Belpointe Asset Management’s Inspire Corporate Bond ETF IBD Stock Holding History

Belpointe Asset Management’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	$2.52M	Buy	105,617 +3,785	+4%	+$91.2K	0.09%	199
2025 Q4	$2.46M	Buy	101,832 +3,968	+4%	+$96K	0.09%	191
2025 Q3	$2.36M	Buy	+97,864	New	+$2.36M	0.09%	190
2025 Q2	–	Sell	-28,158	Closed	-$669K	–	984
2025 Q1	$669K	Buy	28,158 +10,686	+61%	+$252K	0.03%	464
2024 Q4	$420K	Sell	17,472 -1,158	-6%	-$27.5K	0.03%	551
2024 Q3	$449K	Buy	18,630 +1,004	+6%	+$24K	0.03%	531
2024 Q2	$411K	Sell	17,626 -44,524	-72%	-$1.04M	0.03%	498
2024 Q1	$1.46M	Sell	62,150 -7,434	-11%	-$175K	0.11%	179
2023 Q4	$1.64M	Sell	69,584 -8,508	-11%	-$194K	0.14%	141
2023 Q3	$1.77M	Sell	78,092 -2,466	-3%	-$56.6K	0.18%	114
2023 Q2	$1.86M	Buy	80,558 +25,208	+46%	+$586K	0.2%	103
2023 Q1	$1.3M	Buy	55,350 +35,066	+173%	+$814K	0.07%	280
2022 Q4	$467K	Buy	+20,284	New	+$463K	0.03%	566
2021 Q4	–	Sell	-16,667	Closed	-$436K	–	1227
2021 Q3	$436K	Sell	16,667 -127	-0.8%	-$3.35K	0.03%	551
2021 Q2	$441K	Buy	16,794 +440	+3%	+$11.5K	0.03%	538
2021 Q1	$423K	Buy	+16,354	New	+$429K	0.04%	487

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

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

BFS

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

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

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

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

Belpointe Asset Management's IBD Position: Q1 2026 in Review

Belpointe Asset Management increased its Inspire Corporate Bond ETF (IBD) stake by 3.7% in Q1 2026, buying an estimated $91.2K and bringing the position to 105,617 shares worth $2.52M. The position accounts for 0.09% of the portfolio, ranked #199.

Belpointe Asset Management first reported a position in IBD in Q1 2021 and has held it in 16 quarters since. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

Belpointe Asset Management held 105,617 shares of Inspire Corporate Bond ETF worth $2.52M as of Q1 2026.
Belpointe Asset Management bought 3,785 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $91.2K.
Inspire Corporate Bond ETF made up 0.09% of Belpointe Asset Management's portfolio in Q1 2026, its #199 holding.
Belpointe Asset Management first reported a position in Inspire Corporate Bond ETF in Q1 2021 and has held it in 16 quarters since.
106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.