Belpointe Asset Management
IBD icon

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
Q2 		$2.53M Buy
106,334
+717
+0.7% +$17.1K 0.08% 226
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

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Creative Financial Designs
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LPL Financial
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Bare Financial Services
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
PAX Financial Group
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Plan A Wealth
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Belpointe Asset Management's IBD Position: Q2 2026 in Review

Belpointe Asset Management increased its Inspire Corporate Bond ETF (IBD) stake by 0.68% in Q2 2026, buying an estimated $17.1K and bringing the position to 106,334 shares worth $2.53M. The position accounts for 0.08% of the portfolio, ranked #226.

Belpointe Asset Management first reported a position in IBD in Q1 2021 and has held it in 17 quarters since. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • Belpointe Asset Management held 106,334 shares of Inspire Corporate Bond ETF worth $2.53M as of Q2 2026.
  • Belpointe Asset Management bought 717 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $17.1K.
  • Inspire Corporate Bond ETF made up 0.08% of Belpointe Asset Management's portfolio in Q2 2026, its #226 holding.
  • Belpointe Asset Management first reported a position in Inspire Corporate Bond ETF in Q1 2021 and has held it in 17 quarters since.
  • 110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.