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TrueWealth Advisors’s Inspire Corporate Bond ETF IBD Stock Holding History

TrueWealth Advisors’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 		$2.94M Buy
123,684
+13,411
+12% +$320K 0.66% 25
2026
Q1 		$2.63M Buy
110,273
+18,047
+20% +$435K 0.66% 27
2025
Q4 		$2.23M Buy
92,226
+7,947
+9% +$192K 0.58% 33
2025
Q3 		$2.04M Buy
84,279
+2,495
+3% +$60K 0.55% 38
2025
Q2 		$1.96M Buy
81,784
+1,724
+2% +$40.9K 0.58% 34
2025
Q1 		$1.9M Buy
80,060
+39,501
+97% +$933K 0.62% 37
2024
Q4 		$951K Buy
40,559
+7,828
+24% +$186K 0.32% 67
2024
Q3 		$788K Buy
32,731
+18,920
+137% +$451K 0.26% 75
2024
Q2 		$322K Buy
13,811
+1,130
+9% +$26.3K 0.12% 138
2024
Q1 		$298K Buy
12,681
+183
+1% +$4.3K 0.12% 147
2023
Q4 		$295K Sell
12,498
-323
-3% -$7.38K 0.11% 145
2023
Q3 		$290K Sell
12,821
-442
-3% -$10.1K 0.12% 136
2023
Q2 		$306K Buy
13,263
+539
+4% +$12.5K 0.13% 128
2023
Q1 		$298K Buy
12,724
+3,285
+35% +$76.3K 0.13% 135
2022
Q4 		$217K Buy
+9,439
New +$215K 0.1% 168

Other funds holding IBD

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return

TrueWealth Advisors's IBD Position: Q2 2026 in Review

TrueWealth Advisors increased its Inspire Corporate Bond ETF (IBD) stake by 12% in Q2 2026, buying an estimated $320K and bringing the position to 123,684 shares worth $2.94M. The position accounts for 0.66% of the portfolio, ranked #25.

TrueWealth Advisors first reported a position in IBD in Q4 2022 and has held it in 15 quarters since. 18 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • TrueWealth Advisors held 123,684 shares of Inspire Corporate Bond ETF worth $2.94M as of Q2 2026.
  • TrueWealth Advisors bought 13,411 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $320K.
  • Inspire Corporate Bond ETF made up 0.66% of TrueWealth Advisors's portfolio in Q2 2026, its #25 holding.
  • TrueWealth Advisors first reported a position in Inspire Corporate Bond ETF in Q4 2022 and has held it in 15 quarters since.
  • 18 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.