BTWM
Baker Tilly Wealth Management’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-44,800
| Closed | -$1.2M | – | 545 |
|
|
2021
Q4 | $1.2M | Sell |
44,800
-58,000
| -56% | -$1.56M | 0.13% | 170 |
|
|
2021
Q3 | $2.87M | Buy |
102,800
+5,000
| +5% | +$139K | 0.38% | 52 |
|
|
2021
Q2 | $2.7M | Buy |
97,800
+20,000
| +26% | +$552K | 0.44% | 49 |
|
|
2021
Q1 | $2.22M | Buy |
+77,800
| New | +$2.22M | 0.46% | 46 |
|