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GeoWealth Management’s Inspire Corporate Bond ETF IBD Stock Holding History

GeoWealth Management’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
2019
Q4 		– Sell
-11,828
Closed -$304K – 141
2019
Q3 		$304K Buy
+11,828
New +$304K 0.07% 149

Other funds holding IBD

II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GeoWealth Management's IBD Position: Q4 2019 in Review

GeoWealth Management sold out of Inspire Corporate Bond ETF (IBD) in Q4 2019, closing a stake of 11,828 shares — an estimated $304K sold.

GeoWealth Management first reported a position in IBD in Q3 2019 and held it in 1 quarter. The position peaked at $304K in Q3 2019. 32 funds tracked by Wall St. Rank hold IBD as of Q4 2019.

  • GeoWealth Management reported no remaining Inspire Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • GeoWealth Management sold 11,828 Inspire Corporate Bond ETF shares in Q4 2019, an estimated $304K.
  • GeoWealth Management first reported a position in Inspire Corporate Bond ETF in Q3 2019 and held it in 1 quarter.
  • GeoWealth Management's Inspire Corporate Bond ETF position peaked at $304K in Q3 2019.
  • 32 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q4 2019.

Based on GeoWealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.