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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
Q3 		$9.1M Buy
395,821
+73,780
+23% +$1.74M 3.25% 6
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

LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
PWMG
Pioneer Wealth Management Group Austin, Texas $424M AUM 8.09% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Plan A Wealth's IBD Position: Q3 2026 in Review

Plan A Wealth increased its Inspire Corporate Bond ETF (IBD) stake by 23% in Q3 2026, buying an estimated $1.74M and bringing the position to 395,821 shares worth $9.1M. The position accounts for 3.25% of the portfolio, ranked #6.

Plan A Wealth first reported a position in IBD in Q4 2024 and has held it in 8 quarters since. 10 funds tracked by Wall St. Rank hold IBD as of Q3 2026.

  • Plan A Wealth held 395,821 shares of Inspire Corporate Bond ETF worth $9.1M as of Q3 2026.
  • Plan A Wealth bought 73,780 Inspire Corporate Bond ETF shares in Q3 2026, an estimated $1.74M.
  • Inspire Corporate Bond ETF made up 3.25% of Plan A Wealth's portfolio in Q3 2026, its #6 holding.
  • Plan A Wealth first reported a position in Inspire Corporate Bond ETF in Q4 2024 and has held it in 8 quarters since.
  • 10 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2026.

Based on Plan A Wealth's 13F filing for Q3 2026, filed 8 Oct 2026.