MP
IBD icon

McDonald Partners’s Inspire Corporate Bond ETF IBD Stock Holding History

McDonald Partners’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
2022
Q1 		– Sell
-1,944
Closed -$50K – 481
2021
Q4 		$50K Buy
+1,944
New +$50.4K 0.05% 108

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

McDonald Partners's IBD Position: Q1 2022 in Review

McDonald Partners sold out of Inspire Corporate Bond ETF (IBD) in Q1 2022, closing a stake of 1,944 shares — an estimated $50K sold.

McDonald Partners first reported a position in IBD in Q4 2021 and held it in 1 quarter. The position peaked at $50K in Q4 2021. 43 funds tracked by Wall St. Rank hold IBD as of Q1 2022.

  • McDonald Partners reported no remaining Inspire Corporate Bond ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 1,944 Inspire Corporate Bond ETF shares in Q1 2022, an estimated $50K.
  • McDonald Partners first reported a position in Inspire Corporate Bond ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's Inspire Corporate Bond ETF position peaked at $50K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.