
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT
- About
Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF (IBD)



- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)


(see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: IBD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Analysis of Past Performance
Type ETF | Historic Profit 2.6% | Avg. Invested days 45 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | ETF Returns Performance ![]() |
![]() ![]() | ![]() ![]() |
Key Highlights
Volume (30-day avg) - | Beta 0.69 | 52 Weeks Range 22.19 - 24.52 | Updated Date 06/29/2025 |
52 Weeks Range 22.19 - 24.52 | Updated Date 06/29/2025 |
Upturn AI SWOT
Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF
ETF Overview
Overview
The Inspire Corporate Bond Impact ETF (IBD) seeks to provide investment results that correspond to the performance, before fees and expenses, of the Inspire Corporate Bond Impact Index. It invests in investment-grade corporate bonds that align with biblical values, screening out companies involved in activities deemed objectionable.
Reputation and Reliability
Inspire Investing is known for its biblically responsible investing approach.
Management Expertise
The management team focuses on integrating faith-based principles into investment strategies.
Investment Objective
Goal
To seek investment results that correspond generally to the price and yield, before fees and expenses, of the Inspire Corporate Bond Impact Index.
Investment Approach and Strategy
Strategy: IBD aims to track the Inspire Corporate Bond Impact Index, which screens corporate bonds based on biblical values.
Composition Primarily investment-grade corporate bonds, screened for alignment with biblical values.
Market Position
Market Share: Data not readily available for precise market share.
Total Net Assets (AUM): 13990000
Competitors
Key Competitors
- LQD
- AGG
- VCSH
Competitive Landscape
The corporate bond ETF market is dominated by large, established players. IBD differentiates itself through its biblically responsible investing approach, appealing to a niche market of faith-based investors. This gives it a competitive edge within that segment, although it faces challenges in gaining broader market share due to its specific investment mandate.
Financial Performance
Historical Performance: Historical performance data should be obtained from official fund factsheets or financial data providers.
Benchmark Comparison: Performance should be compared to the Inspire Corporate Bond Impact Index.
Expense Ratio: 0.55
Liquidity
Average Trading Volume
IBD's average trading volume is relatively low, suggesting potentially lower liquidity compared to more popular bond ETFs.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions but is typically wider than more liquid ETFs.
Market Dynamics
Market Environment Factors
Corporate bond performance is influenced by interest rates, credit spreads, and overall economic conditions. IBD's performance is also impacted by the performance of companies that adhere to biblical values.
Growth Trajectory
Growth depends on the increasing adoption of biblically responsible investing and the ETF's ability to attract investors seeking values-aligned investments. Strategy remains focused on its biblically responsible mandate.
Moat and Competitive Advantages
Competitive Edge
IBD's competitive advantage lies in its unique biblically responsible investing approach, catering to a specific niche market of faith-based investors. This offers a differentiated value proposition compared to conventional corporate bond ETFs. Its strict adherence to biblically aligned investment principles builds trust and loyalty within its target investor base. Inspire's focus on values-based investing provides a strong brand identity and mission-driven appeal.
Risk Analysis
Volatility
IBD's volatility is influenced by the volatility of the underlying corporate bond market. Bond ETFs are generally less volatile than equity ETFs.
Market Risk
Market risk includes interest rate risk, credit risk, and the risk that companies screened for biblical values may underperform the broader market.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to investment-grade corporate bonds while aligning their investments with biblical values.
Market Risk
Suitable for long-term investors who prioritize faith-based principles in their investment decisions.
Summary
The Inspire Corporate Bond Impact ETF (IBD) offers exposure to investment-grade corporate bonds screened for alignment with biblical values. Its key differentiator is its focus on faith-based investing, appealing to a niche market segment. While it faces competition from larger, more liquid bond ETFs, it provides a unique value proposition for investors seeking values-aligned investments. Its performance is influenced by interest rates, credit spreads, and the performance of companies adhering to biblical values, with relatively low trading volume that suggests potential liquidity concerns.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Inspire Investing Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market data can change rapidly.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website |
The fund generally invests at least 80% of its total assets in the component securities of the index. The index Provider selects domestic corporate bonds issued by companies that are considered large capitalization companies, are rated investment grade quality from a bond ratings agency widely recognized in the financial services industry and which have an Inspire Impact Score of zero or higher.

Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.