NATIONS FINANCIAL GROUP INC, /IA/ /ADV IBD — INSPIRE CORPORATE BOND ETF

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  5 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported INSPIRE CORPORATE BOND ETF (IBD) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.09% in 2026 Q1. The latest visible filing shows IBD at 0.09% 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 NATIONS FINANCIAL GROUP INC, /IA/ /ADV'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
2026 Q1

IBD was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.09% in 2026 Q1

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

Time in book
Holding Window
2025 Q1 to 2026 Q1

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 NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held IBD — position size vs. price
% of Fund (quarterly)    IBD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 75,819 +10,344 +15.8% 0.09% $1.8M 2026-04-15 $23.81
2025 Q4 ADDED — — — 65,475 +10,507 +19.1% 0.08% $1.6M 2026-01-26 $23.76
2025 Q3 ADDED — — — 54,968 +45,794 +499.2% 0.08% $1.3M 2025-10-28 $23.67
2025 Q2 ADDED — — — 9,174 +674 +7.9% 0.02% $220K 2025-08-11 $23.17
2025 Q1 INITIATED — — — 8,500 — — 0.02% $202K 2025-05-13 $22.55

🏢 Other funds also holding IBD

As of 2026 Q1 — sorted by position size

Inspire Advisors, LLC 3Y 8.41% Faithward Advisors, LLC 3Y 5.66% Bare Financial Services, Inc 4.85% OneAscent Investment Solutions LLC 3.68% Plan A Wealth LLC 3.4% OneAscent Wealth Management LLC 3Y 2.31% Inspire Investing, LLC 3Y 7Y 1.94% CREATIVE FINANCIAL DESIGNS INC /ADV 3Y 7Y 1.53% PAX Financial Group, LLC 3Y 1.4% Cornerstone Financial Management LLC 1.35%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /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 NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning IBD?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported IBD across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported IBD position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for IBD was 0.09% in 2026 Q1.

What is the latest reported IBD position on this page?

The most recent filing on this page is 2026 Q1, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 75,819 shares, equal to 0.09% of portfolio, with an estimated market value of $1.8M.

What does the chart on this IBD ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /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.

How well did NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their IBD position?

Based on 13F filing dates vs. subsequent IBD price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 4 out of 4 reported position changes (100%). The annualised alpha on IBD relative to SPY over the holding period was -94.6%.

← Back to NATIONS FINANCIAL GROUP INC, /IA/ /ADV Holdings