Global Retirement Partners’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.4K | Buy |
+2,012
| New | +$39.4K | ﹤0.01% | 1909 |
|
|
2024
Q2 | – | Sell |
-30
| Closed | -$568 | – | 3588 |
|
|
2024
Q1 | $568 | Hold |
30
| – | – | ﹤0.01% | 3106 |
|
|
2023
Q4 | $624 | Hold |
30
| – | – | ﹤0.01% | 3023 |
|
|
2023
Q3 | $628 | Buy |
+30
| New | +$628 | ﹤0.01% | 2898 |
|
|
2023
Q1 | – | Sell |
-25
| Closed | -$565 | – | 3278 |
|
|
2022
Q4 | $565 | Hold |
25
| – | – | ﹤0.01% | 2733 |
|
|
2022
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 2486 |
|
|
2022
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 2457 |
|
|
2022
Q1 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 2422 |
|
|
2021
Q4 | – | Sell |
-25
| Closed | -$1K | – | 1027 |
|
|
2021
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 1899 |
|
|
2021
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 1804 |
|
|
2021
Q1 | $1K | Hold |
25
| – | – | ﹤0.01% | 1713 |
|
|
2020
Q4 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1673 |
|