BFS
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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
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

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
FA
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
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

Bare Financial Services's IBD Position: Q1 2026 in Review

Bare Financial Services increased its Inspire Corporate Bond ETF (IBD) stake by 7.7% in Q1 2026, buying an estimated $1.33M and bringing the position to 769,879 shares worth $18.4M. The position accounts for 4.85% of the portfolio, ranked #7.

Bare Financial Services first reported a position in IBD in Q4 2023 and has held it in 10 quarters since. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • Bare Financial Services held 769,879 shares of Inspire Corporate Bond ETF worth $18.4M as of Q1 2026.
  • Bare Financial Services bought 55,146 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $1.33M.
  • Inspire Corporate Bond ETF made up 4.85% of Bare Financial Services's portfolio in Q1 2026, its #7 holding.
  • Bare Financial Services first reported a position in Inspire Corporate Bond ETF in Q4 2023 and has held it in 10 quarters since.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on Bare Financial Services's 13F filing for Q1 2026, filed 14 May 2026.