TrueWealth Advisors’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 | $1.96M | Buy |
81,784
+1,724
| +2% | +$41.4K | 0.58% | 34 |
|
|
2025
Q1 | $1.9M | Buy |
80,060
+39,501
| +97% | +$938K | 0.62% | 37 |
|
|
2024
Q4 | $951K | Buy |
40,559
+7,828
| +24% | +$183K | 0.32% | 67 |
|
|
2024
Q3 | $788K | Buy |
32,731
+18,920
| +137% | +$456K | 0.26% | 75 |
|
|
2024
Q2 | $322K | Buy |
13,811
+1,130
| +9% | +$26.4K | 0.12% | 138 |
|
|
2024
Q1 | $298K | Buy |
12,681
+183
| +1% | +$4.3K | 0.12% | 147 |
|
|
2023
Q4 | $295K | Sell |
12,498
-323
| -3% | -$7.62K | 0.11% | 145 |
|
|
2023
Q3 | $290K | Sell |
12,821
-442
| -3% | -$10K | 0.12% | 136 |
|
|
2023
Q2 | $306K | Buy |
13,263
+539
| +4% | +$12.4K | 0.13% | 128 |
|
|
2023
Q1 | $298K | Buy |
12,724
+3,285
| +35% | +$76.9K | 0.13% | 135 |
|
|
2022
Q4 | $217K | Buy |
+9,439
| New | +$217K | 0.1% | 168 |
|