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

Envestnet 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	$3.72M	Buy	156,095 +184	+0.1%	+$4.43K	﹤0.01%	2553
2025 Q4	$3.77M	Buy	155,911 +10,026	+7%	+$242K	﹤0.01%	2383
2025 Q3	$3.52M	Buy	145,885 +15,450	+12%	+$372K	﹤0.01%	2497
2025 Q2	$3.13M	Sell	130,435 -4,326	-3%	-$103K	﹤0.01%	2517
2025 Q1	$3.2M	Buy	134,761 +3,991	+3%	+$94.3K	﹤0.01%	2426
2024 Q4	$3.07M	Sell	130,770 -8,720	-6%	-$207K	﹤0.01%	2422
2024 Q3	$3.36M	Buy	139,490 +1,704	+1%	+$40.7K	﹤0.01%	2352
2024 Q2	$3.21M	Sell	137,786 -11,463	-8%	-$267K	﹤0.01%	2324
2024 Q1	$3.5M	Buy	149,249 +9,446	+7%	+$222K	﹤0.01%	2221
2023 Q4	$3.3M	Sell	139,803 -17,391	-11%	-$397K	﹤0.01%	2162
2023 Q3	$3.56M	Buy	157,194 +16,208	+11%	+$372K	﹤0.01%	2022
2023 Q2	$3.26M	Sell	140,986 -1,933	-1%	-$44.9K	﹤0.01%	1966
2023 Q1	$3.35M	Buy	142,919 +5,515	+4%	+$128K	﹤0.01%	1874
2022 Q4	$3.17M	Buy	137,404 +9,686	+8%	+$221K	﹤0.01%	1863
2022 Q3	$2.89M	Sell	127,718 -5,918	-4%	-$139K	﹤0.01%	1859
2022 Q2	$3.13M	Sell	133,636 -2,625	-2%	-$62.2K	﹤0.01%	1810
2022 Q1	$3.32M	Buy	136,261 +12,890	+10%	+$322K	﹤0.01%	1863
2021 Q4	$3.18M	Sell	123,371 -25,744	-17%	-$667K	﹤0.01%	1870
2021 Q3	$3.9M	Buy	149,115 +4,600	+3%	+$121K	﹤0.01%	1683
2021 Q2	$3.8M	Buy	144,515 +11,286	+8%	+$295K	﹤0.01%	1683
2021 Q1	$3.45M	Buy	133,229 +15,360	+13%	+$403K	﹤0.01%	1629
2020 Q4	$3.13M	Buy	117,869 +4,176	+4%	+$110K	﹤0.01%	1506
2020 Q3	$2.99M	Sell	113,693 -13,703	-11%	-$362K	﹤0.01%	1399
2020 Q2	$3.35M	Buy	127,396 +56,217	+79%	+$1.44M	﹤0.01%	1316
2020 Q1	$1.73M	Sell	71,179 -1,850	-3%	-$47K	﹤0.01%	1499
2019 Q4	$1.88M	Buy	73,029 +18	+0%	+$463	﹤0.01%	1643
2019 Q3	$1.88M	Sell	73,011 -12,858	-15%	-$330K	﹤0.01%	1580
2019 Q2	$2.2M	Buy	85,869 +26,966	+46%	+$680K	﹤0.01%	1503
2019 Q1	$1.48M	Buy	58,903 +7,248	+14%	+$179K	﹤0.01%	1641
2018 Q4	$1.26M	Buy	+51,655	New	+$1.26M	﹤0.01%	1588

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

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

Envestnet Asset Management increased its Inspire Corporate Bond ETF (IBD) stake by 0.12% in Q1 2026, buying an estimated $4.43K and bringing the position to 156,095 shares worth $3.72M. The position accounts for ﹤0.01% of the portfolio, ranked #2553.

Envestnet Asset Management first reported a position in IBD in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.9M in Q3 2021. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

Envestnet Asset Management held 156,095 shares of Inspire Corporate Bond ETF worth $3.72M as of Q1 2026.
Envestnet Asset Management bought 184 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $4.43K.
Inspire Corporate Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2553 holding.
Envestnet Asset Management first reported a position in Inspire Corporate Bond ETF in Q4 2018 and has held it in 30 quarters since.
Envestnet Asset Management's Inspire Corporate Bond ETF position peaked at $3.9M in Q3 2021.
106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.