PIA
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Panoramic Investment Advisors’s Inspire Corporate Bond ETF IBD Stock Holding History

Panoramic Investment Advisors’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 		$346K Buy
14,500
+4,000
+38% +$96.4K 0.19% 89
2025
Q4 		$254K Buy
+10,500
New +$254K 0.14% 108

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
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

Panoramic Investment Advisors's IBD Position: Q1 2026 in Review

Panoramic Investment Advisors increased its Inspire Corporate Bond ETF (IBD) stake by 38% in Q1 2026, buying an estimated $96.4K and bringing the position to 14,500 shares worth $346K. The position accounts for 0.19% of the portfolio, ranked #89.

Panoramic Investment Advisors first reported a position in IBD in Q4 2025 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • Panoramic Investment Advisors held 14,500 shares of Inspire Corporate Bond ETF worth $346K as of Q1 2026.
  • Panoramic Investment Advisors bought 4,000 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $96.4K.
  • Inspire Corporate Bond ETF made up 0.19% of Panoramic Investment Advisors's portfolio in Q1 2026, its #89 holding.
  • Panoramic Investment Advisors first reported a position in Inspire Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.