Schwallier Wealth Management’s Inspire Corporate Bond ETF IBD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$384K Sell
16,014
-466
-3% -$11.2K 0.24% 33
2025
Q1
$391K Buy
16,480
+3,436
+26% +$81.6K 0.29% 35
2024
Q4
$306K Buy
13,044
+2,251
+21% +$52.8K 0.23% 30
2024
Q3
$260K Buy
+10,793
New +$260K 0.19% 31