MFG
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Merit Financial Group’s Inspire Corporate Bond ETF IBD Stock Holding History

Merit Financial Group’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 		$607K Buy
25,527
+1,073
+4% +$25.6K ﹤0.01% 1382
2026
Q1 		$583K Buy
24,454
+1,597
+7% +$38.5K ﹤0.01% 1284
2025
Q4 		$553K Buy
22,857
+330
+1% +$7.98K ﹤0.01% 1260
2025
Q3 		$544K Buy
22,527
+5,879
+35% +$141K 0.01% 1138
2025
Q2 		$400K Buy
16,648
+136
+0.8% +$3.23K ﹤0.01% 1201
2025
Q1 		$392K Buy
16,512
+55
+0.3% +$1.3K 0.01% 1032
2024
Q4 		$386K Sell
16,457
-2,149
-12% -$51K 0.01% 823
2024
Q3 		$448K Sell
18,606
-886
-5% -$21.1K 0.01% 579
2024
Q2 		$455K Buy
19,492
+15
+0.1% +$349 0.01% 601
2024
Q1 		$453K Sell
19,477
-3,676
-16% -$86.4K 0.01% 587
2023
Q4 		$546K Sell
23,153
-18,889
-45% -$432K 0.02% 468
2023
Q3 		$952K Buy
42,042
+1,625
+4% +$37.3K 0.03% 331
2023
Q2 		$933K Buy
40,417
+20,575
+104% +$478K 0.03% 347
2023
Q1 		$464K Buy
19,842
+4,824
+32% +$112K 0.02% 420
2022
Q4 		$346K Sell
15,018
-52
-0.3% -$1.19K 0.01% 508
2022
Q3 		$341K Buy
15,070
+48
+0.3% +$1.13K 0.01% 415
2022
Q2 		$352K Sell
15,022
-127
-0.8% -$3.01K 0.01% 418
2022
Q1 		$369K Buy
15,149
+3,716
+33% +$92.8K 0.02% 276
2021
Q4 		$294K Buy
+11,433
New +$296K 0.03% 229

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
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

Merit Financial Group's IBD Position: Q2 2026 in Review

Merit Financial Group increased its Inspire Corporate Bond ETF (IBD) stake by 4.4% in Q2 2026, buying an estimated $25.6K and bringing the position to 25,527 shares worth $607K. The position accounts for ﹤0.01% of the portfolio, ranked #1382.

Merit Financial Group first reported a position in IBD in Q4 2021 and has held it in 19 quarters since. The position peaked at $952K in Q3 2023. 18 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • Merit Financial Group held 25,527 shares of Inspire Corporate Bond ETF worth $607K as of Q2 2026.
  • Merit Financial Group bought 1,073 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $25.6K.
  • Inspire Corporate Bond ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1382 holding.
  • Merit Financial Group first reported a position in Inspire Corporate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Merit Financial Group's Inspire Corporate Bond ETF position peaked at $952K in Q3 2023.
  • 18 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.