Schwallier Wealth Management’s Inspire Corporate Bond ETF IBD Stock Holding History

Schwallier Wealth Management’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	$385K	Sell	16,138 -3,009	-16%	-$72.5K	0.28%	38
2025 Q4	$462K	Buy	19,147 +1,881	+11%	+$45.5K	0.3%	30
2025 Q3	$417K	Buy	17,266 +1,252	+8%	+$30.1K	0.26%	31
2025 Q2	$384K	Sell	16,014 -466	-3%	-$11K	0.24%	33
2025 Q1	$391K	Buy	16,480 +3,436	+26%	+$81.2K	0.29%	35
2024 Q4	$306K	Buy	13,044 +2,251	+21%	+$53.4K	0.23%	30
2024 Q3	$260K	Buy	+10,793	New	+$257K	0.19%	31

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

CFD

Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

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

BFS

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

OFS

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

PFG

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

PAW

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

Schwallier Wealth Management's IBD Position: Q1 2026 in Review

Schwallier Wealth Management reduced its Inspire Corporate Bond ETF (IBD) stake by 16% in Q1 2026, selling an estimated $72.5K and leaving 16,138 shares worth $385K. The position accounts for 0.28% of the portfolio, ranked #38.

Schwallier Wealth Management first reported a position in IBD in Q3 2024 and has held it in 7 quarters since. The position peaked at $462K in Q4 2025. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

Schwallier Wealth Management held 16,138 shares of Inspire Corporate Bond ETF worth $385K as of Q1 2026.
Schwallier Wealth Management sold 3,009 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $72.5K.
Inspire Corporate Bond ETF made up 0.28% of Schwallier Wealth Management's portfolio in Q1 2026, its #38 holding.
Schwallier Wealth Management first reported a position in Inspire Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
Schwallier Wealth Management's Inspire Corporate Bond ETF position peaked at $462K in Q4 2025.
106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on Schwallier Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.