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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
Q3 		$2.91M Buy
126,387
+2,703
+2% +$63.6K 0.65% 28
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

Plan A Wealth
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
Legacy Wealth Asset Management
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Discipline Wealth Solutions
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
Optivise Advisory Services
Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return
First Heartland Consultants
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
HFG Wealth Management
HFG Wealth Management The Woodlands, Texas $99M AUM 10.46% 1-Year Est. Return

TrueWealth Advisors's IBD Position: Q3 2026 in Review

TrueWealth Advisors increased its Inspire Corporate Bond ETF (IBD) stake by 2.2% in Q3 2026, buying an estimated $63.6K and bringing the position to 126,387 shares worth $2.91M. The position accounts for 0.65% of the portfolio, ranked #28.

TrueWealth Advisors first reported a position in IBD in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.94M in Q2 2026. 24 funds tracked by Wall St. Rank hold IBD as of Q3 2026.

  • TrueWealth Advisors held 126,387 shares of Inspire Corporate Bond ETF worth $2.91M as of Q3 2026.
  • TrueWealth Advisors bought 2,703 Inspire Corporate Bond ETF shares in Q3 2026, an estimated $63.6K.
  • Inspire Corporate Bond ETF made up 0.65% of TrueWealth Advisors's portfolio in Q3 2026, its #28 holding.
  • TrueWealth Advisors first reported a position in Inspire Corporate Bond ETF in Q4 2022 and has held it in 16 quarters since.
  • TrueWealth Advisors's Inspire Corporate Bond ETF position peaked at $2.94M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.