Institutional & Family Asset Management’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Institutional & Family Asset Management’s Portfolio IVOL Stock Details IVOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-504	Closed	-$14K	–	857
2021 Q3	$14K	Hold	504	–	–	﹤0.01%	503
2021 Q2	$14K	Buy	+504	New	+$14.3K	﹤0.01%	538

Other funds holding IVOL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Institutional & Family Asset Management's IVOL Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q4 2021, closing a stake of 504 shares — an estimated $14K sold.

Institutional & Family Asset Management first reported a position in IVOL in Q2 2021 and held it in 2 quarters. The position peaked at $14K in Q3 2021. 222 funds tracked by Wall St. Rank hold IVOL as of Q4 2021.

Institutional & Family Asset Management reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 504 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q4 2021, an estimated $14K.
Institutional & Family Asset Management first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q2 2021 and held it in 2 quarters.
Institutional & Family Asset Management's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $14K in Q3 2021.
222 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.