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Sigma Planning Corp’s Inspire 100 ETF BIBL Stock Holding History

Sigma Planning Corp’s Portfolio BIBL Stock Details BIBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-16,463
Closed -$541K – 1206
2023
Q2 		$541K Sell
16,463
-4,170
-20% -$130K 0.02% 702
2023
Q1 		$649K Buy
20,633
+245
+1% +$7.68K 0.02% 699
2022
Q4 		$610K Buy
20,388
+1,119
+6% +$33.4K 0.02% 688
2022
Q3 		$535K Buy
19,269
+1,178
+7% +$36.5K 0.02% 704
2022
Q2 		$527K Sell
18,091
-12,455
-41% -$401K 0.02% 728
2022
Q1 		$1.1M Sell
30,546
-2,462
-7% -$87.8K 0.03% 495
2021
Q4 		$1.3M Buy
33,008
+5,007
+18% +$218K 0.04% 447
2021
Q3 		$1.19M Buy
28,001
+123
+0.4% +$5.4K 0.04% 485
2021
Q2 		$1.19M Buy
27,878
+3,892
+16% +$161K 0.04% 491
2021
Q1 		$936K Buy
23,986
+1,290
+6% +$48.8K 0.03% 526
2020
Q4 		$831K Buy
22,696
+625
+3% +$22K 0.03% 496
2020
Q3 		$734K Buy
22,071
+490
+2% +$15.9K 0.03% 483
2020
Q2 		$657K Buy
21,581
+3,325
+18% +$94.6K 0.03% 500
2020
Q1 		$454K Buy
18,256
+2,275
+14% +$66.3K 0.03% 512
2019
Q4 		$486K Buy
15,981
+300
+2% +$8.69K 0.02% 604
2019
Q3 		$438K Hold
15,681
– – 0.02% 621
2019
Q2 		$435K Buy
+15,681
New +$430K 0.02% 593

Other funds holding BIBL

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Sigma Planning Corp's BIBL Position: Q3 2023 in Review

Sigma Planning Corp sold out of Inspire 100 ETF (BIBL) in Q3 2023, closing a stake of 16,463 shares — an estimated $541K sold.

Sigma Planning Corp first reported a position in BIBL in Q2 2019 and held it in 17 quarters. The position peaked at $1.3M in Q4 2021. 89 funds tracked by Wall St. Rank hold BIBL as of Q3 2023.

  • Sigma Planning Corp reported no remaining Inspire 100 ETF position as of Q3 2023 after selling out during the quarter.
  • Sigma Planning Corp sold 16,463 Inspire 100 ETF shares in Q3 2023, an estimated $541K.
  • Sigma Planning Corp first reported a position in Inspire 100 ETF in Q2 2019 and held it in 17 quarters.
  • Sigma Planning Corp's Inspire 100 ETF position peaked at $1.3M in Q4 2021.
  • 89 funds tracked by Wall St. Rank held Inspire 100 ETF as of Q3 2023.

Based on Sigma Planning Corp's 13F filing for Q3 2023, filed 6 Nov 2023.