Commonwealth Equity Services’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $624K | Sell |
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|
2025
Q2 | $633K | Buy |
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|
2025
Q1 | $470K | Sell |
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|
2024
Q4 | $759K | Buy |
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|
2024
Q3 | $747K | Buy |
|
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|
2024
Q2 | $454K | Sell |
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|
2024
Q1 | $1.49M | Sell |
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|
2023
Q4 | $4.77M | Sell |
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|
2023
Q3 | $5.85M | Sell |
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|
2023
Q2 | $5.92M | Sell |
|
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|
2023
Q1 | $6.68K | Sell |
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|
2022
Q4 | $6.74M | Sell |
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|
2022
Q3 | $6.8M | Sell |
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|
2022
Q2 | $7.93M | Sell |
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|
2022
Q1 | $8.55M | Sell |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $12.4M | Buy |
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|
2021
Q2 | $10.6M | Buy |
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|
2021
Q1 | $9.49M | Buy |
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|
2020
Q4 | $6.69M | Buy |
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|
2020
Q3 | $2.63M | Buy |
|