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Mosaic Family Wealth Partners’s Inspire Corporate Bond ETF IBD Stock Holding History

Mosaic Family Wealth Partners’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
Q2 		– Sell
-8,686
Closed -$206K – 232
2025
Q1 		$206K Buy
8,686
+36
+0.4% +$851 0.03% 207
2024
Q4 		$203K Buy
+8,650
New +$205K 0.03% 204

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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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

Mosaic Family Wealth Partners's IBD Position: Q2 2025 in Review

Mosaic Family Wealth Partners sold out of Inspire Corporate Bond ETF (IBD) in Q2 2025, closing a stake of 8,686 shares — an estimated $206K sold.

Mosaic Family Wealth Partners first reported a position in IBD in Q4 2024 and held it in 2 quarters. The position peaked at $206K in Q1 2025. 94 funds tracked by Wall St. Rank hold IBD as of Q2 2025.

  • Mosaic Family Wealth Partners reported no remaining Inspire Corporate Bond ETF position as of Q2 2025 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 8,686 Inspire Corporate Bond ETF shares in Q2 2025, an estimated $206K.
  • Mosaic Family Wealth Partners first reported a position in Inspire Corporate Bond ETF in Q4 2024 and held it in 2 quarters.
  • Mosaic Family Wealth Partners's Inspire Corporate Bond ETF position peaked at $206K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2025.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2025, filed 11 Aug 2025.