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
2026 Q3	$211K	Buy	3,903 +85	+2%	+$4.71K	0.13%	68
2026 Q2	$221K	Buy	+3,818	New	+$204K	0.14%	67
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Creative Financial Designs Kokomo, Indiana $2.22B AUM 15.38% 1-Year Est. Return

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

United Capital Financial Advisors Irving, Texas $18.4B AUM 17.63% 1-Year Est. Return

Bare Financial Services Gap, Pennsylvania $447M AUM 11.53% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Carlson Financial Canby, Oregon $189M AUM 17.78% 1-Year Est. Return

OneAscent Financial Services Birmingham, Alabama $1.63B AUM 15.85% 1-Year Est. Return

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

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

Schwallier Wealth Management's BIBL Position: Q3 2026 in Review

Schwallier Wealth Management increased its Inspire 100 ETF (BIBL) stake by 2.2% in Q3 2026, buying an estimated $4.71K and bringing the position to 3,903 shares worth $211K. The position accounts for 0.13% of the portfolio, ranked #68.

Schwallier Wealth Management first reported a position in BIBL in Q4 2023 and has held it in 8 quarters since. The position peaked at $341K in Q3 2024. 124 funds tracked by Wall St. Rank hold BIBL as of Q3 2026.

Schwallier Wealth Management held 3,903 shares of Inspire 100 ETF worth $211K as of Q3 2026.
Schwallier Wealth Management bought 85 Inspire 100 ETF shares in Q3 2026, an estimated $4.71K.
Inspire 100 ETF made up 0.13% of Schwallier Wealth Management's portfolio in Q3 2026, its #68 holding.
Schwallier Wealth Management first reported a position in Inspire 100 ETF in Q4 2023 and has held it in 8 quarters since.
Schwallier Wealth Management's Inspire 100 ETF position peaked at $341K in Q3 2024.
124 funds tracked by Wall St. Rank held Inspire 100 ETF as of Q3 2026.

Based on Schwallier Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.