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Cyndeo Wealth Partners’s Inspire Corporate Bond ETF IBD Stock Holding History

Cyndeo Wealth Partners’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 		$593K Buy
24,931
+476
+2% +$11.4K 0.03% 326
2026
Q1 		$583K Buy
24,455
+13,057
+115% +$315K 0.03% 303
2025
Q4 		$276K Buy
11,398
+2
+0% +$48 0.01% 412
2025
Q3 		$275K Sell
11,396
-732
-6% -$17.6K 0.02% 405
2025
Q2 		$291K Buy
12,128
+120
+1% +$2.85K 0.02% 389
2025
Q1 		$285K Buy
12,008
+353
+3% +$8.34K 0.02% 371
2024
Q4 		$273K Buy
11,655
+2
+0% +$47 0.02% 377
2024
Q3 		$281K Sell
11,653
-10,056
-46% -$240K 0.02% 381
2024
Q2 		$506K Buy
21,709
+1,340
+7% +$31.2K 0.04% 279
2024
Q1 		$478K Buy
20,369
+3,428
+20% +$80.6K 0.04% 265
2023
Q4 		$400K Buy
16,941
+3
+0% +$69 0.04% 273
2023
Q3 		$383K Buy
16,938
+1,840
+12% +$42.2K 0.04% 245
2023
Q2 		$349K Buy
15,098
+422
+3% +$9.81K 0.04% 249
2023
Q1 		$344K Buy
14,676
+357
+2% +$8.29K 0.04% 248
2022
Q4 		$330K Buy
+14,319
New +$327K 0.04% 251

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
FA
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
II
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

Cyndeo Wealth Partners's IBD Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Inspire Corporate Bond ETF (IBD) stake by 1.9% in Q2 2026, buying an estimated $11.4K and bringing the position to 24,931 shares worth $593K. The position accounts for 0.03% of the portfolio, ranked #326.

Cyndeo Wealth Partners first reported a position in IBD in Q4 2022 and has held it in 15 quarters since. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • Cyndeo Wealth Partners held 24,931 shares of Inspire Corporate Bond ETF worth $593K as of Q2 2026.
  • Cyndeo Wealth Partners bought 476 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $11.4K.
  • Inspire Corporate Bond ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #326 holding.
  • Cyndeo Wealth Partners first reported a position in Inspire Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.