PAW
IBD icon

Plan A Wealth’s Inspire Corporate Bond ETF IBD Stock Holding History

Plan A Wealth’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 		$7.65M Buy
322,041
+24,681
+8% +$589K 3.26% 5
2026
Q1 		$7.09M Buy
297,360
+15,017
+5% +$362K 3.4% 5
2025
Q4 		$6.83M Buy
282,343
+44,175
+19% +$1.07M 3.34% 5
2025
Q3 		$5.75M Buy
238,168
+47,174
+25% +$1.14M 2.93% 5
2025
Q2 		$4.59M Buy
190,994
+54,552
+40% +$1.29M 2.6% 6
2025
Q1 		$3.24M Buy
136,442
+47,150
+53% +$1.11M 2.51% 7
2024
Q4 		$2.09M Buy
+89,292
New +$2.12M 1.91% 16

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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Plan A Wealth's IBD Position: Q2 2026 in Review

Plan A Wealth increased its Inspire Corporate Bond ETF (IBD) stake by 8.3% in Q2 2026, buying an estimated $589K and bringing the position to 322,041 shares worth $7.65M. The position accounts for 3.26% of the portfolio, ranked #5.

Plan A Wealth first reported a position in IBD in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • Plan A Wealth held 322,041 shares of Inspire Corporate Bond ETF worth $7.65M as of Q2 2026.
  • Plan A Wealth bought 24,681 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $589K.
  • Inspire Corporate Bond ETF made up 3.26% of Plan A Wealth's portfolio in Q2 2026, its #5 holding.
  • Plan A Wealth first reported a position in Inspire Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
  • 110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.