UBS Group
IBD icon

UBS Group’s Inspire Corporate Bond ETF IBD Stock Holding History

UBS 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
2025
Q4 		– Sell
-155
Closed -$3.74K – 10818
2025
Q3 		$3.74K Buy
155
+14
+10% +$337 ﹤0.01% 9015
2025
Q2 		$3.38K Buy
+141
New +$3.34K ﹤0.01% 9358
2025
Q1 		– Sell
-226
Closed -$5.3K – 10450
2024
Q4 		$5.3K Buy
+226
New +$5.36K ﹤0.01% 8678
2023
Q3 		– Sell
-13
Closed -$300 – 9679
2023
Q2 		$300 Buy
+13
New +$302 ﹤0.01% 8319
2022
Q4 		– Sell
-3,154
Closed -$71K – 10895
2022
Q3 		$71K Buy
+3,154
New +$74K ﹤0.01% 6021
2021
Q4 		– Sell
-1,772
Closed -$46K – 10451
2021
Q3 		$46K Buy
+1,772
New +$46.7K ﹤0.01% 6394
2021
Q1 		– Sell
-99
Closed -$3K – 9206
2020
Q4 		$3K Sell
99
-897
-90% -$23.7K ﹤0.01% 8003
2020
Q3 		$26K Buy
+996
New +$26.3K ﹤0.01% 6098
2020
Q2 		– Sell
-573
Closed -$14K – 8126
2020
Q1 		$14K Buy
573
+461
+412% +$11.7K ﹤0.01% 6721
2019
Q4 		$3K Buy
+112
New +$2.88K ﹤0.01% 7746
2019
Q2 		– Sell
-512
Closed -$13K – 7988
2019
Q1 		$13K Buy
+512
New +$12.7K ﹤0.01% 6634
2018
Q2 		– Sell
-843
Closed -$21K – 8096
2018
Q1 		$21K Buy
843
+789
+1,461% +$19.6K ﹤0.01% 6379
2017
Q4 		$1K Buy
+54
New +$1.36K ﹤0.01% 7711

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 $2.1B AUM 23.1% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $1.85B AUM 18.45% 1-Year Est. Return
CIA
Christian Investment Advisors New Braunfels, Texas $158M AUM 11.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return

UBS Group's IBD Position: Q4 2025 in Review

UBS Group sold out of Inspire Corporate Bond ETF (IBD) in Q4 2025, closing a stake of 155 shares — an estimated $3.74K sold.

UBS Group first reported a position in IBD in Q4 2017 and held it in 13 quarters. The position peaked at $71K in Q3 2022. 99 funds tracked by Wall St. Rank hold IBD as of Q4 2025.

  • UBS Group reported no remaining Inspire Corporate Bond ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 155 Inspire Corporate Bond ETF shares in Q4 2025, an estimated $3.74K.
  • UBS Group first reported a position in Inspire Corporate Bond ETF in Q4 2017 and held it in 13 quarters.
  • UBS Group's Inspire Corporate Bond ETF position peaked at $71K in Q3 2022.
  • 99 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.