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WorthPointe’s Inspire Corporate Bond ETF IBD Stock Holding History

WorthPointe’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 		$4.94M Sell
206,967
-105,329
-34% -$2.54M 1.34% 18
2025
Q4 		$7.56M Buy
+312,296
New +$7.55M 1.99% 11
2024
Q1 		– Sell
-110,136
Closed -$2.6M – 72
2023
Q4 		$2.6M Buy
110,136
+69,041
+168% +$1.58M 1.32% 11
2023
Q3 		$930K Buy
+41,095
New +$944K 0.55% 24

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

WorthPointe's IBD Position: Q1 2026 in Review

WorthPointe reduced its Inspire Corporate Bond ETF (IBD) stake by 34% in Q1 2026, selling an estimated $2.54M and leaving 206,967 shares worth $4.94M. The position accounts for 1.34% of the portfolio, ranked #18.

WorthPointe first reported a position in IBD in Q3 2023 and has held it in 4 quarters since. The position peaked at $7.56M in Q4 2025. 106 funds tracked by Wall St. Rank hold IBD as of Q1 2026.

  • WorthPointe held 206,967 shares of Inspire Corporate Bond ETF worth $4.94M as of Q1 2026.
  • WorthPointe sold 105,329 Inspire Corporate Bond ETF shares in Q1 2026, an estimated $2.54M.
  • Inspire Corporate Bond ETF made up 1.34% of WorthPointe's portfolio in Q1 2026, its #18 holding.
  • WorthPointe first reported a position in Inspire Corporate Bond ETF in Q3 2023 and has held it in 4 quarters since.
  • WorthPointe's Inspire Corporate Bond ETF position peaked at $7.56M in Q4 2025.
  • 106 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q1 2026.

Based on WorthPointe's 13F filing for Q1 2026, filed 12 May 2026.