TCG
IBD icon

Transcendent Capital Group’s Inspire Corporate Bond ETF IBD Stock Holding History

Transcendent Capital Group’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
2025
Q1 		– Sell
-1,638
Closed -$38.4K – 225
2024
Q4 		$38.4K Buy
1,638
+1,325
+423% +$31.4K 0.02% 218
2024
Q3 		$7.54K Buy
+313
New +$7.47K ﹤0.01% 380

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
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $378M AUM 15.71% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
OWM
OneAscent Wealth Management Birmingham, Alabama $302M AUM 15.12% 1-Year Est. Return

Transcendent Capital Group's IBD Position: Q1 2025 in Review

Transcendent Capital Group sold out of Inspire Corporate Bond ETF (IBD) in Q1 2025, closing a stake of 1,638 shares — an estimated $38.4K sold.

Transcendent Capital Group first reported a position in IBD in Q3 2024 and held it in 2 quarters. The position peaked at $38.4K in Q4 2024. 92 funds tracked by Wall St. Rank hold IBD as of Q1 2025.

  • Transcendent Capital Group reported no remaining Inspire Corporate Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 1,638 Inspire Corporate Bond ETF shares in Q1 2025, an estimated $38.4K.
  • Transcendent Capital Group first reported a position in Inspire Corporate Bond ETF in Q3 2024 and held it in 2 quarters.
  • Transcendent Capital Group's Inspire Corporate Bond ETF position peaked at $38.4K in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.