Principle Wealth 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
2021
Q3
Sell
-10,700
Closed -$296K 313
2021
Q2
$296K Hold
10,700
0.03% 258
2021
Q1
$306K Buy
+10,700
New +$306K 0.04% 232