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 Q2	$3.66M	Sell	154,171 -52,796	-26%	-$1.26M	0.92%	23
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

Inspire Advisors Meridian, Idaho $1.44B AUM 26.8% 1-Year Est. Return

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 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

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 $235M AUM 22.68% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

WorthPointe's IBD Position: Q2 2026 in Review

WorthPointe reduced its Inspire Corporate Bond ETF (IBD) stake by 26% in Q2 2026, selling an estimated $1.26M and leaving 154,171 shares worth $3.66M. The position accounts for 0.92% of the portfolio, ranked #23.

WorthPointe first reported a position in IBD in Q3 2023 and has held it in 5 quarters since. The position peaked at $7.56M in Q4 2025. 110 funds tracked by Wall St. Rank hold IBD as of Q2 2026.

WorthPointe held 154,171 shares of Inspire Corporate Bond ETF worth $3.66M as of Q2 2026.
WorthPointe sold 52,796 Inspire Corporate Bond ETF shares in Q2 2026, an estimated $1.26M.
Inspire Corporate Bond ETF made up 0.92% of WorthPointe's portfolio in Q2 2026, its #23 holding.
WorthPointe first reported a position in Inspire Corporate Bond ETF in Q3 2023 and has held it in 5 quarters since.
WorthPointe's Inspire Corporate Bond ETF position peaked at $7.56M in Q4 2025.
110 funds tracked by Wall St. Rank held Inspire Corporate Bond ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.