OneAscent Wealth Management
IBD icon

OneAscent Wealth Management’s Inspire Corporate Bond ETF IBD Stock Holding History

OneAscent Wealth Management’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
-292,461
Closed -$6.98M – 179
2026
Q1 		$6.98M Buy
292,461
+1,342
+0.5% +$32.3K 2.31% 7
2025
Q4 		$7.05M Buy
291,119
+573
+0.2% +$13.9K 2.34% 7
2025
Q3 		$7.02M Sell
290,546
-25,613
-8% -$616K 2.36% 8
2025
Q2 		$7.59M Sell
316,159
-3,405
-1% -$80.7K 2.8% 7
2025
Q1 		$7.59M Sell
319,564
-19,078
-6% -$451K 3.29% 4
2024
Q4 		$7.94M Sell
338,642
-299,669
-47% -$7.11M 3.27% 6
2024
Q3 		$15.4M Buy
638,311
+458,047
+254% +$10.9M 5.86% 6
2024
Q2 		$4.22M Buy
+180,264
New +$4.2M 2.19% 7
2022
Q4 		– Sell
-340,585
Closed -$7.72M – 168
2022
Q3 		$7.72M Buy
+340,585
New +$7.99M 4.04% 6
2021
Q1 		$585K Sell
22,613
-936,740
-98% -$24.6M 0.25% 98
2020
Q4 		$25.5M Buy
+959,353
New +$25.4M 11.55% 2

Other funds holding IBD

Inspire Advisors
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Faithward Advisors
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Creative Financial Designs
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bare Financial Services
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
PAX Financial Group
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Plan A Wealth
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

OneAscent Wealth Management's IBD Position: Q2 2026 in Review

OneAscent Wealth Management sold out of Inspire Corporate Bond ETF (IBD) in Q2 2026, closing a stake of 292,461 shares — an estimated $6.98M sold.

OneAscent Wealth Management first reported a position in IBD in Q4 2020 and held it in 11 quarters. The position peaked at $25.5M in Q4 2020. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • OneAscent Wealth Management reported no remaining Inspire Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • OneAscent Wealth Management sold 292,461 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $6.98M.
  • OneAscent Wealth Management first reported a position in Inspire Corporate Bond ETF in Q4 2020 and held it in 11 quarters.
  • OneAscent Wealth Management's Inspire Corporate Bond ETF position peaked at $25.5M in Q4 2020.
  • 110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

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