EverSource Wealth Advisors’s Inspire Corporate Bond ETF IBD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $345K | Sell |
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2025
Q1 | $428K | Sell |
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|
2024
Q4 | $551K | Sell |
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2024
Q3 | $852K | Sell |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $255K | Sell |
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|
2023
Q4 | $263K | Buy |
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|
2023
Q3 | $34.5K | Sell |
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|
2023
Q2 | $66.4K | Sell |
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|
2023
Q1 | $93.3K | Sell |
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|
2022
Q4 | $93K | Hold |
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|
2022
Q3 | $91K | Hold |
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|
2022
Q2 | $94K | Sell |
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|
2022
Q1 | $111K | Sell |
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|
2021
Q4 | $131K | Buy |
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