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McElhenny Sheffield Capital Management’s Inspire Corporate Bond ETF IBD Stock Holding History

McElhenny Sheffield Capital 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
2025
Q3 		– Sell
-10,755
Closed -$258K – 115
2025
Q2 		$258K Sell
10,755
-10,560
-50% -$250K 0.07% 90
2025
Q1 		$506K Buy
21,315
+2,568
+14% +$60.7K 0.19% 50
2024
Q4 		$439K Sell
18,747
-2,978
-14% -$70.7K 0.15% 61
2024
Q3 		$523K Sell
21,725
-1,413
-6% -$33.7K 0.17% 54
2024
Q2 		$540K Sell
23,138
-624
-3% -$14.5K 0.19% 48
2024
Q1 		$558K Hold
23,762
– – 0.2% 48
2023
Q4 		$561K Buy
23,762
+20
+0.1% +$457 0.23% 45
2023
Q3 		$538K Buy
23,742
+220
+0.9% +$5.05K 0.27% 46
2023
Q2 		$543K Buy
23,522
+12,072
+105% +$281K 0.23% 48
2023
Q1 		$268K Buy
11,450
+465
+4% +$10.8K 0.14% 76
2022
Q4 		$253K Sell
10,985
-872
-7% -$19.9K 0.12% 75
2022
Q3 		$268K Sell
11,857
-4
-0% -$94 0.2% 69
2022
Q2 		$278K Sell
11,861
-9
-0.1% -$213 0.13% 77
2022
Q1 		$289K Sell
11,870
-11,185
-49% -$279K 0.1% 94
2021
Q4 		$593K Sell
23,055
-6,164
-21% -$160K 0.22% 65
2021
Q3 		$764K Buy
+29,219
New +$770K 0.35% 43

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

McElhenny Sheffield Capital Management's IBD Position: Q3 2025 in Review

McElhenny Sheffield Capital Management sold out of Inspire Corporate Bond ETF (IBD) in Q3 2025, closing a stake of 10,755 shares — an estimated $258K sold.

McElhenny Sheffield Capital Management first reported a position in IBD in Q3 2021 and held it in 16 quarters. The position peaked at $764K in Q3 2021. 97 funds tracked by Wall St. Rank hold IBD as of Q3 2025.

  • McElhenny Sheffield Capital Management reported no remaining Inspire Corporate Bond ETF position as of Q3 2025 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 10,755 Inspire Corporate Bond ETF shares in Q3 2025, an estimated $258K.
  • McElhenny Sheffield Capital Management first reported a position in Inspire Corporate Bond ETF in Q3 2021 and held it in 16 quarters.
  • McElhenny Sheffield Capital Management's Inspire Corporate Bond ETF position peaked at $764K in Q3 2021.
  • 97 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2025.

Based on McElhenny Sheffield Capital Management's 13F filing for Q3 2025, filed 21 Oct 2025.