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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$1.32M Buy
57,352
+5,720
+11% +$135K 0.65% 39
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

Optivise Advisory Services's IBD Position: Q3 2026 in Review

Optivise Advisory Services increased its Inspire Corporate Bond ETF (IBD) stake by 11% in Q3 2026, buying an estimated $135K and bringing the position to 57,352 shares worth $1.32M. The position accounts for 0.65% of the portfolio, ranked #39.

Optivise Advisory Services first reported a position in IBD in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2025. 35 funds tracked by Wall St. Rank hold IBD as of Q3 2026.

  • Optivise Advisory Services held 57,352 shares of Inspire Corporate Bond ETF worth $1.32M as of Q3 2026.
  • Optivise Advisory Services bought 5,720 Inspire Corporate Bond ETF shares in Q3 2026, an estimated $135K.
  • Inspire Corporate Bond ETF made up 0.65% of Optivise Advisory Services's portfolio in Q3 2026, its #39 holding.
  • Optivise Advisory Services first reported a position in Inspire Corporate Bond ETF in Q2 2024 and has held it in 10 quarters since.
  • Optivise Advisory Services's Inspire Corporate Bond ETF position peaked at $1.34M in Q4 2025.
  • 35 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.