Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $341K | Sell |
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|
2022
Q4 | $376K | Sell |
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|
2022
Q3 | $399K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $769K | Sell |
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|
2021
Q4 | $3.44M | Sell |
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|
2021
Q3 | $5.94M | Sell |
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|
2021
Q2 | $11.9M | Buy |
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|
2021
Q1 | $11.1M | Buy |
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|
2020
Q4 | $7.55M | Buy |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $49K | Buy |
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