GI
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Gradient Investments’s Inspire Corporate Bond ETF IBD Stock Holding History

Gradient Investments’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
Q3 		– Sell
-7,922
Closed -$185K – 772
2024
Q2 		$185K Sell
7,922
-5
-0.1% -$116 ﹤0.01% 334
2024
Q1 		$186K Sell
7,927
-40
-0.5% -$940 ﹤0.01% 299
2023
Q4 		$188K Buy
7,967
+1,314
+20% +$30K ﹤0.01% 347
2023
Q3 		$151K Buy
6,653
+1,007
+18% +$23.1K ﹤0.01% 346
2023
Q2 		$130K Sell
5,646
-459
-8% -$10.7K ﹤0.01% 371
2023
Q1 		$143K Buy
6,105
+5,646
+1,230% +$131K ﹤0.01% 327
2022
Q4 		$10.6K Buy
+459
New +$10.5K ﹤0.01% 796

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments's IBD Position: Q3 2024 in Review

Gradient Investments sold out of Inspire Corporate Bond ETF (IBD) in Q3 2024, closing a stake of 7,922 shares — an estimated $185K sold.

Gradient Investments first reported a position in IBD in Q4 2022 and held it in 7 quarters. The position peaked at $188K in Q4 2023. 80 funds tracked by Wall St. Rank hold IBD as of Q3 2024.

  • Gradient Investments reported no remaining Inspire Corporate Bond ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 7,922 Inspire Corporate Bond ETF shares in Q3 2024, an estimated $185K.
  • Gradient Investments first reported a position in Inspire Corporate Bond ETF in Q4 2022 and held it in 7 quarters.
  • Gradient Investments's Inspire Corporate Bond ETF position peaked at $188K in Q4 2023.
  • 80 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.