IBD — INSPIRE CORPORATE BOND IMPACT ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  31 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported INSPIRE CORPORATE BOND IMPACT ETF (IBD) in 31 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.55% in 2025 Q2. The latest visible filing shows IBD at 1.51% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in INSPIRE CORPORATE BOND IMPACT 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 1.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.55% in 2025 Q2

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.

IBD stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held IBD — position size vs. price
% of Fund (quarterly)    IBD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 987,188 +49,299 +5.3% 1.51% $23.9M 2026-02-14 (Est.) $24.12
2025 Q3 ADDED 937,889 +38,627 +4.3% 1.52% $22.7M 2025-11-12 $23.73
2025 Q2 ADDED 899,262 +225,994 +33.6% 1.55% $21.6M 2025-08-04 $23.38
2025 Q1 REDUCED 673,268 -7,009 -1.0% 1.28% $16.0M 2025-04-23 $22.59
2024 Q4 ADDED 680,277 +12,492 +1.9% 1.30% $15.9M 2025-02-10 $22.45
2024 Q3 ADDED 667,785 +112,635 +20.3% 1.36% $16.1M 2024-10-28 $22.21
2024 Q2 ADDED 555,150 +42,716 +8.3% 1.15% $12.9M 2024-08-06 $22.20
2024 Q1 ADDED 512,434 +57,151 +12.6% 1.14% $12.0M 2024-05-01 $21.28
2023 Q4 REDUCED 455,283 -21,879 -4.6% 1.09% $10.7M 2024-01-10 $21.36
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBD

As of 2025 Q4 — sorted by position size

Inspire Advisors, LLC 3Y 7.51% Faithward Advisors, LLC 3Y 5.65% Bare Financial Services, Inc 4.81% OneAscent Investment Solutions LLC 3.95% Plan A Wealth LLC 3.34% OneAscent Wealth Management LLC 3Y 2.34% WorthPointe, LLC 3Y 1.99% Inspire Investing, LLC 3Y 7Y 1.6% OneAscent Financial Services LLC 3Y 1.42% PAX Financial Group, LLC 3Y 1.41%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and IBD

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

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning IBD?

CREATIVE FINANCIAL DESIGNS INC /ADV reported IBD across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBD position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for IBD was 1.55% in 2025 Q2.

What is the latest reported IBD position on this page?

The most recent filing on this page is 2025 Q4, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 987,188 shares, equal to 1.51% of portfolio, with an estimated market value of $23.9M.

What does the chart on this IBD ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV'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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