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Buckingham Strategic Wealth’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Buckingham Strategic Wealth’s Portfolio IVOL Stock Details IVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-18,294
Closed -$523K – 594
2021
Q1 		$523K Buy
+18,294
New +$521K 0.03% 320

Other funds holding IVOL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Buckingham Strategic Wealth's IVOL Position: Q2 2021 in Review

Buckingham Strategic Wealth sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2021, closing a stake of 18,294 shares — an estimated $523K sold.

Buckingham Strategic Wealth first reported a position in IVOL in Q1 2021 and held it in 1 quarter. The position peaked at $523K in Q1 2021. 243 funds tracked by Wall St. Rank hold IVOL as of Q2 2021.

  • Buckingham Strategic Wealth reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q2 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 18,294 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2021, an estimated $523K.
  • Buckingham Strategic Wealth first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2021 and held it in 1 quarter.
  • Buckingham Strategic Wealth's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $523K in Q1 2021.
  • 243 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2021, filed 6 Aug 2021.