Simplicity Solutions’s Inspire Corporate Bond ETF IBD Stock Holding History

Simplicity Solutions’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 Q4	$862K	Buy	36,525 +3,660	+11%	+$83.7K	0.02%	487
2023 Q3	$744K	Buy	32,865 +11,794	+56%	+$271K	0.02%	490
2023 Q2	$487K	Buy	21,071 +9,701	+85%	+$226K	0.01%	671
2023 Q1	$266K	Buy	+11,370	New	+$264K	0.01%	902
2021 Q4	–	Sell	-12,041	Closed	-$315K	–	521
2021 Q3	$315K	Sell	12,041 -524	-4%	-$13.8K	0.05%	416
2021 Q2	$330K	Buy	+12,565	New	+$328K	0.07%	342
2021 Q1	–	Sell	-15,176	Closed	-$404K	–	712
2020 Q4	$404K	Buy	15,176 +1,844	+14%	+$48.8K	0.01%	725
2020 Q3	$351K	Buy	13,332 +1,568	+13%	+$41.4K	0.01%	694
2020 Q2	$310K	Buy	+11,764	New	+$301K	0.01%	725
2020 Q1	–	Sell	-10,830	Closed	-$278K	–	802
2019 Q4	$278K	Buy	10,830 +1,384	+15%	+$35.6K	0.01%	692
2019 Q3	$243K	Buy	9,446 +765	+9%	+$19.7K	0.01%	628
2019 Q2	$223K	Buy	+8,681	New	+$219K	0.01%	599

Other funds holding IBD

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

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

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

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

PFG

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

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LSIA

LaSalle St. Investment Advisors Elmhurst, Illinois $710M AUM 19.7% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simplicity Solutions's IBD Position: Q4 2023 in Review

Simplicity Solutions increased its Inspire Corporate Bond ETF (IBD) stake by 11% in Q4 2023, buying an estimated $83.7K and bringing the position to 36,525 shares worth $862K. The position accounts for 0.02% of the portfolio, ranked #487.

Simplicity Solutions first reported a position in IBD in Q2 2019 and has held it in 12 quarters since. 64 funds tracked by Wall St. Rank hold IBD as of Q4 2023.

Simplicity Solutions held 36,525 shares of Inspire Corporate Bond ETF worth $862K as of Q4 2023.
Simplicity Solutions bought 3,660 Inspire Corporate Bond ETF shares in Q4 2023, an estimated $83.7K.
Inspire Corporate Bond ETF made up 0.02% of Simplicity Solutions's portfolio in Q4 2023, its #487 holding.
Simplicity Solutions first reported a position in Inspire Corporate Bond ETF in Q2 2019 and has held it in 12 quarters since.
64 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.