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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

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

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. 110 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.
  • 110 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.