Octavia Wealth Advisors’s Kingsbarn Tactical Bond ETF KDRN Stock Holding History

Octavia Wealth Advisors’s Portfolio KDRN Stock Details KDRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-12,695	Closed	-$269K	–	191
2022 Q3	$269K	Buy	12,695 +546	+4%	+$12.2K	0.07%	134
2022 Q2	$269K	Buy	+12,149	New	+$276K	0.07%	135

Other funds holding KDRN

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Octavia Wealth Advisors's KDRN Position: Q4 2022 in Review

Octavia Wealth Advisors sold out of Kingsbarn Tactical Bond ETF (KDRN) in Q4 2022, closing a stake of 12,695 shares — an estimated $269K sold.

Octavia Wealth Advisors first reported a position in KDRN in Q2 2022 and held it in 2 quarters. The position peaked at $269K in Q3 2022. 1 fund tracked by Wall St. Rank holds KDRN as of Q4 2022.

Octavia Wealth Advisors reported no remaining Kingsbarn Tactical Bond ETF position as of Q4 2022 after selling out during the quarter.
Octavia Wealth Advisors sold 12,695 Kingsbarn Tactical Bond ETF shares in Q4 2022, an estimated $269K.
Octavia Wealth Advisors first reported a position in Kingsbarn Tactical Bond ETF in Q2 2022 and held it in 2 quarters.
Octavia Wealth Advisors's Kingsbarn Tactical Bond ETF position peaked at $269K in Q3 2022.
1 fund tracked by Wall St. Rank held Kingsbarn Tactical Bond ETF as of Q4 2022.

Based on Octavia Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.