Whitaker-Myers Wealth Managers’s Inspire 100 ETF BIBL Stock Holding History

Whitaker-Myers Wealth Managers’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
2026 Q2	$780K	Buy	13,470 +236	+2%	+$12.6K	0.13%	78
2026 Q1	$624K	Sell	13,234 -210	-2%	-$10.1K	0.12%	78
2025 Q4	$607K	Sell	13,444 -239	-2%	-$10.8K	0.13%	79
2025 Q3	$608K	Buy	13,683 +21	+0.2%	+$899	0.13%	81
2025 Q2	$565K	Sell	13,662 -553	-4%	-$21.4K	0.14%	71
2025 Q1	$546K	Sell	14,215 -7,394	-34%	-$297K	0.15%	57
2024 Q4	$841K	Buy	21,609 +618	+3%	+$25.2K	0.25%	44
2024 Q3	$854K	Buy	20,991 +139	+0.7%	+$5.42K	0.28%	44
2024 Q2	$792K	Buy	20,852 +337	+2%	+$12.7K	0.29%	46
2024 Q1	$798K	Buy	20,515 +279	+1%	+$10.2K	0.34%	50
2023 Q4	$706K	Sell	20,236 -577	-3%	-$18.5K	0.35%	44
2023 Q3	$651K	Buy	20,813 +238	+1%	+$7.82K	0.4%	41
2023 Q2	$677K	Buy	20,575 +81	+0.4%	+$2.52K	0.45%	40
2023 Q1	$644K	Buy	20,494 +373	+2%	+$11.7K	0.5%	41
2022 Q4	$602K	Buy	+20,121	New	+$601K	0.58%	40

Other funds holding BIBL

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

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return