LFA
LifeGuide Financial Advisors’s Inspire Corporate Bond ETF IBD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $541K | Buy |
22,533
+279
| +1% | +$6.7K | 0.2% | 32 |
|
2025
Q1 | $529K | Buy |
22,254
+5,586
| +34% | +$133K | 0.22% | 27 |
|
2024
Q4 | $391K | Sell |
16,668
-795
| -5% | -$18.6K | 0.17% | 32 |
|
2024
Q3 | $421K | Buy |
17,463
+311
| +2% | +$7.49K | 0.18% | 32 |
|
2024
Q2 | $400K | Buy |
17,152
+2,019
| +13% | +$47.1K | 0.19% | 31 |
|
2024
Q1 | $355K | Buy |
15,133
+688
| +5% | +$16.2K | 0.18% | 33 |
|
2023
Q4 | $341K | Buy |
14,445
+2,239
| +18% | +$52.8K | 0.18% | 37 |
|
2023
Q3 | $276K | Buy |
+12,206
| New | +$276K | 0.16% | 33 |
|