XY Planning Network’s Inspire 100 ETF BIBL Stock Holding History

XY Planning Network’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	–	Sell	-14,768	Closed	-$704K	–	343
2026 Q1	$704K	Sell	14,768 -214	-1%	-$10.3K	0.11%	161
2025 Q4	$676K	Sell	14,982 -626	-4%	-$28.2K	0.12%	146
2025 Q3	$645K	Hold	15,608	–	–	0.22%	96
2025 Q2	$645K	Sell	15,608 -14	-0.1%	-$542	0.22%	96
2025 Q1	$600K	Sell	15,622 -53,713	-77%	-$2.15M	0.4%	59
2024 Q4	$2.7M	Buy	+69,335	New	+$2.83M	2.03%	12

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

Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 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