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Straight Path Wealth Management’s Inspire Corporate Bond ETF IBD Stock Holding History

Straight Path 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 		$259K Sell
10,898
-8,692
-44% -$207K 0.06% 113
2026
Q1 		$467K Sell
19,590
-39
-0.2% -$940 0.12% 73
2025
Q4 		$475K Buy
19,629
+13,129
+202% +$317K 0.13% 71
2025
Q3 		$320K Buy
+6,500
New +$156K 0.09% 102

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BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $235M AUM 22.68% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
TA
TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return

Straight Path Wealth Management's IBD Position: Q2 2026 in Review

Straight Path Wealth Management reduced its Inspire Corporate Bond ETF (IBD) stake by 44% in Q2 2026, selling an estimated $207K and leaving 10,898 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #113.

Straight Path Wealth Management first reported a position in IBD in Q3 2025 and has held it in 4 quarters since. The position peaked at $475K in Q4 2025. 38 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • Straight Path Wealth Management held 10,898 shares of Inspire Corporate Bond ETF worth $259K as of Q2 2026.
  • Straight Path Wealth Management sold 8,692 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $207K.
  • Inspire Corporate Bond ETF made up 0.06% of Straight Path Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Straight Path Wealth Management first reported a position in Inspire Corporate Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Straight Path Wealth Management's Inspire Corporate Bond ETF position peaked at $475K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Straight Path Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.