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Allworth Financial’s Inspire Corporate Bond ETF IBD Stock Holding History

Allworth Financial’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 		$3.52M Buy
147,360
+23,232
+19% +$560K 0.01% 420
2025
Q4 		$3M Buy
124,128
+6,885
+6% +$166K 0.01% 453
2025
Q3 		$2.83M Buy
117,243
+20,155
+21% +$485K 0.01% 442
2025
Q2 		$2.33M Buy
97,088
+44,923
+86% +$1.07M 0.01% 453
2025
Q1 		$1.24M Buy
52,165
+20,475
+65% +$484K 0.01% 486
2024
Q4 		$745K Buy
+31,690
New +$752K ﹤0.01% 598

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

Allworth Financial's IBD Position: Q1 2026 in Review

Allworth Financial increased its Inspire Corporate Bond ETF (IBD) stake by 19% in Q1 2026, buying an estimated $560K and bringing the position to 147,360 shares worth $3.52M. The position accounts for 0.01% of the portfolio, ranked #420.

Allworth Financial first reported a position in IBD in Q4 2024 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • Allworth Financial held 147,360 shares of Inspire Corporate Bond ETF worth $3.52M as of Q1 2026.
  • Allworth Financial bought 23,232 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $560K.
  • Inspire Corporate Bond ETF made up 0.01% of Allworth Financial's portfolio in Q1 2026, its #420 holding.
  • Allworth Financial first reported a position in Inspire Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.