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 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 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 Wealth Management's IBD Position: Q1 2026 in Review

OneAscent Wealth Management increased its Inspire Corporate Bond ETF (IBD) stake by 0.46% in Q1 2026, buying an estimated $32.3K and bringing the position to 292,461 shares worth $6.98M. The position accounts for 2.31% of the portfolio, ranked #7.

OneAscent Wealth Management first reported a position in IBD in Q4 2020 and has held it in 11 quarters since. The position peaked at $25.5M in Q4 2020. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

OneAscent Wealth Management held 292,461 shares of Inspire Corporate Bond ETF worth $6.98M as of Q1 2026.
OneAscent Wealth Management bought 1,342 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $32.3K.
Inspire Corporate Bond ETF made up 2.31% of OneAscent Wealth Management's portfolio in Q1 2026, its #7 holding.
OneAscent Wealth Management first reported a position in Inspire Corporate Bond ETF in Q4 2020 and has held it in 11 quarters since.
OneAscent Wealth Management's Inspire Corporate Bond ETF position peaked at $25.5M in Q4 2020.
106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

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