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Turning Point Benefit Group’s Inspire Corporate Bond ETF IBD Stock Holding History

Turning Point Benefit Group’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 		$1.09M Buy
45,583
+15,285
+50% +$368K 0.69% 36
2025
Q4 		$733K Sell
30,298
-8,514
-22% -$206K 0.38% 46
2025
Q3 		$938K Sell
38,812
-3,586
-8% -$86.3K 0.57% 37
2025
Q2 		$1.02M Buy
+42,398
New +$1.01M 0.77% 26
2025
Q1 		– Sell
-44,973
Closed -$1.05M – 69
2024
Q4 		$1.05M Buy
+44,973
New +$1.07M 1% 14

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

Turning Point Benefit Group's IBD Position: Q1 2026 in Review

Turning Point Benefit Group increased its Inspire Corporate Bond ETF (IBD) stake by 50% in Q1 2026, buying an estimated $368K and bringing the position to 45,583 shares worth $1.09M. The position accounts for 0.69% of the portfolio, ranked #36.

Turning Point Benefit Group first reported a position in IBD in Q4 2024 and has held it in 5 quarters since. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • Turning Point Benefit Group held 45,583 shares of Inspire Corporate Bond ETF worth $1.09M as of Q1 2026.
  • Turning Point Benefit Group bought 15,285 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $368K.
  • Inspire Corporate Bond ETF made up 0.69% of Turning Point Benefit Group's portfolio in Q1 2026, its #36 holding.
  • Turning Point Benefit Group first reported a position in Inspire Corporate Bond ETF in Q4 2024 and has held it in 5 quarters since.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.