SevenOneSeven Capital Management’s Inspire Corporate Bond ETF IBD Stock Holding History

SevenOneSeven Capital Management’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 Q3	–	Sell	-770	Closed	-$18K	–	55
2022 Q2	$18K	Buy	+770	New	+$18.2K	0.04%	50
2021 Q2	–	Sell	-3,537	Closed	-$92K	–	61
2021 Q1	$92K	Buy	3,537 +1,734	+96%	+$45.5K	0.34%	47
2020 Q4	$48K	Buy	+1,803	New	+$47.7K	0.41%	22

Other funds holding IBD

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

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

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

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

PFG

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

OWM

OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

OFS

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

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

SevenOneSeven Capital Management's IBD Position: Q3 2022 in Review

SevenOneSeven Capital Management sold out of Inspire Corporate Bond ETF (IBD) in Q3 2022, closing a stake of 770 shares — an estimated $18K sold.

SevenOneSeven Capital Management first reported a position in IBD in Q4 2020 and held it in 3 quarters. The position peaked at $92K in Q1 2021. 52 funds tracked by Wall St. Rank hold IBD as of Q3 2022.

SevenOneSeven Capital Management reported no remaining Inspire Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
SevenOneSeven Capital Management sold 770 Inspire Corporate Bond ETF shares in Q3 2022, an estimated $18K.
SevenOneSeven Capital Management first reported a position in Inspire Corporate Bond ETF in Q4 2020 and held it in 3 quarters.
SevenOneSeven Capital Management's Inspire Corporate Bond ETF position peaked at $92K in Q1 2021.
52 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2022.

Based on SevenOneSeven Capital Management's 13F filing for Q3 2022, filed 14 Nov 2022.