Simplicity Wealth’s Inspire Corporate Bond ETF IBD Stock Holding History

Simplicity Wealth’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	$1.39M	Buy	58,365 +28,682	+97%	+$684K	0.05%	345
2026 Q1	$708K	Buy	29,683 +3,072	+12%	+$74K	0.04%	368
2025 Q4	$644K	Buy	26,611 +6,260	+31%	+$151K	0.04%	372
2025 Q3	$491K	Sell	20,351 -25,997	-56%	-$626K	0.03%	446
2025 Q2	$1.11M	Buy	46,348 +20,906	+82%	+$496K	0.05%	309
2025 Q1	$604K	Buy	+25,442	New	+$601K	0.05%	315
2024 Q4	–	Sell	-22,573	Closed	-$544K	–	424
2024 Q3	$544K	Buy	22,573 +7,333	+48%	+$175K	0.05%	275
2024 Q2	$355K	Buy	+15,240	New	+$355K	0.01%	891

Other funds holding IBD

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

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 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

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

Simplicity Wealth's IBD Position: Q2 2026 in Review

Simplicity Wealth increased its Inspire Corporate Bond ETF (IBD) stake by 97% in Q2 2026, buying an estimated $684K and bringing the position to 58,365 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #345.

Simplicity Wealth first reported a position in IBD in Q2 2024 and has held it in 8 quarters since. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

Simplicity Wealth held 58,365 shares of Inspire Corporate Bond ETF worth $1.39M as of Q2 2026.
Simplicity Wealth bought 28,682 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $684K.
Inspire Corporate Bond ETF made up 0.05% of Simplicity Wealth's portfolio in Q2 2026, its #345 holding.
Simplicity Wealth first reported a position in Inspire Corporate Bond ETF in Q2 2024 and has held it in 8 quarters since.
110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.