RWM
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RMG Wealth Management’s Inspire Corporate Bond ETF IBD Stock Holding History

RMG Wealth Management’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 		$432K Buy
+18,082
New +$436K 0.05% 42
2025
Q4 		– Sell
-15,653
Closed -$380K – 444
2025
Q3 		$380K Buy
15,653
+120
+0.8% +$2.89K 0.05% 33
2025
Q2 		$372K Buy
+15,533
New +$368K 0.06% 30

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 $1.65B AUM 15.6% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 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

RMG Wealth Management's IBD Position: Q1 2026 in Review

RMG Wealth Management opened a new position in Inspire Corporate Bond ETF (IBD) in Q1 2026: 18,082 shares worth $432K. The stake represents 0.05% of the portfolio and ranks #42 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in IBD as recently as Q3 2025.

RMG Wealth Management first reported a position in IBD in Q2 2025 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • RMG Wealth Management held 18,082 shares of Inspire Corporate Bond ETF worth $432K as of Q1 2026.
  • Inspire Corporate Bond ETF was a new RMG Wealth Management position in Q1 2026.
  • Inspire Corporate Bond ETF made up 0.05% of RMG Wealth Management's portfolio in Q1 2026, its #42 holding.
  • RMG Wealth Management first reported a position in Inspire Corporate Bond ETF in Q2 2025 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on RMG Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.