M Holdings Securities’s Inspire Corporate Bond ETF IBD Stock Holding History

M Holdings Securities’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
2020 Q2	–	Sell	-36,956	Closed	-$900K	–	192
2020 Q1	$900K	Sell	36,956 -16,772	-31%	-$426K	0.13%	149
2019 Q4	$1.38M	Buy	53,728 +1,511	+3%	+$38.9K	0.4%	70
2019 Q3	$1.34M	Buy	52,217 +835	+2%	+$21.5K	0.41%	70
2019 Q2	$1.32M	Buy	51,382 +1,544	+3%	+$38.9K	0.45%	64
2019 Q1	$1.25M	Buy	49,838 +2,537	+5%	+$62.7K	0.29%	88
2018 Q4	$1.16M	Buy	47,301 +5,625	+13%	+$137K	0.36%	74
2018 Q3	$1.02M	Buy	41,676 +1,347	+3%	+$32.9K	0.27%	101
2018 Q2	$984K	Buy	40,329 +476	+1%	+$11.6K	0.27%	102
2018 Q1	$974K	Buy	39,853 +23,672	+146%	+$588K	0.3%	101
2017 Q4	$408K	Buy	+16,181	New	+$408K	0.12%	204

Other funds holding IBD

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

M Holdings Securities's IBD Position: Q2 2020 in Review

M Holdings Securities sold out of Inspire Corporate Bond ETF (IBD) in Q2 2020, closing a stake of 36,956 shares — an estimated $900K sold.

M Holdings Securities first reported a position in IBD in Q4 2017 and held it in 10 quarters. The position peaked at $1.38M in Q4 2019. 32 funds tracked by Wall St. Rank hold IBD as of Q2 2020.

M Holdings Securities reported no remaining Inspire Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
M Holdings Securities sold 36,956 Inspire Corporate Bond ETF shares in Q2 2020, an estimated $900K.
M Holdings Securities first reported a position in Inspire Corporate Bond ETF in Q4 2017 and held it in 10 quarters.
M Holdings Securities's Inspire Corporate Bond ETF position peaked at $1.38M in Q4 2019.
32 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2020.

Based on M Holdings Securities's 13F filing for Q2 2020, filed 21 Aug 2020.