Simplicity Wealth’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
$1.11M Buy
46,348
+20,906
+82% +$502K 0.05% 309
2025
Q1
$604K Buy
+25,442
New +$604K 0.05% 315
2024
Q4
Sell
-22,573
Closed -$544K 424
2024
Q3
$544K Buy
22,573
+7,333
+48% +$177K 0.05% 275
2024
Q2
$355K Buy
+15,240
New +$355K 0.01% 891