Richard Bernstein Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95K | Sell |
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|
2025
Q1 | $60.9M | Buy |
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|
2024
Q4 | $51.8M | Sell |
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|
2024
Q3 | $66.8M | Sell |
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|
2024
Q2 | $65M | Sell |
|
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|
2024
Q1 | $69.1M | Sell |
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|
2023
Q4 | $81.8M | Sell |
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|
2023
Q3 | $89.1M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Sell |
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|
2021
Q3 | $111M | Buy |
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|
2021
Q2 | $103M | Buy |
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