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Concorde Asset Management’s Inspire Corporate Bond ETF IBD Stock Holding History

Concorde Asset Management’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
2021
Q2 		– Sell
-7,999
Closed -$206K – 211
2021
Q1 		$206K Buy
+7,999
New +$210K 0.12% 199

Other funds holding IBD

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
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
CW
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Concorde Asset Management's IBD Position: Q2 2021 in Review

Concorde Asset Management sold out of Inspire Corporate Bond ETF (IBD) in Q2 2021, closing a stake of 7,999 shares — an estimated $206K sold.

Concorde Asset Management first reported a position in IBD in Q1 2021 and held it in 1 quarter. The position peaked at $206K in Q1 2021. 39 funds tracked by Wall St. Rank hold IBD as of Q2 2021.

  • Concorde Asset Management reported no remaining Inspire Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Concorde Asset Management sold 7,999 Inspire Corporate Bond ETF shares in Q2 2021, an estimated $206K.
  • Concorde Asset Management first reported a position in Inspire Corporate Bond ETF in Q1 2021 and held it in 1 quarter.
  • Concorde Asset Management's Inspire Corporate Bond ETF position peaked at $206K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2021.

Based on Concorde Asset Management's 13F filing for Q2 2021, filed 20 Jul 2021.