Cyndeo Wealth Partners’s Inspire 100 ETF BIBL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$455K Buy
9,660
+4,956
+105% +$239K 0.02% 338
2025
Q4
$212K Hold
4,704
0.01% 460
2025
Q3
$209K Sell
4,704
-249
-5% -$10.7K 0.01% 454
2025
Q2
$205K Buy
+4,953
New +$192K 0.01% 448
2024
Q3
Sell
-9,801
Closed -$372K 447
2024
Q2
$372K Buy
9,801
+281
+3% +$10.6K 0.03% 308
2024
Q1
$370K Buy
9,520
+1,355
+17% +$49.4K 0.03% 297
2023
Q4
$285K Buy
8,165
+2
+0% +$64 0.03% 317
2023
Q3
$255K Buy
8,163
+768
+10% +$25.2K 0.03% 296
2023
Q2
$243K Buy
7,395
+520
+8% +$16.2K 0.03% 289
2023
Q1
$216K Buy
+6,875
New +$216K 0.02% 299

Other funds holding BIBL