Focused Wealth Management’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 | $431K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $85.8K | Sell |
|
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|
2023
Q3 | $106K | Buy |
|
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|
2023
Q2 | $106K | Buy |
|
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|
2023
Q1 | $116K | Buy |
|
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|
2022
Q4 | $115K | Sell |
|
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|
2022
Q3 | $132K | Buy |
|
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|
2022
Q2 | $150K | Sell |
|
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|
2022
Q1 | $176K | Buy |
|
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|
2021
Q4 | $183K | Sell |
|
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|
2021
Q3 | $218K | Sell |
|
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|
2021
Q2 | $232K | Sell |
|
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|
2021
Q1 | $288K | Buy |
|
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|
2020
Q4 | $125K | Buy |
|
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|
2020
Q3 | $81K | Sell |
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|
2020
Q2 | $119K | Buy |
|