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 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 $1.23B AUM 18.62% 1-Year Est. Return

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

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

BFS

Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

PFG

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

OneAscent Family Office's IBD Position: Q1 2026 in Review

OneAscent Family Office increased its Inspire Corporate Bond ETF (IBD) stake by 3.9% in Q1 2026, buying an estimated $32K and bringing the position to 35,073 shares worth $837K. The position accounts for 0.58% of the portfolio, ranked #39.

OneAscent Family Office first reported a position in IBD in Q4 2024 and has held it in 6 quarters since. The position peaked at $838K in Q1 2025. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

OneAscent Family Office held 35,073 shares of Inspire Corporate Bond ETF worth $837K as of Q1 2026.
OneAscent Family Office bought 1,327 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $32K.
Inspire Corporate Bond ETF made up 0.58% of OneAscent Family Office's portfolio in Q1 2026, its #39 holding.
OneAscent Family Office first reported a position in Inspire Corporate Bond ETF in Q4 2024 and has held it in 6 quarters since.
OneAscent Family Office's Inspire Corporate Bond ETF position peaked at $838K in Q1 2025.
106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.