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TrustWell Financial Advisors’s Inspire Corporate Bond ETF IBD Stock Holding History

TrustWell Financial 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 		– Sell
-31,524
Closed -$752K – 79
2026
Q1 		$752K Sell
31,524
-5,717
-15% -$138K 0.71% 21
2025
Q4 		$901K Buy
+37,241
New +$901K 0.87% 16

Other funds holding IBD

IA
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
FA
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
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
II
Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.22% 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

TrustWell Financial Advisors's IBD Position: Q2 2026 in Review

TrustWell Financial Advisors sold out of Inspire Corporate Bond ETF (IBD) in Q2 2026, closing a stake of 31,524 shares — an estimated $752K sold.

TrustWell Financial Advisors first reported a position in IBD in Q4 2025 and held it in 2 quarters. The position peaked at $901K in Q4 2025. 109 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • TrustWell Financial Advisors reported no remaining Inspire Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • TrustWell Financial Advisors sold 31,524 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $752K.
  • TrustWell Financial Advisors first reported a position in Inspire Corporate Bond ETF in Q4 2025 and held it in 2 quarters.
  • TrustWell Financial Advisors's Inspire Corporate Bond ETF position peaked at $901K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.