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IBD
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Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF (IBD)

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$24.07
Last Close (24-hour delay)
Profit since last BUY2.08%
upturn advisory
Consider higher Upturn Star rating
BUY since 74 days
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  • SELL Advisory (Loss)​
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Upturn Advisory Summary

08/14/2025: IBD (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

rating

Not Recommended Performance

These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.

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 stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
ETF Returns Performance Upturn Returns Performance 1.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 08/14/2025

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

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Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF

stock logo

ETF Overview

overview logo 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.

reliability logo Reputation and Reliability

Inspire Investing is known for its biblically responsible investing approach.

reliability logo Management Expertise

The management team focuses on integrating faith-based principles into investment strategies.

Investment Objective

overview logo 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

overview logo 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.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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.