OIS
IBD icon

OneAscent Investment Solutions’s Inspire Corporate Bond ETF IBD Stock Holding History

OneAscent Investment Solutions’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 		$3.68M Buy
154,153
+199
+0.1% +$4.79K 3.68% 4
2025
Q4 		$3.73M Buy
153,954
+5,390
+4% +$130K 3.95% 4
2025
Q3 		$3.59M Buy
148,564
+9,207
+7% +$222K 3.82% 4
2025
Q2 		$3.35M Sell
139,357
-4,356
-3% -$103K 3.57% 4
2025
Q1 		$3.41M Buy
+143,713
New +$3.4M 4.05% 4

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
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 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

OneAscent Investment Solutions's IBD Position: Q1 2026 in Review

OneAscent Investment Solutions increased its Inspire Corporate Bond ETF (IBD) stake by 0.13% in Q1 2026, buying an estimated $4.79K and bringing the position to 154,153 shares worth $3.68M. The position accounts for 3.68% of the portfolio, ranked #4.

OneAscent Investment Solutions first reported a position in IBD in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.73M in Q4 2025. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • OneAscent Investment Solutions held 154,153 shares of Inspire Corporate Bond ETF worth $3.68M as of Q1 2026.
  • OneAscent Investment Solutions bought 199 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $4.79K.
  • Inspire Corporate Bond ETF made up 3.68% of OneAscent Investment Solutions's portfolio in Q1 2026, its #4 holding.
  • OneAscent Investment Solutions first reported a position in Inspire Corporate Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • OneAscent Investment Solutions's Inspire Corporate Bond ETF position peaked at $3.73M in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on OneAscent Investment Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.