Bare Financial Services’s Inspire Corporate Bond ETF IBD Stock Holding History

Bare Financial 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
2026 Q2	$18.9M	Buy	795,094 +25,215	+3%	+$601K	4.34%	8
2026 Q1	$18.4M	Buy	769,879 +55,146	+8%	+$1.33M	4.85%	7
2025 Q4	$17.3M	Buy	714,733 +40,763	+6%	+$986K	4.81%	7
2025 Q3	$16.3M	Buy	673,970 +36,774	+6%	+$885K	4.86%	7
2025 Q2	$15.3M	Buy	637,196 +23,924	+4%	+$567K	5.16%	8
2025 Q1	$14.6M	Buy	613,272 +78,308	+15%	+$1.85M	5.6%	7
2024 Q4	$12.5M	Buy	534,964 +42,795	+9%	+$1.02M	5.04%	8
2024 Q3	$11.9M	Buy	492,169 +45,810	+10%	+$1.09M	4.87%	8
2024 Q2	$10.6M	Buy	446,359 +89,990	+25%	+$2.1M	5.55%	7
2024 Q1	$8.22M	Buy	356,369 +233,876	+191%	+$5.5M	7.9%	3
2023 Q4	$2.89M	Buy	+122,493	New	+$2.8M	5.82%	8

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bare Financial Services's IBD Position: Q2 2026 in Review

Bare Financial Services increased its Inspire Corporate Bond ETF (IBD) stake by 3.3% in Q2 2026, buying an estimated $601K and bringing the position to 795,094 shares worth $18.9M. The position accounts for 4.34% of the portfolio, ranked #8.

Bare Financial Services first reported a position in IBD in Q4 2023 and has held it in 11 quarters since. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

Bare Financial Services held 795,094 shares of Inspire Corporate Bond ETF worth $18.9M as of Q2 2026.
Bare Financial Services bought 25,215 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $601K.
Inspire Corporate Bond ETF made up 4.34% of Bare Financial Services's portfolio in Q2 2026, its #8 holding.
Bare Financial Services first reported a position in Inspire Corporate Bond ETF in Q4 2023 and has held it in 11 quarters since.
110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.