EWA
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EverSource Wealth Advisors’s Inspire Corporate Bond ETF IBD Stock Holding History

EverSource Wealth Advisors’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 		$464K Buy
19,504
+1,249
+7% +$29.8K 0.02% 585
2026
Q1 		$436K Sell
18,255
-871
-5% -$21K 0.01% 659
2025
Q4 		$463K Buy
19,126
+6,643
+53% +$161K 0.02% 568
2025
Q3 		$301K Sell
12,483
-1,883
-13% -$45.3K 0.01% 729
2025
Q2 		$345K Sell
14,366
-3,635
-20% -$86.2K 0.02% 598
2025
Q1 		$428K Sell
18,001
-5,504
-23% -$130K 0.02% 422
2024
Q4 		$551K Sell
23,505
-11,882
-34% -$282K 0.03% 352
2024
Q3 		$852K Sell
35,387
-13,642
-28% -$325K 0.05% 242
2024
Q2 		$1.16M Buy
49,029
+37,979
+344% +$885K 0.08% 196
2024
Q1 		$255K Sell
11,050
-96
-0.9% -$2.26K 0.02% 426
2023
Q4 		$263K Buy
11,146
+9,620
+630% +$220K 0.02% 372
2023
Q3 		$34.5K Sell
1,526
-1,350
-47% -$31K ﹤0.01% 944
2023
Q2 		$66.4K Sell
2,876
-1,111
-28% -$25.8K 0.01% 725
2023
Q1 		$93.3K Sell
3,987
-50
-1% -$1.16K 0.01% 560
2022
Q4 		$93K Hold
4,037
– – 0.01% 531
2022
Q3 		$91K Hold
4,037
– – 0.02% 454
2022
Q2 		$94K Sell
4,037
-505
-11% -$12K 0.02% 389
2022
Q1 		$111K Sell
4,542
-558
-11% -$13.9K 0.03% 319
2021
Q4 		$131K Buy
+5,100
New +$132K 0.04% 273

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

EverSource Wealth Advisors's IBD Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Inspire Corporate Bond ETF (IBD) stake by 6.8% in Q2 2026, buying an estimated $29.8K and bringing the position to 19,504 shares worth $464K. The position accounts for 0.02% of the portfolio, ranked #585.

EverSource Wealth Advisors first reported a position in IBD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.16M in Q2 2024. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • EverSource Wealth Advisors held 19,504 shares of Inspire Corporate Bond ETF worth $464K as of Q2 2026.
  • EverSource Wealth Advisors bought 1,249 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $29.8K.
  • Inspire Corporate Bond ETF made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #585 holding.
  • EverSource Wealth Advisors first reported a position in Inspire Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Inspire Corporate Bond ETF position peaked at $1.16M in Q2 2024.
  • 110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.