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Golden State Equity Partners’s Inspire Corporate Bond ETF IBD Stock Holding History

Golden State Equity Partners’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
2024
Q4 		– Sell
-1,439
Closed -$34.6K – 639
2024
Q3 		$34.6K Buy
+1,439
New +$34.3K 0.02% 441

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FA
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CIA
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AI
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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
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

Golden State Equity Partners's IBD Position: Q4 2024 in Review

Golden State Equity Partners sold out of Inspire Corporate Bond ETF (IBD) in Q4 2024, closing a stake of 1,439 shares — an estimated $34.6K sold.

Golden State Equity Partners first reported a position in IBD in Q3 2024 and held it in 1 quarter. The position peaked at $34.6K in Q3 2024. 88 funds tracked by Wall St. Rank hold IBD as of Q4 2024.

  • Golden State Equity Partners reported no remaining Inspire Corporate Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Golden State Equity Partners sold 1,439 Inspire Corporate Bond ETF shares in Q4 2024, an estimated $34.6K.
  • Golden State Equity Partners first reported a position in Inspire Corporate Bond ETF in Q3 2024 and held it in 1 quarter.
  • Golden State Equity Partners's Inspire Corporate Bond ETF position peaked at $34.6K in Q3 2024.
  • 88 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q4 2024.

Based on Golden State Equity Partners's 13F filing for Q4 2024, filed 24 Jan 2025.