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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
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 $1.23B 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
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
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

Cyndeo Wealth Partners's IBD Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its Inspire Corporate Bond ETF (IBD) stake by 115% in Q1 2026, buying an estimated $315K and bringing the position to 24,455 shares worth $583K. The position accounts for 0.03% of the portfolio, ranked #303.

Cyndeo Wealth Partners first reported a position in IBD in Q4 2022 and has held it in 14 quarters since. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • Cyndeo Wealth Partners held 24,455 shares of Inspire Corporate Bond ETF worth $583K as of Q1 2026.
  • Cyndeo Wealth Partners bought 13,057 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $315K.
  • Inspire Corporate Bond ETF made up 0.03% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #303 holding.
  • Cyndeo Wealth Partners first reported a position in Inspire Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.