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Larry Mathis Financial Planning’s Inspire Corporate Bond ETF IBD Stock Holding History

Larry Mathis Financial Planning’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 		$612K Hold
25,762
– – 0.47% 56
2026
Q1 		$615K Hold
25,762
– – 0.55% 41
2025
Q4 		$623K Buy
+25,762
New +$623K 0.55% 51

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 24.22% 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

Larry Mathis Financial Planning's IBD Position: Q2 2026 in Review

Larry Mathis Financial Planning held its Inspire Corporate Bond ETF (IBD) position steady in Q2 2026 at 25,762 shares worth $612K. The position accounts for 0.47% of the portfolio, ranked #56.

Larry Mathis Financial Planning first reported a position in IBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $623K in Q4 2025. 109 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • Larry Mathis Financial Planning held 25,762 shares of Inspire Corporate Bond ETF worth $612K as of Q2 2026.
  • Larry Mathis Financial Planning left its Inspire Corporate Bond ETF share count unchanged in Q2 2026.
  • Inspire Corporate Bond ETF made up 0.47% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #56 holding.
  • Larry Mathis Financial Planning first reported a position in Inspire Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Inspire Corporate Bond ETF position peaked at $623K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.