | $315K | Hold |
13,066
| – | – | ﹤0.01% | 1520 |
|
|
2024
Q2 | $305K | Hold |
13,066
| – | – | ﹤0.01% | 1388 |
|
|
2024
Q1 | $307K | Hold |
13,066
| – | – | ﹤0.01% | 1318 |
|
|
2023
Q4 | $308K | Buy |
13,066
+141
| +1% | +$3.32K | ﹤0.01% | 1234 |
|
|
2023
Q3 | $293K | Buy |
12,925
+7,850
| +155% | +$178K | ﹤0.01% | 1162 |
|
|
2023
Q2 | $117K | Hold |
5,075
| – | – | ﹤0.01% | 1495 |
|
|
2023
Q1 | $119K | Hold |
5,075
| – | – | ﹤0.01% | 1397 |
|
|
2022
Q4 | $117K | Hold |
5,075
| – | – | ﹤0.01% | 1308 |
|
|
2022
Q3 | $115K | Buy |
+5,075
| New | +$115K | ﹤0.01% | 1280 |
|