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Fortem Financial Group’s Inspire Corporate Bond ETF IBD Stock Holding History

Fortem Financial Group’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
2021
Q1 		– Sell
-98
Closed -$3K – 287
2020
Q4 		$3K Buy
+98
New +$2.59K ﹤0.01% 432

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
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Fortem Financial Group's IBD Position: Q1 2021 in Review

Fortem Financial Group sold out of Inspire Corporate Bond ETF (IBD) in Q1 2021, closing a stake of 98 shares — an estimated $3K sold.

Fortem Financial Group first reported a position in IBD in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 38 funds tracked by Wall St. Rank hold IBD as of Q1 2021.

  • Fortem Financial Group reported no remaining Inspire Corporate Bond ETF position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 98 Inspire Corporate Bond ETF shares in Q1 2021, an estimated $3K.
  • Fortem Financial Group first reported a position in Inspire Corporate Bond ETF in Q4 2020 and held it in 1 quarter.
  • Fortem Financial Group's Inspire Corporate Bond ETF position peaked at $3K in Q4 2020.
  • 38 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.