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 Q2	$1.27M	Sell	53,281 -4,970	-9%	-$119K	0.1%	131
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	–	176
2021 Q4	$264K	Hold	10,255	–	–	0.03%	146
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

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Allen Capital Group's IBD Position: Q2 2026 in Review

Allen Capital Group reduced its Inspire Corporate Bond ETF (IBD) stake by 8.5% in Q2 2026, selling an estimated $119K and leaving 53,281 shares worth $1.27M. The position accounts for 0.1% of the portfolio, ranked #131.

Allen Capital Group first reported a position in IBD in Q2 2021 and has held it in 16 quarters since. The position peaked at $1.41M in Q4 2025. 111 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

Allen Capital Group held 53,281 shares of Inspire Corporate Bond ETF worth $1.27M as of Q2 2026.
Allen Capital Group sold 4,970 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $119K.
Inspire Corporate Bond ETF made up 0.1% of Allen Capital Group's portfolio in Q2 2026, its #131 holding.
Allen Capital Group first reported a position in Inspire Corporate Bond ETF in Q2 2021 and has held it in 16 quarters since.
Allen Capital Group's Inspire Corporate Bond ETF position peaked at $1.41M in Q4 2025.
111 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.