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

SHP 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 		$177K Hold
7,430
– – 0.01% 289
2025
Q4 		$180K Buy
+7,430
New +$180K 0.01% 269

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
II
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

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

SHP Wealth Management held its Inspire Corporate Bond ETF (IBD) position steady in Q1 2026 at 7,430 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #289.

SHP Wealth Management first reported a position in IBD in Q4 2025 and has held it in 2 quarters since. The position peaked at $180K in Q4 2025. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • SHP Wealth Management held 7,430 shares of Inspire Corporate Bond ETF worth $177K as of Q1 2026.
  • SHP Wealth Management left its Inspire Corporate Bond ETF share count unchanged in Q1 2026.
  • Inspire Corporate Bond ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #289 holding.
  • SHP Wealth Management first reported a position in Inspire Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Inspire Corporate Bond ETF position peaked at $180K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.