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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
Q2 		– Sell
-4,936
Closed -$118K – 1685
2026
Q1 		$118K Buy
+4,936
New +$119K 0.01% 505

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Root Financial Partners's IBD Position: Q2 2026 in Review

Root Financial Partners sold out of Inspire Corporate Bond ETF (IBD) in Q2 2026, closing a stake of 4,936 shares — an estimated $118K sold.

Root Financial Partners first reported a position in IBD in Q1 2026 and held it in 1 quarter. The position peaked at $118K in Q1 2026. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • Root Financial Partners reported no remaining Inspire Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 4,936 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $118K.
  • Root Financial Partners first reported a position in Inspire Corporate Bond ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Inspire Corporate Bond ETF position peaked at $118K in Q1 2026.
  • 110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.