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Simplicity Wealth’s Inspire 100 ETF BIBL Stock Holding History

Simplicity Wealth’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
2024
Q2 		– Sell
-37,880
Closed -$1.47M – 1247
2024
Q1 		$1.47M Buy
+37,880
New +$1.38M 0.04% 418

Other funds holding BIBL

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 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
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Simplicity Wealth's BIBL Position: Q2 2024 in Review

Simplicity Wealth sold out of Inspire 100 ETF (BIBL) in Q2 2024, closing a stake of 37,880 shares — an estimated $1.47M sold.

Simplicity Wealth first reported a position in BIBL in Q1 2024 and held it in 1 quarter. The position peaked at $1.47M in Q1 2024. 109 funds tracked by Wall St. Rank hold BIBL as of Q2 2024.

  • Simplicity Wealth reported no remaining Inspire 100 ETF position as of Q2 2024 after selling out during the quarter.
  • Simplicity Wealth sold 37,880 Inspire 100 ETF shares in Q2 2024, an estimated $1.47M.
  • Simplicity Wealth first reported a position in Inspire 100 ETF in Q1 2024 and held it in 1 quarter.
  • Simplicity Wealth's Inspire 100 ETF position peaked at $1.47M in Q1 2024.
  • 109 funds tracked by Wall St. Rank held Inspire 100 ETF as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.