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 Q3	$263K	Buy	11,449 +818	+8%	+$19.3K	0.17%	60
2026 Q2	$253K	Sell	10,631 -5,507	-34%	-$131K	0.16%	64
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

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

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

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

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

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

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

Range Financial Group Tigard, Oregon $361M AUM 58.71% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

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

Schwallier Wealth Management increased its Inspire Corporate Bond ETF (IBD) stake by 7.7% in Q3 2026, buying an estimated $19.3K and bringing the position to 11,449 shares worth $263K. The position accounts for 0.17% of the portfolio, ranked #60.

Schwallier Wealth Management first reported a position in IBD in Q3 2024 and has held it in 9 quarters since. The position peaked at $462K in Q4 2025. 61 funds tracked by Wall St. Rank hold IBD as of Q3 2026.

Schwallier Wealth Management held 11,449 shares of Inspire Corporate Bond ETF worth $263K as of Q3 2026.
Schwallier Wealth Management bought 818 Inspire Corporate Bond ETF shares in Q3 2026, an estimated $19.3K.
Inspire Corporate Bond ETF made up 0.17% of Schwallier Wealth Management's portfolio in Q3 2026, its #60 holding.
Schwallier Wealth Management first reported a position in Inspire Corporate Bond ETF in Q3 2024 and has held it in 9 quarters since.
Schwallier Wealth Management's Inspire Corporate Bond ETF position peaked at $462K in Q4 2025.
61 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2026.

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