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Allen Capital Group’s Inspire Corporate Bond ETF IBD Stock Holding History

Allen Capital Group’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
2026
Q1 		$1.39M Buy
58,251
+149
+0.3% +$3.59K 0.12% 112
2025
Q4 		$1.41M Buy
58,102
+14,454
+33% +$350K 0.13% 110
2025
Q3 		$1.05M Buy
43,648
+18,537
+74% +$446K 0.1% 126
2025
Q2 		$603K Buy
25,111
+3,677
+17% +$87.2K 0.06% 161
2025
Q1 		$509K Buy
21,434
+250
+1% +$5.91K 0.06% 162
2024
Q4 		$497K Buy
21,184
+246
+1% +$5.84K 0.06% 150
2024
Q3 		$504K Buy
20,938
+10,182
+95% +$243K 0.06% 140
2024
Q2 		$251K Buy
10,756
+805
+8% +$18.8K 0.03% 188
2024
Q1 		$234K Buy
+9,951
New +$234K 0.03% 195
2023
Q4 		– Sell
-11,213
Closed -$252K – 182
2023
Q3 		$252K Hold
11,213
– – 0.04% 144
2023
Q2 		$259K Hold
11,213
– – 0.04% 150
2023
Q1 		$262K Buy
+11,213
New +$260K 0.05% 151
2022
Q1 		– Sell
-10,255
Closed -$264K – 175
2021
Q4 		$264K Hold
10,255
– – 0.04% 139
2021
Q3 		$268K Buy
10,255
+1,330
+15% +$35K 0.05% 130
2021
Q2 		$235K Buy
+8,925
New +$233K 0.05% 135

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
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Allen Capital Group's IBD Position: Q1 2026 in Review

Allen Capital Group increased its Inspire Corporate Bond ETF (IBD) stake by 0.26% in Q1 2026, buying an estimated $3.59K and bringing the position to 58,251 shares worth $1.39M. The position accounts for 0.12% of the portfolio, ranked #112.

Allen Capital Group first reported a position in IBD in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.41M in Q4 2025. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • Allen Capital Group held 58,251 shares of Inspire Corporate Bond ETF worth $1.39M as of Q1 2026.
  • Allen Capital Group bought 149 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $3.59K.
  • Inspire Corporate Bond ETF made up 0.12% of Allen Capital Group's portfolio in Q1 2026, its #112 holding.
  • Allen Capital Group first reported a position in Inspire Corporate Bond ETF in Q2 2021 and has held it in 15 quarters since.
  • Allen Capital Group's Inspire Corporate Bond ETF position peaked at $1.41M in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.