HIS
Harvest Investment Services’s Inspire Corporate Bond ETF IBD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
11,272
-22,523
| -67% | -$541K | 0.06% | 263 |
|
|
2025
Q1 | $803K | Buy |
+33,795
| New | +$803K | 0.22% | 112 |
|
|
2022
Q3 | – | Sell |
-13,663
| Closed | -$319K | – | 129 |
|
|
2022
Q2 | $319K | Hold |
13,663
| – | – | 0.24% | 96 |
|
|
2022
Q1 | $333K | Buy |
13,663
+343
| +3% | +$8.36K | 0.2% | 140 |
|
|
2021
Q4 | $342K | Buy |
13,320
+208
| +2% | +$5.34K | 0.14% | 184 |
|
|
2021
Q3 | $342K | Buy |
13,112
+3,447
| +36% | +$89.9K | 0.14% | 198 |
|
|
2021
Q2 | $253K | Sell |
9,665
-1,511
| -14% | -$39.6K | 0.11% | 243 |
|
|
2021
Q1 | $289K | Buy |
11,176
+3,112
| +39% | +$80.5K | 0.13% | 194 |
|
|
2020
Q4 | $214K | Sell |
8,064
-39
| -0.5% | -$1.04K | 0.11% | 193 |
|
|
2020
Q3 | $213K | Sell |
8,103
-35,352
| -81% | -$929K | 0.12% | 199 |
|
|
2020
Q2 | $1.14M | Sell |
43,455
-17,870
| -29% | -$470K | 0.68% | 33 |
|
|
2020
Q1 | $1.49M | Buy |
+61,325
| New | +$1.49M | 1.99% | 11 |
|