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Trek Financial’s Inspire Corporate Bond ETF IBD Stock Holding History

Trek Financial’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 		$372K Buy
15,596
+510
+3% +$12.3K 0.02% 343
2025
Q4 		$365K Hold
15,086
– – 0.02% 338
2025
Q3 		$364K Buy
15,086
+2,666
+21% +$64.2K 0.02% 328
2025
Q2 		$298K Buy
12,420
+704
+6% +$16.7K 0.02% 345
2025
Q1 		$278K Buy
11,716
+1,747
+18% +$41.3K 0.02% 323
2024
Q4 		$234K Sell
9,969
-3,515
-26% -$83.4K 0.02% 373
2024
Q3 		$325K Buy
+13,484
New +$322K 0.02% 295

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

Trek Financial's IBD Position: Q1 2026 in Review

Trek Financial increased its Inspire Corporate Bond ETF (IBD) stake by 3.4% in Q1 2026, buying an estimated $12.3K and bringing the position to 15,596 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #343.

Trek Financial first reported a position in IBD in Q3 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • Trek Financial held 15,596 shares of Inspire Corporate Bond ETF worth $372K as of Q1 2026.
  • Trek Financial bought 510 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $12.3K.
  • Inspire Corporate Bond ETF made up 0.02% of Trek Financial's portfolio in Q1 2026, its #343 holding.
  • Trek Financial first reported a position in Inspire Corporate Bond ETF in Q3 2024 and has held it in 7 quarters since.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on Trek Financial's 13F filing for Q1 2026, filed 13 May 2026.