Valmark Advisers’s Inspire Corporate Bond ETF IBD Stock Holding History

Valmark Advisers’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	$4.45M	Sell	186,518 -2,255	-1%	-$54.3K	0.05%	150
2025 Q4	$4.57M	Sell	188,773 -9,155	-5%	-$221K	0.06%	139
2025 Q3	$4.78M	Buy	197,928 +64,759	+49%	+$1.56M	0.06%	129
2025 Q2	$3.2M	Sell	133,169 -13,556	-9%	-$321K	0.04%	158
2025 Q1	$3.48M	Buy	146,725 +15,229	+12%	+$360K	0.05%	140
2024 Q4	$3.08M	Buy	131,496 +122,980	+1,444%	+$2.92M	0.05%	150
2024 Q3	$205K	Sell	8,516 -66,657	-89%	-$1.59M	﹤0.01%	577
2024 Q2	$1.75M	Sell	75,173 -15,351	-17%	-$358K	0.03%	197
2024 Q1	$2.13M	Buy	+90,524	New	+$2.13M	0.04%	165

Other funds holding IBD

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

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

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Valmark Advisers's IBD Position: Q1 2026 in Review

Valmark Advisers reduced its Inspire Corporate Bond ETF (IBD) stake by 1.2% in Q1 2026, selling an estimated $54.3K and leaving 186,518 shares worth $4.45M. The position accounts for 0.05% of the portfolio, ranked #150.

Valmark Advisers first reported a position in IBD in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.78M in Q3 2025. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

Valmark Advisers held 186,518 shares of Inspire Corporate Bond ETF worth $4.45M as of Q1 2026.
Valmark Advisers sold 2,255 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $54.3K.
Inspire Corporate Bond ETF made up 0.05% of Valmark Advisers's portfolio in Q1 2026, its #150 holding.
Valmark Advisers first reported a position in Inspire Corporate Bond ETF in Q1 2024 and has held it in 9 quarters since.
Valmark Advisers's Inspire Corporate Bond ETF position peaked at $4.78M in Q3 2025.
106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.