Cyndeo Wealth Partners’s Inspire Corporate Bond ETF IBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
12,128
+120
| +1% | +$2.88K | 0.02% | 389 |
|
|
2025
Q1 | $285K | Buy |
12,008
+353
| +3% | +$8.38K | 0.02% | 371 |
|
|
2024
Q4 | $273K | Buy |
11,655
+2
| +0% | +$47 | 0.02% | 377 |
|
|
2024
Q3 | $281K | Sell |
11,653
-10,056
| -46% | -$242K | 0.02% | 381 |
|
|
2024
Q2 | $506K | Buy |
21,709
+1,340
| +7% | +$31.2K | 0.04% | 279 |
|
|
2024
Q1 | $478K | Buy |
20,369
+3,428
| +20% | +$80.5K | 0.04% | 265 |
|
|
2023
Q4 | $400K | Buy |
16,941
+3
| +0% | +$71 | 0.04% | 273 |
|
|
2023
Q3 | $383K | Buy |
16,938
+1,840
| +12% | +$41.7K | 0.04% | 245 |
|
|
2023
Q2 | $349K | Buy |
15,098
+422
| +3% | +$9.74K | 0.04% | 249 |
|
|
2023
Q1 | $344K | Buy |
14,676
+357
| +2% | +$8.36K | 0.04% | 248 |
|
|
2022
Q4 | $330K | Buy |
+14,319
| New | +$330K | 0.04% | 251 |
|