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
Q2 		$387K Buy
16,284
+1,550
+11% +$37K ﹤0.01% 1289
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 $1.44B AUM 26.8% 1-Year Est. Return
FA
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
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
II
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 $280M AUM 16.85% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Waverly Advisors's IBD Position: Q2 2026 in Review

Waverly Advisors increased its Inspire Corporate Bond ETF (IBD) stake by 11% in Q2 2026, buying an estimated $37K and bringing the position to 16,284 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Waverly Advisors first reported a position in IBD in Q4 2025 and has held it in 3 quarters since. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

  • Waverly Advisors held 16,284 shares of Inspire Corporate Bond ETF worth $387K as of Q2 2026.
  • Waverly Advisors bought 1,550 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $37K.
  • Inspire Corporate Bond ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1289 holding.
  • Waverly Advisors first reported a position in Inspire Corporate Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • 110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.