IFG
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Independent Financial Group’s Inspire Corporate Bond ETF IBD Stock Holding History

Independent Financial Group’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 		$465K Buy
19,551
+420
+2% +$10K 0.01% 1033
2026
Q1 		$456K Buy
19,131
+2,276
+14% +$54.8K 0.01% 969
2025
Q4 		$408K Buy
16,855
+1,318
+8% +$31.9K 0.01% 1000
2025
Q3 		$375K Buy
15,537
+704
+5% +$16.9K 0.01% 980
2025
Q2 		$356K Buy
14,833
+60
+0.4% +$1.42K 0.01% 942
2025
Q1 		$351K Sell
14,773
-239
-2% -$5.65K 0.01% 866
2024
Q4 		$352K Buy
15,012
+205
+1% +$4.87K 0.01% 841
2024
Q3 		$357K Sell
14,807
-72
-0.5% -$1.72K 0.01% 803
2024
Q2 		$347K Buy
14,879
+411
+3% +$9.57K 0.01% 765
2024
Q1 		$340K Buy
14,468
+797
+6% +$18.7K 0.02% 732
2023
Q4 		$322K Buy
13,671
+378
+3% +$8.64K 0.02% 691
2023
Q3 		$301K Buy
+13,293
New +$305K 0.02% 661

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

Independent Financial Group's IBD Position: Q2 2026 in Review

Independent Financial Group increased its Inspire Corporate Bond ETF (IBD) stake by 2.2% in Q2 2026, buying an estimated $10K and bringing the position to 19,551 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #1033.

Independent Financial Group first reported a position in IBD in Q3 2023 and has held it in 12 quarters since. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • Independent Financial Group held 19,551 shares of Inspire Corporate Bond ETF worth $465K as of Q2 2026.
  • Independent Financial Group bought 420 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $10K.
  • Inspire Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1033 holding.
  • Independent Financial Group first reported a position in Inspire Corporate Bond ETF in Q3 2023 and has held it in 12 quarters since.
  • 110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.