MBL Wealth’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
2021
Q3
$6.94M Buy
+248,930
New +$6.94M 2.4% 14
2021
Q1
$5.49M Buy
192,045
+35,105
+22% +$1M 1.91% 15
2020
Q4
$4.39M Buy
+156,940
New +$4.39M 1.74% 17