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HFG Wealth Management’s Inspire Corporate Bond ETF IBD Stock Holding History

HFG Wealth 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 		$976K Sell
40,892
-834
-2% -$20.1K 0.54% 29
2025
Q4 		$1.01M Sell
41,726
-30,645
-42% -$741K 0.56% 28
2025
Q3 		$1.75M Buy
72,371
+6,524
+10% +$157K 0.95% 25
2025
Q2 		$1.56M Buy
65,847
+4,440
+7% +$105K 0.95% 25
2025
Q1 		$1.44M Buy
+61,407
New +$1.45M 0.87% 26

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

HFG Wealth Management's IBD Position: Q1 2026 in Review

HFG Wealth Management reduced its Inspire Corporate Bond ETF (IBD) stake by 2% in Q1 2026, selling an estimated $20.1K and leaving 40,892 shares worth $976K. The position accounts for 0.54% of the portfolio, ranked #29.

HFG Wealth Management first reported a position in IBD in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.75M in Q3 2025. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • HFG Wealth Management held 40,892 shares of Inspire Corporate Bond ETF worth $976K as of Q1 2026.
  • HFG Wealth Management sold 834 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $20.1K.
  • Inspire Corporate Bond ETF made up 0.54% of HFG Wealth Management's portfolio in Q1 2026, its #29 holding.
  • HFG Wealth Management first reported a position in Inspire Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • HFG Wealth Management's Inspire Corporate Bond ETF position peaked at $1.75M in Q3 2025.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on HFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.