EverSource Wealth Advisors’s Inspire Corporate Bond ETF IBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
14,366
-3,635
| -20% | -$87.3K | 0.02% | 597 |
|
|
2025
Q1 | $428K | Sell |
18,001
-5,504
| -23% | -$131K | 0.02% | 421 |
|
|
2024
Q4 | $551K | Sell |
23,505
-11,882
| -34% | -$279K | 0.03% | 352 |
|
|
2024
Q3 | $852K | Sell |
35,387
-13,642
| -28% | -$329K | 0.05% | 242 |
|
|
2024
Q2 | $1.16M | Buy |
49,029
+37,979
| +344% | +$899K | 0.08% | 196 |
|
|
2024
Q1 | $255K | Sell |
11,050
-96
| -0.9% | -$2.22K | 0.02% | 426 |
|
|
2023
Q4 | $263K | Buy |
11,146
+9,620
| +630% | +$227K | 0.02% | 372 |
|
|
2023
Q3 | $34.5K | Sell |
1,526
-1,350
| -47% | -$30.6K | ﹤0.01% | 944 |
|
|
2023
Q2 | $66.4K | Sell |
2,876
-1,111
| -28% | -$25.7K | 0.01% | 725 |
|
|
2023
Q1 | $93.3K | Sell |
3,987
-50
| -1% | -$1.17K | 0.01% | 560 |
|
|
2022
Q4 | $93K | Hold |
4,037
| – | – | 0.01% | 531 |
|
|
2022
Q3 | $91K | Hold |
4,037
| – | – | 0.02% | 454 |
|
|
2022
Q2 | $94K | Sell |
4,037
-505
| -11% | -$11.8K | 0.02% | 389 |
|
|
2022
Q1 | $111K | Sell |
4,542
-558
| -11% | -$13.6K | 0.03% | 319 |
|
|
2021
Q4 | $131K | Buy |
+5,100
| New | +$131K | 0.04% | 273 |
|