Optivise Advisory Services’s Inspire Corporate Bond ETF IBD Stock Holding History

Optivise Advisory 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 Q2	$1.23M	Sell	51,632 -1,330	-3%	-$31.7K	0.62%	43
2026 Q1	$1.26M	Sell	52,962 -2,346	-4%	-$56.5K	0.77%	32
2025 Q4	$1.34M	Buy	55,308 +26,592	+93%	+$643K	0.77%	37
2025 Q3	$693K	Sell	28,716 -1,150	-4%	-$27.7K	0.41%	63
2025 Q2	$717K	Sell	29,866 -1,105	-4%	-$26.2K	0.37%	69
2025 Q1	$736K	Buy	30,971 +2,589	+9%	+$61.2K	0.41%	63
2024 Q4	$665K	Buy	28,382 +1,798	+7%	+$42.7K	0.36%	73
2024 Q3	$640K	Buy	26,584 +1,119	+4%	+$26.7K	0.34%	66
2024 Q2	$594K	Buy	+25,465	New	+$593K	0.32%	72

Other funds holding IBD

BFS

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

PAW

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

RFG

Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

ACG

Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Optivise Advisory Services's IBD Position: Q2 2026 in Review

Optivise Advisory Services reduced its Inspire Corporate Bond ETF (IBD) stake by 2.5% in Q2 2026, selling an estimated $31.7K and leaving 51,632 shares worth $1.23M. The position accounts for 0.62% of the portfolio, ranked #43.

Optivise Advisory Services first reported a position in IBD in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.34M in Q4 2025. 38 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

Optivise Advisory Services held 51,632 shares of Inspire Corporate Bond ETF worth $1.23M as of Q2 2026.
Optivise Advisory Services sold 1,330 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $31.7K.
Inspire Corporate Bond ETF made up 0.62% of Optivise Advisory Services's portfolio in Q2 2026, its #43 holding.
Optivise Advisory Services first reported a position in Inspire Corporate Bond ETF in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's Inspire Corporate Bond ETF position peaked at $1.34M in Q4 2025.
38 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.