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Insight Wealth Strategies, LLC → BLBD

Insight Wealth Strategies, LLC BLBD Position History

Blue Bird Corporation • Industrials

Quarters held
4
Latest value
$3.6M
Q3 2026
Peak value
$4.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$3.1M
Q1 2026$3.7M
Q2 2026$4.9M
Q3 2026$3.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$3.6M64.3K——
Q2 2026$4.9M63.4K——
Q1 2026$3.7M65.8K——
Q4 2025$3.1M66.0K——

Other funds holding BLBD

Other Insight Wealth Strategies, LLC positions

IVZ

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$37.4M
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CHEVRON CORPORATION

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ETHA

BLACKROCK ETF TRUST

$33.7M
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CHEVRON CORP NEW

$33.5M
IVZ

INVESCO EXCH TRADED FD TR II

$33.5M
CVX

CHEVRON CORPORATION

$33.1M
ETHA

BLACKROCK ETF TRUST

$33.1M