Focus Partners Wealth
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Focus Partners Wealth’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Focus Partners Wealth’s Portfolio IVOL Stock Details IVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-12,006
Closed -$227K – 1250
2024
Q1 		$227K Hold
12,006
– – ﹤0.01% 896
2023
Q4 		$248K Buy
+12,006
New +$248K ﹤0.01% 708