Osaic Holdings
IBD icon

Osaic Holdings’s Inspire Corporate Bond ETF IBD Stock Holding History

Osaic Holdings’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 		$3M Buy
126,122
+33,701
+36% +$804K ﹤0.01% 1959
2026
Q1 		$2.21M Sell
92,421
-20,317
-18% -$490K ﹤0.01% 1989
2025
Q4 		$2.73M Buy
112,738
+14,254
+14% +$345K ﹤0.01% 1828
2025
Q3 		$2.38M Buy
98,484
+901
+0.9% +$21.7K ﹤0.01% 2037
2025
Q2 		$2.34M Buy
97,583
+8,010
+9% +$190K ﹤0.01% 1771
2025
Q1 		$2.13M Buy
89,573
+25,615
+40% +$605K ﹤0.01% 1620
2024
Q4 		$1.5M Buy
63,958
+14,348
+29% +$340K ﹤0.01% 1879
2024
Q3 		$1.19M Buy
49,610
+12,000
+32% +$286K ﹤0.01% 2104
2024
Q2 		$877K Sell
37,610
-63,396
-63% -$1.48M ﹤0.01% 2298
2024
Q1 		$2.37M Sell
101,006
-137,263
-58% -$3.23M 0.01% 1569
2023
Q4 		$5.62M Sell
238,269
-132,183
-36% -$3.02M 0.01% 1110
2023
Q3 		$8.39M Buy
370,452
+31,523
+9% +$724K 0.01% 962
2023
Q2 		$7.83M Buy
338,929
+3,735
+1% +$86.8K 0.01% 897
2023
Q1 		$7.85M Buy
335,194
+36,208
+12% +$841K 0.01% 884
2022
Q4 		$6.89M Buy
298,986
+12,352
+4% +$282K 0.01% 915
2022
Q3 		$6.49M Buy
286,634
+51,532
+22% +$1.21M 0.01% 869
2022
Q2 		$5.5M Buy
235,102
+44,193
+23% +$1.05M 0.01% 971
2022
Q1 		$4.66M Buy
190,909
+23,087
+14% +$577K 0.01% 1260
2021
Q4 		$4.32M Buy
167,822
+32,812
+24% +$850K 0.01% 1200
2021
Q3 		$3.53M Buy
135,010
+19,353
+17% +$510K 0.01% 1290
2021
Q2 		$3.04M Buy
115,657
+16,807
+17% +$439K 0.01% 1382
2021
Q1 		$2.56M Buy
98,850
+30,387
+44% +$798K 0.01% 1412
2020
Q4 		$1.82M Buy
68,463
+18,391
+37% +$486K ﹤0.01% 1523
2020
Q3 		$1.32M Sell
50,072
-905
-2% -$23.9K ﹤0.01% 1625
2020
Q2 		$1.34M Buy
50,977
+2,638
+5% +$67.6K ﹤0.01% 1518
2020
Q1 		$1.18M Buy
+48,339
New +$1.23M ﹤0.01% 1411

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
CFD
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
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Osaic Holdings's IBD Position: Q2 2026 in Review

Osaic Holdings increased its Inspire Corporate Bond ETF (IBD) stake by 36% in Q2 2026, buying an estimated $804K and bringing the position to 126,122 shares worth $3M. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

Osaic Holdings first reported a position in IBD in Q1 2020 and has held it in 26 quarters since. The position peaked at $8.39M in Q3 2023. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • Osaic Holdings held 126,122 shares of Inspire Corporate Bond ETF worth $3M as of Q2 2026.
  • Osaic Holdings bought 33,701 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $804K.
  • Inspire Corporate Bond ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #1959 holding.
  • Osaic Holdings first reported a position in Inspire Corporate Bond ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Inspire Corporate Bond ETF position peaked at $8.39M in Q3 2023.
  • 110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.