CFGS
IBD icon

Concourse Financial Group Securities’s Inspire Corporate Bond ETF IBD Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-2,802
Closed -$65.9K – 969
2024
Q4 		$65.9K Buy
2,802
+2,128
+316% +$50.5K ﹤0.01% 1091
2024
Q3 		$16.3K Sell
674
-1,016
-60% -$24.2K ﹤0.01% 1565
2024
Q2 		$39.5K Hold
1,690
– – ﹤0.01% 1276
2024
Q1 		$39.8K Hold
1,690
– – ﹤0.01% 1284
2023
Q4 		$39.9K Hold
1,690
– – ﹤0.01% 1216
2023
Q3 		$38.4K Hold
1,690
– – ﹤0.01% 1175
2023
Q2 		$39K Buy
+1,690
New +$39.3K ﹤0.01% 1189

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

Concourse Financial Group Securities's IBD Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Inspire Corporate Bond ETF (IBD) in Q1 2025, closing a stake of 2,802 shares — an estimated $65.9K sold.

Concourse Financial Group Securities first reported a position in IBD in Q2 2023 and held it in 7 quarters. The position peaked at $65.9K in Q4 2024. 92 funds tracked by Wall St. Rank hold IBD as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Inspire Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 2,802 Inspire Corporate Bond ETF shares in Q1 2025, an estimated $65.9K.
  • Concourse Financial Group Securities first reported a position in Inspire Corporate Bond ETF in Q2 2023 and held it in 7 quarters.
  • Concourse Financial Group Securities's Inspire Corporate Bond ETF position peaked at $65.9K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.