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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
Q3 		$513K Buy
22,286
+2,735
+14% +$64.4K 0.01% 1002
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

PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Independent Financial Group's IBD Position: Q3 2026 in Review

Independent Financial Group increased its Inspire Corporate Bond ETF (IBD) stake by 14% in Q3 2026, buying an estimated $64.4K and bringing the position to 22,286 shares worth $513K. The position accounts for 0.01% of the portfolio, ranked #1002.

Independent Financial Group first reported a position in IBD in Q3 2023 and has held it in 13 quarters since. 10 funds tracked by Wall St. Rank hold IBD as of Q3 2026.

  • Independent Financial Group held 22,286 shares of Inspire Corporate Bond ETF worth $513K as of Q3 2026.
  • Independent Financial Group bought 2,735 Inspire Corporate Bond ETF shares in Q3 2026, an estimated $64.4K.
  • Inspire Corporate Bond ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1002 holding.
  • Independent Financial Group first reported a position in Inspire Corporate Bond ETF in Q3 2023 and has held it in 13 quarters since.
  • 10 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.