CreativeOne Wealth’s Inspire Corporate Bond ETF IBD Stock Holding History

CreativeOne Wealth’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	$13.7M	Buy	575,866 +538,354	+1,435%	+$13M	0.32%	59
2025 Q4	$908K	Sell	37,512 -577,506	-94%	-$14M	0.02%	587
2025 Q3	$14.9M	Sell	615,018 -4,904	-0.8%	-$118K	0.36%	51
2025 Q2	$14.9M	Buy	619,922 +3,713	+0.6%	+$88K	0.39%	51
2025 Q1	$14.6M	Sell	616,209 -12,464	-2%	-$294K	0.44%	46
2024 Q4	$14.7M	Sell	628,673 -11,508	-2%	-$273K	0.45%	44
2024 Q3	$15.4M	Buy	640,181 +52,513	+9%	+$1.25M	0.52%	39
2024 Q2	$13.7M	Sell	587,668 -58,861	-9%	-$1.37M	0.69%	32
2024 Q1	$15.2M	Buy	646,529 +13,687	+2%	+$322K	0.6%	35
2023 Q4	$14.9M	Sell	632,842 -30,163	-5%	-$689K	0.96%	18
2023 Q3	$15M	Sell	663,005 -20,066	-3%	-$461K	1.08%	16
2023 Q2	$15.8M	Sell	683,071 -19,696	-3%	-$458K	0.74%	26
2023 Q1	$16.5M	Sell	702,767 -4,822	-0.7%	-$112K	0.81%	25
2022 Q4	$16.3M	Sell	707,589 -32,882	-4%	-$750K	0.9%	20
2022 Q3	$16.8M	Buy	740,471 +22,268	+3%	+$522K	1.01%	18
2022 Q2	$16.8M	Sell	718,203 -100,726	-12%	-$2.39M	0.91%	24
2022 Q1	$20M	Buy	818,929 +35,618	+5%	+$890K	1.03%	19
2021 Q4	$20.2M	Buy	783,311 +59,935	+8%	+$1.55M	1%	22
2021 Q3	$18.9M	Buy	723,376 +140,628	+24%	+$3.71M	1.11%	18
2021 Q2	$15.3M	Buy	582,748 +144,703	+33%	+$3.78M	0.95%	21
2021 Q1	$11.3M	Buy	438,045 +105,980	+32%	+$2.78M	0.86%	22
2020 Q4	$8.83M	Buy	332,065 +122,161	+58%	+$3.23M	0.73%	27
2020 Q3	$5.52M	Buy	209,904 +59,242	+39%	+$1.57M	0.77%	29
2020 Q2	$3.96M	Buy	150,662 +13,508	+10%	+$346K	0.62%	31
2020 Q1	$3.34M	Buy	137,154 +8,413	+7%	+$214K	0.64%	31
2019 Q4	$3.31M	Buy	128,741 +27,066	+27%	+$697K	0.56%	33
2019 Q3	$2.61M	Buy	101,675 +9,026	+10%	+$232K	0.5%	37
2019 Q2	$2.38M	Buy	92,649 +17,436	+23%	+$439K	0.5%	31
2019 Q1	$1.89M	Buy	75,213 +17,682	+31%	+$437K	0.49%	28
2018 Q4	$1.41M	Buy	57,531 +21,284	+59%	+$518K	0.47%	32
2018 Q3	$888K	Buy	36,247 +26,409	+268%	+$645K	0.33%	32
2018 Q2	$240K	Buy	+9,838	New	+$240K	0.1%	47

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

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

CreativeOne Wealth's IBD Position: Q1 2026 in Review

CreativeOne Wealth increased its Inspire Corporate Bond ETF (IBD) stake by 1,435% in Q1 2026, buying an estimated $13M and bringing the position to 575,866 shares worth $13.7M. The position accounts for 0.32% of the portfolio, ranked #59.

CreativeOne Wealth first reported a position in IBD in Q2 2018 and has held it in 32 quarters since. The position peaked at $20.2M in Q4 2021. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

CreativeOne Wealth held 575,866 shares of Inspire Corporate Bond ETF worth $13.7M as of Q1 2026.
CreativeOne Wealth bought 538,354 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $13M.
Inspire Corporate Bond ETF made up 0.32% of CreativeOne Wealth's portfolio in Q1 2026, its #59 holding.
CreativeOne Wealth first reported a position in Inspire Corporate Bond ETF in Q2 2018 and has held it in 32 quarters since.
CreativeOne Wealth's Inspire Corporate Bond ETF position peaked at $20.2M in Q4 2021.
106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.