Atria Wealth Solutions’s Inspire Corporate Bond ETF IBD Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$302K	Sell	12,544 -2,664	-18%	-$63.2K	0.01%	1146
2025 Q1	$362K	Buy	15,208 +5,397	+55%	+$128K	﹤0.01%	1372
2024 Q4	$230K	Buy	9,811 +227	+2%	+$5.39K	﹤0.01%	1729
2024 Q3	$232K	Buy	9,584 +991	+12%	+$23.6K	﹤0.01%	1680
2024 Q2	$201K	Sell	8,593 -36,743	-81%	-$856K	﹤0.01%	1776
2024 Q1	$1.07M	Buy	45,336 +1,276	+3%	+$30K	0.01%	881
2023 Q4	$1.04M	Sell	44,060 -661	-1%	-$15.1K	0.01%	845
2023 Q3	$1.02M	Sell	44,721 -3,905	-8%	-$89.7K	0.01%	805
2023 Q2	$1.12M	Sell	48,626 -437	-0.9%	-$10.2K	0.02%	795
2023 Q1	$1.15M	Buy	49,063 +4,208	+9%	+$97.7K	0.02%	737
2022 Q4	$1.03M	Buy	44,855 +7,614	+20%	+$174K	0.02%	728
2022 Q3	$844K	Buy	37,241 +433	+1%	+$10.2K	0.01%	779
2022 Q2	$861K	Buy	36,808 +624	+2%	+$14.8K	0.02%	753
2022 Q1	$882K	Buy	+36,184	New	+$904K	0.01%	786

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

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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return

Christian Investment Advisors New Braunfels, Texas $170M AUM 13.8% 1-Year Est. Return

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

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

OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return

Atria Wealth Solutions's IBD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Inspire Corporate Bond ETF (IBD) stake by 18% in Q2 2025, selling an estimated $63.2K and leaving 12,544 shares worth $302K. The position accounts for 0.01% of the portfolio, ranked #1146.

Atria Wealth Solutions first reported a position in IBD in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.15M in Q1 2023. 94 funds tracked by Wall St. Rank hold IBD as of Q2 2025.

Atria Wealth Solutions held 12,544 shares of Inspire Corporate Bond ETF worth $302K as of Q2 2025.
Atria Wealth Solutions sold 2,664 Inspire Corporate Bond ETF shares in Q2 2025, an estimated $63.2K.
Inspire Corporate Bond ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1146 holding.
Atria Wealth Solutions first reported a position in Inspire Corporate Bond ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Inspire Corporate Bond ETF position peaked at $1.15M in Q1 2023.
94 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.