SWM
BIBL icon

Schwallier Wealth Management’s Inspire 100 ETF BIBL Stock Holding History

Schwallier Wealth Management’s Portfolio BIBL Stock Details BIBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-6,588
Closed -$253K – 53
2025
Q1 		$253K Sell
6,588
-2,174
-25% -$87.2K 0.19% 49
2024
Q4 		$341K Buy
8,762
+367
+4% +$15K 0.26% 28
2024
Q3 		$341K Buy
8,395
+539
+7% +$21K 0.24% 28
2024
Q2 		$298K Sell
7,856
-872
-10% -$32.9K 0.24% 25
2024
Q1 		$340K Sell
8,728
-925
-10% -$33.7K 0.27% 23
2023
Q4 		$337K Buy
+9,653
New +$309K 0.28% 27

Other funds holding BIBL

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SEM
Strategic Equity Management Tucson, Arizona $266M AUM 20.85% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return

Schwallier Wealth Management's BIBL Position: Q2 2025 in Review

Schwallier Wealth Management sold out of Inspire 100 ETF (BIBL) in Q2 2025, closing a stake of 6,588 shares — an estimated $253K sold.

Schwallier Wealth Management first reported a position in BIBL in Q4 2023 and held it in 6 quarters. The position peaked at $341K in Q3 2024. 114 funds tracked by Wall St. Rank hold BIBL as of Q2 2025.

  • Schwallier Wealth Management reported no remaining Inspire 100 ETF position as of Q2 2025 after selling out during the quarter.
  • Schwallier Wealth Management sold 6,588 Inspire 100 ETF shares in Q2 2025, an estimated $253K.
  • Schwallier Wealth Management first reported a position in Inspire 100 ETF in Q4 2023 and held it in 6 quarters.
  • Schwallier Wealth Management's Inspire 100 ETF position peaked at $341K in Q3 2024.
  • 114 funds tracked by Wall St. Rank held Inspire 100 ETF as of Q2 2025.

Based on Schwallier Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.