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

Legacy Wealth Asset 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
Q2 		$4.39M Buy
184,769
+14,223
+8% +$339K 0.96% 16
2026
Q1 		$4.07M Buy
170,546
+10,915
+7% +$263K 0.99% 11
2025
Q4 		$3.86M Buy
159,631
+7,998
+5% +$193K 0.95% 11
2025
Q3 		$3.66M Buy
151,633
+4,448
+3% +$107K 0.89% 12
2025
Q2 		$3.53M Buy
147,185
+4,471
+3% +$106K 0.9% 12
2025
Q1 		$3.39M Buy
142,714
+1,987
+1% +$46.9K 0.94% 12
2024
Q4 		$3.3M Sell
140,727
-63
-0% -$1.5K 0.9% 12
2024
Q3 		$3.39M Buy
140,790
+1,156
+0.8% +$27.6K 0.91% 12
2024
Q2 		$3.26M Buy
139,634
+11,212
+9% +$261K 0.92% 13
2024
Q1 		$3.02M Buy
128,422
+4,515
+4% +$106K 0.84% 14
2023
Q4 		$2.92M Sell
123,907
-3,004
-2% -$68.7K 0.96% 10
2023
Q3 		$2.87M Sell
126,911
-4,129
-3% -$94.8K 1.05% 9
2023
Q2 		$3.03M Buy
131,040
+2,500
+2% +$58.1K 1.06% 10
2023
Q1 		$3.01M Sell
128,540
-5,308
-4% -$123K 1.09% 8
2022
Q4 		$3.08M Buy
133,848
+765
+0.6% +$17.5K 1.17% 7
2022
Q3 		$3.01M Sell
133,083
-19,558
-13% -$459K 1.32% 5
2022
Q2 		$3.57M Sell
152,641
-6,896
-4% -$163K 1.45% 5
2022
Q1 		$3.89M Buy
159,537
+10,814
+7% +$270K 1.38% 5
2021
Q4 		$3.83M Buy
148,723
+18,435
+14% +$478K 1.3% 6
2021
Q3 		$3.41M Buy
130,288
+5,063
+4% +$133K 1.56% 4
2021
Q2 		$3.29M Buy
125,225
+3,173
+3% +$82.9K 1.46% 4
2021
Q1 		$3.16M Buy
122,052
+11,851
+11% +$311K 1.46% 4
2020
Q4 		$2.93M Buy
+110,201
New +$2.91M 1.48% 4

Other funds holding IBD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Legacy Wealth Asset Management's IBD Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its Inspire Corporate Bond ETF (IBD) stake by 8.3% in Q2 2026, buying an estimated $339K and bringing the position to 184,769 shares worth $4.39M. The position accounts for 0.96% of the portfolio, ranked #16.

Legacy Wealth Asset Management first reported a position in IBD in Q4 2020 and has held it in 23 quarters since. 18 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • Legacy Wealth Asset Management held 184,769 shares of Inspire Corporate Bond ETF worth $4.39M as of Q2 2026.
  • Legacy Wealth Asset Management bought 14,223 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $339K.
  • Inspire Corporate Bond ETF made up 0.96% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #16 holding.
  • Legacy Wealth Asset Management first reported a position in Inspire Corporate Bond ETF in Q4 2020 and has held it in 23 quarters since.
  • 18 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.