RJFSA
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Raymond James Financial Services Advisors’s Inspire Corporate Bond ETF IBD Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$1.81M Buy
75,095
+29,010
+63% +$692K ﹤0.01% 1794
2024
Q2 		$1.07M Buy
46,085
+4,243
+10% +$98.8K ﹤0.01% 2038
2024
Q1 		$982K Buy
41,842
+3,421
+9% +$80.4K ﹤0.01% 2077
2023
Q4 		$906K Sell
38,421
-570
-1% -$13K ﹤0.01% 2041
2023
Q3 		$883K Buy
38,991
+1,793
+5% +$41.2K ﹤0.01% 1977
2023
Q2 		$859K Sell
37,198
-822
-2% -$19.1K ﹤0.01% 2012
2023
Q1 		$890K Buy
38,020
+2,820
+8% +$65.5K ﹤0.01% 1981
2022
Q4 		$811K Buy
35,200
+121
+0.3% +$2.76K ﹤0.01% 1979
2022
Q3 		$794K Sell
35,079
-22,399
-39% -$525K ﹤0.01% 1962
2022
Q2 		$1.34M Buy
57,478
+3,265
+6% +$77.4K ﹤0.01% 1664
2022
Q1 		$1.32M Buy
54,213
+3,083
+6% +$77K ﹤0.01% 1763
2021
Q4 		$1.32M Buy
51,130
+11,023
+27% +$286K ﹤0.01% 1797
2021
Q3 		$1.05M Buy
40,107
+10,144
+34% +$267K ﹤0.01% 1922
2021
Q2 		$787K Buy
29,963
+4,629
+18% +$121K ﹤0.01% 2105
2021
Q1 		$655K Buy
25,334
+5,929
+31% +$156K ﹤0.01% 2116
2020
Q4 		$516K Buy
19,405
+543
+3% +$14.4K ﹤0.01% 2125
2020
Q3 		$496K Sell
18,862
-354
-2% -$9.35K ﹤0.01% 1969
2020
Q2 		$506K Buy
19,216
+279
+1% +$7.15K ﹤0.01% 1916
2020
Q1 		$461K Buy
+18,937
New +$481K ﹤0.01% 1609

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 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
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial Services Advisors's IBD Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Inspire Corporate Bond ETF (IBD) stake by 63% in Q3 2024, buying an estimated $692K and bringing the position to 75,095 shares worth $1.81M. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Raymond James Financial Services Advisors first reported a position in IBD in Q1 2020 and has held it in 19 quarters since. 80 funds tracked by Wall St. Rank hold IBD as of Q3 2024.

  • Raymond James Financial Services Advisors held 75,095 shares of Inspire Corporate Bond ETF worth $1.81M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 29,010 Inspire Corporate Bond ETF shares in Q3 2024, an estimated $692K.
  • Inspire Corporate Bond ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1794 holding.
  • Raymond James Financial Services Advisors first reported a position in Inspire Corporate Bond ETF in Q1 2020 and has held it in 19 quarters since.
  • 80 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.