AssetMark Inc
IBD icon

AssetMark Inc’s Inspire Corporate Bond ETF IBD Stock Holding History

AssetMark Inc’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 		$5.3M Buy
222,966
+10,891
+5% +$260K 0.01% 713
2026
Q1 		$5.06M Buy
212,075
+2,879
+1% +$69.4K 0.01% 659
2025
Q4 		$5.06M Buy
209,196
+14,125
+7% +$342K 0.01% 653
2025
Q3 		$4.71M Buy
+195,071
New +$4.69M 0.01% 634

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

AssetMark Inc's IBD Position: Q2 2026 in Review

AssetMark Inc increased its Inspire Corporate Bond ETF (IBD) stake by 5.1% in Q2 2026, buying an estimated $260K and bringing the position to 222,966 shares worth $5.3M. The position accounts for 0.01% of the portfolio, ranked #713.

AssetMark Inc first reported a position in IBD in Q3 2025 and has held it in 4 quarters since. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • AssetMark Inc held 222,966 shares of Inspire Corporate Bond ETF worth $5.3M as of Q2 2026.
  • AssetMark Inc bought 10,891 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $260K.
  • Inspire Corporate Bond ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #713 holding.
  • AssetMark Inc first reported a position in Inspire Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • 110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.