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%	+$70.5K	﹤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%	+$1.09K	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

Other funds holding IBD

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

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

BFS

Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

CIA

Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWM

OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 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.