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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return