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Upturn AI SWOT - About
Northern Lights Fund Trust IV - Inspire Corporate Bond Impact ETF (IBD)
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Upturn Advisory Summary
10/14/2025: IBD (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star 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 4.97% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/14/2025 |
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 |
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 of the Inspire Corporate Bond Impact Index. It primarily focuses on U.S. dollar-denominated investment grade corporate bonds while applying a biblically responsible investing (BRI) screen.
Reputation and Reliability
Northern Lights Fund Trust IV is a relatively established fund trust provider. However, its reputation is largely dependent on the success and management of individual ETFs like IBD.
Management Expertise
The management expertise resides in the fund managers selected to run the specific strategies within the trust. The expertise for IBD relates to fixed-income and BRI strategies.
Investment Objective
Goal
The investment goal of IBD is to generate current income while aligning investments with biblically responsible investing principles.
Investment Approach and Strategy
Strategy: IBD aims to track the Inspire Corporate Bond Impact Index, a rules-based index that selects investment grade corporate bonds based on financial merit and positive alignment with biblical values.
Composition The ETF holds a portfolio of U.S. dollar-denominated investment grade corporate bonds from various sectors, screened for biblically responsible business practices.
Market Position
Market Share: Market share data specifically for IBD in the corporate bond impact investing niche is limited and requires specialized data sources.
Total Net Assets (AUM): 8262224
Competitors
Key Competitors
- CRBN
- SUSC
- ESGV
- VSGX
Competitive Landscape
The ETF industry is highly competitive, with many ETFs vying for investor assets. IBD distinguishes itself through its biblically responsible investing (BRI) approach, but the larger market share is dominated by broader ESG or low-carbon strategies. IBD's advantage lies in its unique values-based screening, while its disadvantage includes potentially lower liquidity and a smaller investor base compared to broader ESG funds.
Financial Performance
Historical Performance: Requires access to specific historical return data for IBD.
Benchmark Comparison: Requires specific return data for both IBD and its benchmark index.
Expense Ratio: 0.49
Liquidity
Average Trading Volume
The ETFu2019s average trading volume suggests moderate liquidity, which may impact trade execution costs.
Bid-Ask Spread
The bid-ask spread is impacted by the trading volume and can influence the actual cost of trading the ETF.
Market Dynamics
Market Environment Factors
Economic indicators (interest rates, inflation), corporate bond market performance, and investor sentiment towards responsible investing all affect IBD.
Growth Trajectory
Requires monitoring of asset flows, changes in investment strategy, and the adoption of BRI principles in the broader market.
Moat and Competitive Advantages
Competitive Edge
IBDu2019s competitive advantage lies in its unique application of biblically responsible investing principles to corporate bond selection. This niche focus attracts investors who prioritize faith-based values in their investment decisions. While other ESG funds exist, IBD's explicit integration of biblical values differentiates it. This provides a targeted appeal and enhances its branding in the faith-based investing community.
Risk Analysis
Volatility
Volatility will depend on the overall volatility of the corporate bond market and interest rate sensitivity.
Market Risk
IBD is exposed to risks inherent in the corporate bond market, including credit risk (default risk of the underlying bonds) and interest rate risk (sensitivity to changes in interest rates).
Investor Profile
Ideal Investor Profile
The ideal investor for IBD is someone who seeks income from corporate bonds and wants to align their investments with biblically responsible investing principles.
Market Risk
IBD is suitable for long-term investors seeking income and who prioritize values-based investing. It may be less suitable for active traders due to potentially lower liquidity.
Summary
IBD is a corporate bond ETF employing biblically responsible investing principles. It offers investors a unique opportunity to align their faith and finances. The ETF's performance is tied to the corporate bond market and its specific screening methodology. While its target market is niche, it provides a compelling option for faith-based investors. Investors should evaluate the ETFu2019s liquidity, expense ratio, and risk profile before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- InspireInvestments.com
- Morningstar.com
- ETF.com
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results. Investors should conduct their own due diligence and consult with a financial advisor before making any investment decisions.
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.