IBD β€” INSPIRE CORPORATE BOND ETF

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

AI Ownership Summary

Bare Financial Services, Inc reported INSPIRE CORPORATE BOND ETF (IBD) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.9% in 2024 Q1. The latest visible filing shows IBD at 4.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bare Financial Services, Inc's position in INSPIRE CORPORATE BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBD was reported at 4.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.9% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bare Financial Services, Inc held IBD β€” position size vs. price
% of Fund (quarterly)    IBD price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 714,733 +40,763 +6.0% 4.81% $17.3M 2026-02-14 (Est.) $24.21
2025 Q3 ADDED 673,970 +36,774 +5.8% 4.86% $16.3M 2025-11-12 $23.82
2025 Q2 ADDED 637,196 +23,924 +3.9% 5.16% $15.3M 2025-08-13 $23.53
2025 Q1 ADDED 613,272 +78,308 +14.6% 5.60% $14.6M 2025-05-12 $22.76
2024 Q4 ADDED 534,964 +42,795 +8.7% 5.04% $12.5M 2025-02-10 $22.54
2024 Q3 ADDED 492,169 +45,810 +10.3% 4.87% $11.9M 2024-11-13 $22.34
2024 Q2 ADDED 446,359 +89,990 +25.3% 5.55% $10.6M 2024-08-14 $22.42
2024 Q1 ADDED 356,369 +233,876 +190.9% 7.90% $8.2M 2024-05-13 $21.68
2023 Q4 INITIATED 122,493 β€” β€” 5.82% $2.9M 2024-02-06 $21.70

FAQ About Bare Financial Services, Inc and IBD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bare Financial Services, Inc reported owning IBD?

Bare Financial Services, Inc reported IBD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBD position in Bare Financial Services, Inc's portfolio?

The largest reported portfolio weight for IBD was 7.90% in 2024 Q1.

What is the latest reported IBD position on this page?

The most recent filing on this page is 2025 Q4, when Bare Financial Services, Inc reported 714,733 shares, equal to 4.81% of portfolio, with an estimated market value of $17.3M.

What does the chart on this IBD ownership page compare?

The chart compares Bare Financial Services, Inc's quarterly IBD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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