WA
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Waverly Advisors’s Inspire Corporate Bond ETF IBD Stock Holding History

Waverly 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
Q1 		$352K Buy
14,734
+43
+0.3% +$1.04K ﹤0.01% 1236
2025
Q4 		$356K Buy
+14,691
New +$355K ﹤0.01% 1141

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

Waverly Advisors's IBD Position: Q1 2026 in Review

Waverly Advisors increased its Inspire Corporate Bond ETF (IBD) stake by 0.29% in Q1 2026, buying an estimated $1.04K and bringing the position to 14,734 shares worth $352K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Waverly Advisors first reported a position in IBD in Q4 2025 and has held it in 2 quarters since. The position peaked at $356K in Q4 2025. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • Waverly Advisors held 14,734 shares of Inspire Corporate Bond ETF worth $352K as of Q1 2026.
  • Waverly Advisors bought 43 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $1.04K.
  • Inspire Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1236 holding.
  • Waverly Advisors first reported a position in Inspire Corporate Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Inspire Corporate Bond ETF position peaked at $356K in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.