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 Q3	$542K	Buy	+23,235	New	+$547K	0.06%	40
2026 Q2	–	Sell	-18,082	Closed	-$432K	–	640
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

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $445M AUM 13.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

RMG Wealth Management's IBD Position: Q3 2026 in Review

RMG Wealth Management opened a new position in Inspire Corporate Bond ETF (IBD) in Q3 2026: 23,235 shares worth $542K. The stake represents 0.06% of the portfolio and ranks #40 among its holdings. This is a return to the name: RMG Wealth Management previously reported a position in IBD as recently as Q1 2026.

RMG Wealth Management first reported a position in IBD in Q2 2025 and has held it in 4 quarters since. 43 funds tracked by Wall St. Rank hold IBD as of Q3 2026.

RMG Wealth Management held 23,235 shares of Inspire Corporate Bond ETF worth $542K as of Q3 2026.
Inspire Corporate Bond ETF was a new RMG Wealth Management position in Q3 2026.
Inspire Corporate Bond ETF made up 0.06% of RMG Wealth Management's portfolio in Q3 2026, its #40 holding.
RMG Wealth Management first reported a position in Inspire Corporate Bond ETF in Q2 2025 and has held it in 4 quarters since.
43 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.