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 Q1	$118K	Buy	+4,936	New	+$119K	0.01%	505

Other funds holding IBD

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return

Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Root Financial Partners's IBD Position: Q1 2026 in Review

Root Financial Partners opened a new position in Inspire Corporate Bond ETF (IBD) in Q1 2026: 4,936 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #505 among its holdings.

106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

Root Financial Partners held 4,936 shares of Inspire Corporate Bond ETF worth $118K as of Q1 2026.
Inspire Corporate Bond ETF was a new Root Financial Partners position in Q1 2026.
Inspire Corporate Bond ETF made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #505 holding.
106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.