OneAscent Family Office’s Inspire Corporate Bond ETF IBD Stock Holding History

OneAscent Family Office’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	–	Sell	-35,073	Closed	-$837K	–	260
2026 Q1	$837K	Buy	35,073 +1,327	+4%	+$32K	0.58%	39
2025 Q4	$817K	Buy	33,746 +7,468	+28%	+$181K	0.55%	42
2025 Q3	$635K	Sell	26,278 -5,527	-17%	-$133K	0.52%	51
2025 Q2	$764K	Sell	31,805 -3,471	-10%	-$82.3K	0.72%	34
2025 Q1	$838K	Sell	35,276 -278	-0.8%	-$6.57K	0.78%	36
2024 Q4	$833K	Buy	+35,554	New	+$844K	1.51%	11

Other funds holding IBD

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

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 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

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

OneAscent Family Office's IBD Position: Q2 2026 in Review

OneAscent Family Office sold out of Inspire Corporate Bond ETF (IBD) in Q2 2026, closing a stake of 35,073 shares — an estimated $837K sold.

OneAscent Family Office first reported a position in IBD in Q4 2024 and held it in 6 quarters. The position peaked at $838K in Q1 2025. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

OneAscent Family Office reported no remaining Inspire Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
OneAscent Family Office sold 35,073 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $837K.
OneAscent Family Office first reported a position in Inspire Corporate Bond ETF in Q4 2024 and held it in 6 quarters.
OneAscent Family Office's Inspire Corporate Bond ETF position peaked at $838K in Q1 2025.
110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.