Values First Advisors
IBD icon

Values First Advisors’s Inspire Corporate Bond ETF IBD Stock Holding History

Values First 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
-2,329
Closed -$55.6K – 194
2026
Q1 		$55.6K Buy
2,329
+12
+0.5% +$289 0.03% 172
2025
Q4 		$56.1K Buy
2,317
+35
+2% +$846 0.03% 175
2025
Q3 		$55.1K Buy
2,282
+2,067
+961% +$49.7K 0.03% 165
2025
Q2 		$5.16K Sell
215
-42
-16% -$996 ﹤0.01% 176
2025
Q1 		$6.1K Buy
257
+1
+0.4% +$24 ﹤0.01% 178
2024
Q4 		$6.01K Sell
256
-370
-59% -$8.78K ﹤0.01% 216
2024
Q3 		$15.1K Sell
626
-84
-12% -$2K 0.01% 265
2024
Q2 		$16.6K Buy
710
+117
+20% +$2.73K 0.01% 163
2024
Q1 		$13.9K Sell
593
-93
-14% -$2.19K 0.01% 161
2023
Q4 		$16.2K Sell
686
-332
-33% -$7.59K 0.01% 159
2023
Q3 		$23K Buy
1,018
+2
+0.2% +$46 0.01% 156
2023
Q2 		$23.5K Sell
1,016
-69,036
-99% -$1.6M 0.01% 163
2023
Q1 		$1.64M Buy
70,052
+2,164
+3% +$50.3K 1.04% 27
2022
Q4 		$1.56M Sell
67,888
-385
-0.6% -$8.78K 1.09% 28
2022
Q3 		$1.55M Buy
68,273
+730
+1% +$17.1K 1.11% 27
2022
Q2 		$1.58M Buy
67,543
+1,778
+3% +$42.1K 1.12% 28
2022
Q1 		$1.6M Buy
65,765
+3,524
+6% +$88K 1.01% 34
2021
Q4 		$1.6M Buy
62,241
+6,183
+11% +$160K 0.95% 34
2021
Q3 		$1.47M Buy
56,058
+6,322
+13% +$167K 0.95% 35
2021
Q2 		$1.31M Buy
49,736
+2,010
+4% +$52.5K 0.89% 38
2021
Q1 		$1.24M Sell
47,726
-66
-0.1% -$1.73K 0.91% 41
2020
Q4 		$1.27M Buy
47,792
+5,791
+14% +$153K 1.01% 37
2020
Q3 		$1.1M Buy
42,001
+2,486
+6% +$65.7K 1.02% 35
2020
Q2 		$1.04M Buy
39,515
+284
+0.7% +$7.28K 1.03% 39
2020
Q1 		$955K Sell
39,231
-3,994
-9% -$101K 1.15% 35
2019
Q4 		$1.11M Buy
+43,225
New +$1.11M 1.07% 39

Other funds holding IBD

Inspire Advisors
Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return
Faithward Advisors
Faithward Advisors Lancaster, Pennsylvania $819M AUM 41.44% 1-Year Est. Return
Creative Financial Designs
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
Bare Financial Services
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
OneAscent Financial Services
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return
PAX Financial Group
PAX Financial Group San Antonio, Texas $673M AUM 21.2% 1-Year Est. Return
Plan A Wealth
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Values First Advisors's IBD Position: Q2 2026 in Review

Values First Advisors sold out of Inspire Corporate Bond ETF (IBD) in Q2 2026, closing a stake of 2,329 shares — an estimated $55.6K sold.

Values First Advisors first reported a position in IBD in Q4 2019 and held it in 26 quarters. The position peaked at $1.64M in Q1 2023. 111 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • Values First Advisors reported no remaining Inspire Corporate Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Values First Advisors sold 2,329 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $55.6K.
  • Values First Advisors first reported a position in Inspire Corporate Bond ETF in Q4 2019 and held it in 26 quarters.
  • Values First Advisors's Inspire Corporate Bond ETF position peaked at $1.64M in Q1 2023.
  • 111 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Values First Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.