Root Financial Partners
IBD icon

Root Financial Partners’s Inspire Corporate Bond ETF IBD Stock Holding History

Root Financial Partners’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 		$100K Buy
+4,343
New +$102K ﹤0.01% 732
2026
Q2 		– Sell
-4,936
Closed -$118K – 1685
2026
Q1 		$118K Buy
+4,936
New +$119K 0.01% 505

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Root Financial Partners's IBD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Inspire Corporate Bond ETF (IBD) in Q3 2026: 4,343 shares worth $100K. The stake represents ﹤0.01% of the portfolio and ranks #732 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in IBD as recently as Q1 2026.

Root Financial Partners first reported a position in IBD in Q1 2026 and has held it in 2 quarters since. The position peaked at $118K in Q1 2026. 97 funds tracked by Wall St. Rank hold IBD as of Q3 2026.

  • Root Financial Partners held 4,343 shares of Inspire Corporate Bond ETF worth $100K as of Q3 2026.
  • Inspire Corporate Bond ETF was a new Root Financial Partners position in Q3 2026.
  • Inspire Corporate Bond ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #732 holding.
  • Root Financial Partners first reported a position in Inspire Corporate Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Inspire Corporate Bond ETF position peaked at $118K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.