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Institute for Wealth Management’s Inspire 100 ETF BIBL Stock Holding History

Institute for Wealth Management’s Portfolio BIBL Stock Details BIBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-59,017
Closed -$1.62M – 470
2019
Q1 		$1.62M Buy
+59,017
New +$1.54M 0.35% 63
2018
Q4 		– Sell
-74,684
Closed -$2.1M – 270
2018
Q3 		$2.1M Buy
+74,684
New +$2.06M 0.71% 33

Other funds holding BIBL

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Institute for Wealth Management's BIBL Position: Q2 2019 in Review

Institute for Wealth Management sold out of Inspire 100 ETF (BIBL) in Q2 2019, closing a stake of 59,017 shares — an estimated $1.62M sold.

Institute for Wealth Management first reported a position in BIBL in Q3 2018 and held it in 2 quarters. The position peaked at $2.1M in Q3 2018. 24 funds tracked by Wall St. Rank hold BIBL as of Q2 2019.

  • Institute for Wealth Management reported no remaining Inspire 100 ETF position as of Q2 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 59,017 Inspire 100 ETF shares in Q2 2019, an estimated $1.62M.
  • Institute for Wealth Management first reported a position in Inspire 100 ETF in Q3 2018 and held it in 2 quarters.
  • Institute for Wealth Management's Inspire 100 ETF position peaked at $2.1M in Q3 2018.
  • 24 funds tracked by Wall St. Rank held Inspire 100 ETF as of Q2 2019.

Based on Institute for Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.