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Harvest Investment Services’s Inspire Corporate Bond ETF IBD Stock Holding History

Harvest Investment Services’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 		$261K Sell
10,947
-2,380
-18% -$57.3K 0.05% 286
2025
Q4 		$323K Sell
13,327
-2,783
-17% -$67.3K 0.06% 254
2025
Q3 		$389K Buy
16,110
+4,838
+43% +$116K 0.08% 223
2025
Q2 		$271K Sell
11,272
-22,523
-67% -$534K 0.06% 263
2025
Q1 		$803K Buy
+33,795
New +$798K 0.22% 112
2022
Q3 		– Sell
-13,663
Closed -$319K – 129
2022
Q2 		$319K Hold
13,663
– – 0.24% 96
2022
Q1 		$333K Buy
13,663
+343
+3% +$8.57K 0.2% 140
2021
Q4 		$342K Buy
13,320
+208
+2% +$5.39K 0.14% 184
2021
Q3 		$342K Buy
13,112
+3,447
+36% +$90.8K 0.14% 198
2021
Q2 		$253K Sell
9,665
-1,511
-14% -$39.5K 0.11% 243
2021
Q1 		$289K Buy
11,176
+3,112
+39% +$81.7K 0.13% 194
2020
Q4 		$214K Sell
8,064
-39
-0.5% -$1.03K 0.11% 193
2020
Q3 		$213K Sell
8,103
-35,352
-81% -$934K 0.12% 199
2020
Q2 		$1.14M Sell
43,455
-17,870
-29% -$458K 0.68% 33
2020
Q1 		$1.49M Buy
+61,325
New +$1.56M 1.99% 11

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

Harvest Investment Services's IBD Position: Q1 2026 in Review

Harvest Investment Services reduced its Inspire Corporate Bond ETF (IBD) stake by 18% in Q1 2026, selling an estimated $57.3K and leaving 10,947 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #286.

Harvest Investment Services first reported a position in IBD in Q1 2020 and has held it in 15 quarters since. The position peaked at $1.49M in Q1 2020. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • Harvest Investment Services held 10,947 shares of Inspire Corporate Bond ETF worth $261K as of Q1 2026.
  • Harvest Investment Services sold 2,380 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $57.3K.
  • Inspire Corporate Bond ETF made up 0.05% of Harvest Investment Services's portfolio in Q1 2026, its #286 holding.
  • Harvest Investment Services first reported a position in Inspire Corporate Bond ETF in Q1 2020 and has held it in 15 quarters since.
  • Harvest Investment Services's Inspire Corporate Bond ETF position peaked at $1.49M in Q1 2020.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.