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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
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

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 $1.65B AUM 15.6% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 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 $377B AUM 19.32% 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 $586M AUM 15.84% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return

Simplicity Wealth's IBD Position: Q1 2026 in Review

Simplicity Wealth increased its Inspire Corporate Bond ETF (IBD) stake by 12% in Q1 2026, buying an estimated $74K and bringing the position to 29,683 shares worth $708K. The position accounts for 0.04% of the portfolio, ranked #368.

Simplicity Wealth first reported a position in IBD in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q2 2025. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • Simplicity Wealth held 29,683 shares of Inspire Corporate Bond ETF worth $708K as of Q1 2026.
  • Simplicity Wealth bought 3,072 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $74K.
  • Inspire Corporate Bond ETF made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #368 holding.
  • Simplicity Wealth first reported a position in Inspire Corporate Bond ETF in Q2 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Inspire Corporate Bond ETF position peaked at $1.11M in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.