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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
Q2 		$166K Sell
7,004
-426
-6% -$10.2K 0.01% 334
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 $1.44B AUM 26.8% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 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
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

SHP Wealth Management's IBD Position: Q2 2026 in Review

SHP Wealth Management reduced its Inspire Corporate Bond ETF (IBD) stake by 5.7% in Q2 2026, selling an estimated $10.2K and leaving 7,004 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #334.

SHP Wealth Management first reported a position in IBD in Q4 2025 and has held it in 3 quarters since. The position peaked at $180K in Q4 2025. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • SHP Wealth Management held 7,004 shares of Inspire Corporate Bond ETF worth $166K as of Q2 2026.
  • SHP Wealth Management sold 426 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $10.2K.
  • Inspire Corporate Bond ETF made up 0.01% of SHP Wealth Management's portfolio in Q2 2026, its #334 holding.
  • SHP Wealth Management first reported a position in Inspire Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Inspire Corporate Bond ETF position peaked at $180K in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.