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James Investment Research’s Inspire Corporate Bond ETF IBD Stock Holding History

James Investment Research’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
2023
Q2 		– Sell
-3,129
Closed -$73K – 389
2023
Q1 		$73K Buy
3,129
+2,500
+397% +$58.1K 0.01% 327
2022
Q4 		$14K Sell
629
-2,579
-80% -$58.8K ﹤0.01% 462
2022
Q3 		$73K Buy
3,208
+500
+18% +$11.7K 0.01% 334
2022
Q2 		$63K Buy
2,708
+173
+7% +$4.1K 0.01% 333
2022
Q1 		$62K Buy
2,535
+233
+10% +$5.82K 0.01% 342
2021
Q4 		$59K Buy
2,302
+974
+73% +$25.2K 0.01% 367
2021
Q3 		$35K Hold
1,328
– – ﹤0.01% 402
2021
Q2 		$35K Sell
1,328
-38
-3% -$993 ﹤0.01% 410
2021
Q1 		$35K Hold
1,366
– – ﹤0.01% 404
2020
Q4 		$37K Sell
1,366
-159
-10% -$4.2K ﹤0.01% 405
2020
Q3 		$40K Hold
1,525
– – ﹤0.01% 360
2020
Q2 		$40K Buy
1,525
+689
+82% +$17.7K ﹤0.01% 349
2020
Q1 		$20K Hold
836
– – ﹤0.01% 364
2019
Q4 		$22K Sell
836
-306
-27% -$7.88K ﹤0.01% 429
2019
Q3 		$29K Hold
1,142
– – ﹤0.01% 458
2019
Q2 		$29K Hold
1,142
– – ﹤0.01% 538
2019
Q1 		$29K Hold
1,142
– – ﹤0.01% 682
2018
Q4 		$28K Sell
1,142
-143
-11% -$3.48K ﹤0.01% 682
2018
Q3 		$31K Sell
1,285
-925
-42% -$22.6K ﹤0.01% 719
2018
Q2 		$54K Buy
2,210
+233
+12% +$5.69K ﹤0.01% 675
2018
Q1 		$48K Buy
+1,977
New +$49.1K ﹤0.01% 669

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $424B AUM 22.9% 1-Year Est. Return

James Investment Research's IBD Position: Q2 2023 in Review

James Investment Research sold out of Inspire Corporate Bond ETF (IBD) in Q2 2023, closing a stake of 3,129 shares — an estimated $73K sold.

James Investment Research first reported a position in IBD in Q1 2018 and held it in 21 quarters. The position peaked at $73K in Q1 2023. 52 funds tracked by Wall St. Rank hold IBD as of Q2 2023.

  • James Investment Research reported no remaining Inspire Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 3,129 Inspire Corporate Bond ETF shares in Q2 2023, an estimated $73K.
  • James Investment Research first reported a position in Inspire Corporate Bond ETF in Q1 2018 and held it in 21 quarters.
  • James Investment Research's Inspire Corporate Bond ETF position peaked at $73K in Q1 2023.
  • 52 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.