WQ
IBD icon

Wealth Quarterback’s Inspire Corporate Bond ETF IBD Stock Holding History

Wealth Quarterback’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
2021
Q3 		– Sell
-487
Closed -$13K – 860
2021
Q2 		$13K Buy
+487
New +$12.7K 0.01% 415

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealth Quarterback's IBD Position: Q3 2021 in Review

Wealth Quarterback sold out of Inspire Corporate Bond ETF (IBD) in Q3 2021, closing a stake of 487 shares — an estimated $13K sold.

Wealth Quarterback first reported a position in IBD in Q2 2021 and held it in 1 quarter. The position peaked at $13K in Q2 2021. 44 funds tracked by Wall St. Rank hold IBD as of Q3 2021.

  • Wealth Quarterback reported no remaining Inspire Corporate Bond ETF position as of Q3 2021 after selling out during the quarter.
  • Wealth Quarterback sold 487 Inspire Corporate Bond ETF shares in Q3 2021, an estimated $13K.
  • Wealth Quarterback first reported a position in Inspire Corporate Bond ETF in Q2 2021 and held it in 1 quarter.
  • Wealth Quarterback's Inspire Corporate Bond ETF position peaked at $13K in Q2 2021.
  • 44 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.