IBD INSPIRE CORPORATE BOND ETF

Ownership history in Bare Financial Services, Inc  ·  9 quarters on record

This page tracks every 13F SEC filing in which Bare Financial Services, Inc reported a position in INSPIRE CORPORATE BOND ETF (IBD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.9% (2024 Q1)
Avg. % of fund
5.51%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 714,733 +40,763 +6.0% 4.81% $17.3M $24.06
2025 Q3 ADDED 673,970 +36,774 +5.8% 4.86% $16.3M $23.74
2025 Q2 ADDED 637,196 +23,924 +3.9% 5.16% $15.3M $23.36
2025 Q1 ADDED 613,272 +78,308 +14.6% 5.60% $14.6M $22.85
2024 Q4 ADDED 534,964 +42,795 +8.7% 5.04% $12.5M $22.34
2024 Q3 ADDED 492,169 +45,810 +10.3% 4.87% $11.9M $22.68
2024 Q2 ADDED 446,359 +89,990 +25.3% 5.55% $10.6M $21.73
2024 Q1 ADDED 356,369 +233,876 +190.9% 7.90% $8.2M $21.66
2023 Q4 INITIATED 122,493 5.82% $2.9M
% of Fund (quarterly)    IBD price (monthly, adj. close)
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