EDRH
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Edmond de Rothschild Holding’s Inspire Corporate Bond ETF IBD Stock Holding History

Edmond de Rothschild Holding’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
2020
Q4 		– Sell
-6,165
Closed -$162K – 656
2020
Q3 		$162K Hold
6,165
– – 0.01% 415
2020
Q2 		$162K Buy
6,165
+2,004
+48% +$51.4K 0.01% 396
2020
Q1 		$101K Buy
4,161
+1,439
+53% +$36.6K 0.01% 391
2019
Q4 		$70K Buy
+2,722
New +$70.1K ﹤0.01% 452

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
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 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
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Edmond de Rothschild Holding's IBD Position: Q4 2020 in Review

Edmond de Rothschild Holding sold out of Inspire Corporate Bond ETF (IBD) in Q4 2020, closing a stake of 6,165 shares — an estimated $162K sold.

Edmond de Rothschild Holding first reported a position in IBD in Q4 2019 and held it in 4 quarters. The position peaked at $162K in Q3 2020. 40 funds tracked by Wall St. Rank hold IBD as of Q4 2020.

  • Edmond de Rothschild Holding reported no remaining Inspire Corporate Bond ETF position as of Q4 2020 after selling out during the quarter.
  • Edmond de Rothschild Holding sold 6,165 Inspire Corporate Bond ETF shares in Q4 2020, an estimated $162K.
  • Edmond de Rothschild Holding first reported a position in Inspire Corporate Bond ETF in Q4 2019 and held it in 4 quarters.
  • Edmond de Rothschild Holding's Inspire Corporate Bond ETF position peaked at $162K in Q3 2020.
  • 40 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q4 2020.

Based on Edmond de Rothschild Holding's 13F filing for Q4 2020, filed 12 Feb 2021.