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OneAscent Financial Services’s Inspire Corporate Bond ETF IBD Stock Holding History

OneAscent Financial Services’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 		$15.8M Buy
663,927
+25,010
+4% +$603K 0.86% 25
2025
Q4 		$15.5M Buy
638,917
+61,559
+11% +$1.49M 1.42% 12
2025
Q3 		$13.9M Buy
577,358
+271,971
+89% +$6.54M 1.71% 11
2025
Q2 		$7.33M Sell
305,387
-136,569
-31% -$3.24M 0.52% 33
2025
Q1 		$10.5M Sell
441,956
-32,610
-7% -$770K 0.68% 29
2024
Q4 		$11.1M Buy
+474,566
New +$11.3M 0.95% 21
2024
Q3 		– Sell
-313,432
Closed -$7.33M – 252
2024
Q2 		$7.33M Buy
313,432
+289,057
+1,186% +$6.73M 1.02% 18
2024
Q1 		$572K Buy
24,375
+10,149
+71% +$239K 0.06% 185
2023
Q4 		$336K Buy
+14,226
New +$325K 0.04% 246
2023
Q2 		– Sell
-9,688
Closed -$227K – 164
2023
Q1 		$227K Buy
+9,688
New +$225K 0.09% 147
2022
Q4 		– Sell
-313,114
Closed -$7.09M – 215
2022
Q3 		$7.09M Buy
+313,114
New +$7.34M 2.82% 5
2022
Q2 		– Sell
-9,930
Closed -$242K – 235
2022
Q1 		$242K Buy
+9,930
New +$248K 0.17% 108
2021
Q4 		– Sell
-14,029
Closed -$367K – 152
2021
Q3 		$367K Buy
+14,029
New +$370K 0.49% 41
2021
Q1 		$513K Sell
19,813
-418,818
-95% -$11M 0.5% 33
2020
Q4 		$11.7M Sell
438,631
-403,741
-48% -$10.7M 12.44% 2
2020
Q3 		$22.2M Buy
842,372
+56,592
+7% +$1.5M 11.56% 2
2020
Q2 		$20.7M Buy
785,780
+82,947
+12% +$2.13M 13.83% 2
2020
Q1 		$17.1M Buy
702,833
+108,381
+18% +$2.75M 12.89% 2
2019
Q4 		$15.3M Buy
+594,452
New +$15.3M 8.45% 3
2019
Q3 		– Sell
-635,786
Closed -$16.3M – 93
2019
Q2 		$16.3M Buy
+635,786
New +$16M 11.16% 3

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
II
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
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
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

OneAscent Financial Services's IBD Position: Q1 2026 in Review

OneAscent Financial Services increased its Inspire Corporate Bond ETF (IBD) stake by 3.9% in Q1 2026, buying an estimated $603K and bringing the position to 663,927 shares worth $15.8M. The position accounts for 0.86% of the portfolio, ranked #25.

OneAscent Financial Services first reported a position in IBD in Q2 2019 and has held it in 20 quarters since. The position peaked at $22.2M in Q3 2020. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • OneAscent Financial Services held 663,927 shares of Inspire Corporate Bond ETF worth $15.8M as of Q1 2026.
  • OneAscent Financial Services bought 25,010 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $603K.
  • Inspire Corporate Bond ETF made up 0.86% of OneAscent Financial Services's portfolio in Q1 2026, its #25 holding.
  • OneAscent Financial Services first reported a position in Inspire Corporate Bond ETF in Q2 2019 and has held it in 20 quarters since.
  • OneAscent Financial Services's Inspire Corporate Bond ETF position peaked at $22.2M in Q3 2020.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

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