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LVZ Inc’s Inspire Corporate Bond ETF IBD Stock Holding History

LVZ Inc’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 		$4.7M Buy
197,625
+2,329
+1% +$55.5K 0.48% 21
2026
Q1 		$4.66M Buy
195,296
+13,281
+7% +$320K 0.53% 19
2025
Q4 		$4.4M Sell
182,015
-1,086
-0.6% -$26.3K 0.49% 18
2025
Q3 		$4.42M Buy
183,101
+3,131
+2% +$75.3K 0.5% 19
2025
Q2 		$4.32M Sell
179,970
-7,434
-4% -$176K 0.52% 17
2025
Q1 		$4.45M Buy
187,404
+2,011
+1% +$47.5K 0.58% 13
2024
Q4 		$4.35M Buy
185,393
+14,676
+9% +$348K 0.56% 17
2024
Q3 		$4.11M Sell
170,717
-737
-0.4% -$17.6K 0.53% 16
2024
Q2 		$4M Sell
171,454
-3,271
-2% -$76.2K 0.55% 16
2024
Q1 		$4.1M Buy
174,725
+8,015
+5% +$188K 0.56% 13
2023
Q4 		$3.93M Buy
166,710
+4,168
+3% +$95.3K 0.56% 13
2023
Q3 		$3.68M Buy
162,542
+1,554
+1% +$35.7K 0.59% 12
2023
Q2 		$3.72M Buy
160,988
+79,697
+98% +$1.85M 0.52% 15
2023
Q1 		$1.9M Buy
81,291
+1,351
+2% +$31.4K 0.28% 33
2022
Q4 		$1.84M Buy
79,940
+3,657
+5% +$83.4K 0.29% 29
2022
Q3 		$1.73M Sell
76,283
-1,855
-2% -$43.5K 0.3% 24
2022
Q2 		$1.83M Buy
78,138
+1,683
+2% +$39.9K 0.31% 23
2022
Q1 		$1.86M Buy
76,455
+1,765
+2% +$44.1K 0.26% 32
2021
Q4 		$1.92M Buy
74,690
+7,296
+11% +$189K 0.26% 32
2021
Q3 		$1.76M Buy
67,394
+6,453
+11% +$170K 0.25% 30
2021
Q2 		$1.6M Buy
60,941
+5,596
+10% +$146K 0.24% 37
2021
Q1 		$1.43M Buy
55,345
+7,250
+15% +$190K 0.22% 37
2020
Q4 		$1.28M Buy
48,095
+2,568
+6% +$67.9K 0.21% 36
2020
Q3 		$1.2M Sell
45,527
-737
-2% -$19.5K 0.25% 28
2020
Q2 		$1.22M Sell
46,264
-33,428
-42% -$857K 0.27% 28
2020
Q1 		$1.94M Sell
79,692
-487
-0.6% -$12.4K 0.47% 17
2019
Q4 		$2.06M Buy
80,179
+9,710
+14% +$250K 0.4% 15
2019
Q3 		$1.81M Buy
70,469
+8,401
+14% +$216K 0.39% 16
2019
Q2 		$1.59M Buy
62,068
+6,304
+11% +$159K 0.36% 19
2019
Q1 		$1.4M Buy
55,764
+33,200
+147% +$820K 0.33% 19
2018
Q4 		$551K Buy
22,564
+4,330
+24% +$105K 0.16% 38
2018
Q3 		$446K Buy
18,234
+2,952
+19% +$72.1K 0.11% 47
2018
Q2 		$373K Buy
15,282
+815
+6% +$19.9K 0.09% 52
2018
Q1 		$354K Buy
14,467
+2,775
+24% +$69K 0.1% 45
2017
Q4 		$295K Buy
11,692
+1,723
+17% +$43.4K 0.09% 56
2017
Q3 		$252K Buy
+9,969
New +$252K 0.08% 55

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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 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

LVZ Inc's IBD Position: Q2 2026 in Review

LVZ Inc increased its Inspire Corporate Bond ETF (IBD) stake by 1.2% in Q2 2026, buying an estimated $55.5K and bringing the position to 197,625 shares worth $4.7M. The position accounts for 0.48% of the portfolio, ranked #21.

LVZ Inc first reported a position in IBD in Q3 2017 and has held it in 36 quarters since. 18 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • LVZ Inc held 197,625 shares of Inspire Corporate Bond ETF worth $4.7M as of Q2 2026.
  • LVZ Inc bought 2,329 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $55.5K.
  • Inspire Corporate Bond ETF made up 0.48% of LVZ Inc's portfolio in Q2 2026, its #21 holding.
  • LVZ Inc first reported a position in Inspire Corporate Bond ETF in Q3 2017 and has held it in 36 quarters since.
  • 18 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.