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 Q2	$348K	Sell	14,628 -968	-6%	-$23.1K	0.02%	382
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

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

Trek Financial's IBD Position: Q2 2026 in Review

Trek Financial reduced its Inspire Corporate Bond ETF (IBD) stake by 6.2% in Q2 2026, selling an estimated $23.1K and leaving 14,628 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #382.

Trek Financial first reported a position in IBD in Q3 2024 and has held it in 8 quarters since. The position peaked at $372K in Q1 2026. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

Trek Financial held 14,628 shares of Inspire Corporate Bond ETF worth $348K as of Q2 2026.
Trek Financial sold 968 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $23.1K.
Inspire Corporate Bond ETF made up 0.02% of Trek Financial's portfolio in Q2 2026, its #382 holding.
Trek Financial first reported a position in Inspire Corporate Bond ETF in Q3 2024 and has held it in 8 quarters since.
Trek Financial's Inspire Corporate Bond ETF position peaked at $372K in Q1 2026.
110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Trek Financial's 13F filing for Q2 2026, filed 13 Aug 2026.