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

United Capital 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	$6.35M	Buy	267,448 +41,529	+18%	+$990K	0.04%	326
2026 Q1	$5.37M	Buy	225,919 +27,921	+14%	+$673K	0.03%	351
2025 Q4	$4.79M	Buy	197,998 +50,607	+34%	+$1.22M	0.03%	360
2025 Q3	$3.56M	Buy	147,391 +25,850	+21%	+$622K	0.03%	352
2025 Q2	$2.92M	Buy	121,541 +44,758	+58%	+$1.06M	0.02%	370
2025 Q1	$1.82M	Buy	76,783 +39,074	+104%	+$923K	0.02%	443
2024 Q4	$884K	Buy	+37,709	New	+$895K	0.01%	583

Other funds holding IBD

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

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 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

Inspire Investing Meridian, Idaho $2.43B AUM 49.04% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

United Capital Financial Advisors's IBD Position: Q2 2026 in Review

United Capital Financial Advisors increased its Inspire Corporate Bond ETF (IBD) stake by 18% in Q2 2026, buying an estimated $990K and bringing the position to 267,448 shares worth $6.35M. The position accounts for 0.04% of the portfolio, ranked #326.

United Capital Financial Advisors first reported a position in IBD in Q4 2024 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

United Capital Financial Advisors held 267,448 shares of Inspire Corporate Bond ETF worth $6.35M as of Q2 2026.
United Capital Financial Advisors bought 41,529 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $990K.
Inspire Corporate Bond ETF made up 0.04% of United Capital Financial Advisors's portfolio in Q2 2026, its #326 holding.
United Capital Financial Advisors first reported a position in Inspire Corporate Bond ETF in Q4 2024 and has held it in 7 quarters since.
110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.