Kestra Advisory Services’s Inspire Corporate Bond ETF IBD Stock Holding History

Kestra Advisory 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 Q3	$2M	Sell	86,472 -1,739	-2%	-$40.9K	0.01%	1463
2026 Q2	$2.1M	Buy	88,211 +7,973	+10%	+$190K	0.01%	1321
2026 Q1	$1.91M	Buy	80,238 +7,321	+10%	+$176K	0.01%	1330
2025 Q4	$1.76M	Buy	72,917 +20,917	+40%	+$506K	0.01%	1291
2025 Q3	$1.26M	Buy	52,000 +27,632	+113%	+$665K	0.01%	1439
2025 Q2	$585K	Sell	24,368 -7,558	-24%	-$179K	﹤0.01%	1857
2025 Q1	$758K	Sell	31,926 -441	-1%	-$10.4K	﹤0.01%	1560
2024 Q4	$759K	Buy	32,367 +23	+0.1%	+$546	﹤0.01%	1587
2024 Q3	$779K	Sell	32,344 -207	-0.6%	-$4.94K	﹤0.01%	1486
2024 Q2	$759K	Buy	+32,551	New	+$758K	﹤0.01%	1495

Other funds holding IBD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

Bare Financial Services Gap, Pennsylvania $447M AUM 11.53% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Kestra Advisory Services's IBD Position: Q3 2026 in Review

Kestra Advisory Services reduced its Inspire Corporate Bond ETF (IBD) stake by 2% in Q3 2026, selling an estimated $40.9K and leaving 86,472 shares worth $2M. The position accounts for 0.01% of the portfolio, ranked #1463.

Kestra Advisory Services first reported a position in IBD in Q2 2024 and has held it in 10 quarters since. The position peaked at $2.1M in Q2 2026. 61 funds tracked by Wall St. Rank hold IBD as of Q3 2026.

Kestra Advisory Services held 86,472 shares of Inspire Corporate Bond ETF worth $2M as of Q3 2026.
Kestra Advisory Services sold 1,739 Inspire Corporate Bond ETF shares in Q3 2026, an estimated $40.9K.
Inspire Corporate Bond ETF made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1463 holding.
Kestra Advisory Services first reported a position in Inspire Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
Kestra Advisory Services's Inspire Corporate Bond ETF position peaked at $2.1M in Q2 2026.
61 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.