Avantax Advisory Services
IBD icon

Avantax Advisory Services’s Inspire Corporate Bond ETF IBD Stock Holding History

Avantax Advisory Services’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 		$689K Sell
28,693
-172
-0.6% -$4.08K ﹤0.01% 1391
2025
Q1 		$686K Buy
28,865
+2,982
+12% +$70.4K ﹤0.01% 1319
2024
Q4 		$607K Buy
25,883
+239
+0.9% +$5.67K ﹤0.01% 1330
2024
Q3 		$618K Buy
25,644
+2,247
+10% +$53.6K ﹤0.01% 1282
2024
Q2 		$546K Buy
23,397
+2,508
+12% +$58.4K ﹤0.01% 1307
2024
Q1 		$490K Sell
20,889
-206
-1% -$4.84K ﹤0.01% 1048
2023
Q4 		$498K Sell
21,095
-4,098
-16% -$93.7K ﹤0.01% 986
2023
Q3 		$570K Buy
25,193
+742
+3% +$17K 0.01% 893
2023
Q2 		$565K Buy
24,451
+3,484
+17% +$81K 0.01% 894
2023
Q1 		$491K Sell
20,967
-224
-1% -$5.2K 0.01% 923
2022
Q4 		$488K Buy
21,191
+48
+0.2% +$1.1K 0.01% 877
2022
Q3 		$478K Sell
21,143
-6,932
-25% -$163K 0.01% 793
2022
Q2 		$657K Sell
28,075
-2,635
-9% -$62.4K 0.01% 674
2022
Q1 		$748K Buy
30,710
+4,777
+18% +$119K 0.01% 641
2021
Q4 		$668K Buy
25,933
+3,308
+15% +$85.7K 0.01% 660
2021
Q3 		$591K Buy
22,625
+6,317
+39% +$166K 0.01% 658
2021
Q2 		$428K Sell
16,308
-8,532
-34% -$223K 0.01% 761
2021
Q1 		$642K Sell
24,840
-4,073
-14% -$107K 0.01% 543
2020
Q4 		$768K Buy
28,913
+4,587
+19% +$121K 0.02% 431
2020
Q3 		$639K Buy
24,326
+2,146
+10% +$56.7K 0.01% 711
2020
Q2 		$582K Buy
+22,180
New +$568K 0.02% 444

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Bare Financial Services
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CreativeOne Wealth
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Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Christian Investment Advisors
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PAX Financial Group
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LPL Financial
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OneAscent Wealth Management
OneAscent Wealth Management Birmingham, Alabama $336M AUM 20.38% 1-Year Est. Return

Avantax Advisory Services's IBD Position: Q2 2025 in Review

Avantax Advisory Services reduced its Inspire Corporate Bond ETF (IBD) stake by 0.6% in Q2 2025, selling an estimated $4.08K and leaving 28,693 shares worth $689K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

Avantax Advisory Services first reported a position in IBD in Q2 2020 and has held it in 21 quarters since. The position peaked at $768K in Q4 2020. 94 funds tracked by Wall St. Rank hold IBD as of Q2 2025.

  • Avantax Advisory Services held 28,693 shares of Inspire Corporate Bond ETF worth $689K as of Q2 2025.
  • Avantax Advisory Services sold 172 Inspire Corporate Bond ETF shares in Q2 2025, an estimated $4.08K.
  • Inspire Corporate Bond ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1391 holding.
  • Avantax Advisory Services first reported a position in Inspire Corporate Bond ETF in Q2 2020 and has held it in 21 quarters since.
  • Avantax Advisory Services's Inspire Corporate Bond ETF position peaked at $768K in Q4 2020.
  • 94 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.