LGWM
IVOL icon

Litman Gregory Wealth Management’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2021
Q4
Sell
-11,510
Closed -$321K 80
2021
Q3
$321K Buy
11,510
+11,195
+3,554% +$312K 0.06% 60
2021
Q2
$315 Buy
+315
New +$315 0.06% 61