EWA
IBD icon

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
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 $1.23B 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

EverSource Wealth Advisors's IBD Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its Inspire Corporate Bond ETF (IBD) stake by 4.6% in Q1 2026, selling an estimated $21K and leaving 18,255 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #659.

EverSource Wealth Advisors first reported a position in IBD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.16M in Q2 2024. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • EverSource Wealth Advisors held 18,255 shares of Inspire Corporate Bond ETF worth $436K as of Q1 2026.
  • EverSource Wealth Advisors sold 871 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $21K.
  • Inspire Corporate Bond ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #659 holding.
  • EverSource Wealth Advisors first reported a position in Inspire Corporate Bond ETF in Q4 2021 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Inspire Corporate Bond ETF position peaked at $1.16M in Q2 2024.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.