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NewEdge Advisors’s Inspire Corporate Bond ETF IBD Stock Holding History

NewEdge Advisors’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
Q1 		– Sell
-600
Closed -$14 – 3760
2022
Q4 		$14 Buy
+600
New +$13.7K ﹤0.01% 3659

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

NewEdge Advisors's IBD Position: Q1 2023 in Review

NewEdge Advisors sold out of Inspire Corporate Bond ETF (IBD) in Q1 2023, closing a stake of 600 shares — an estimated $14 sold.

NewEdge Advisors first reported a position in IBD in Q4 2022 and held it in 1 quarter. The position peaked at $14 in Q4 2022. 51 funds tracked by Wall St. Rank hold IBD as of Q1 2023.

  • NewEdge Advisors reported no remaining Inspire Corporate Bond ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 600 Inspire Corporate Bond ETF shares in Q1 2023, an estimated $14.
  • NewEdge Advisors first reported a position in Inspire Corporate Bond ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's Inspire Corporate Bond ETF position peaked at $14 in Q4 2022.
  • 51 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.