Steward Partners Investment Advisory’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
Q3 | $274K | Buy |
|
|||||
|
2025
Q2 | $269K | Buy |
|
|||||
|
2025
Q1 | $257K | Hold |
|
|||||
|
2024
Q4 | $244K | Buy |
|
|||||
|
2024
Q3 | $212K | Buy |
|
|||||
|
2024
Q2 | $200K | Buy |
|
|||||
|
2024
Q1 | $200K | Buy |
|
|||||
|
2023
Q4 | $218K | Hold |
|
|||||
|
2023
Q3 | $216K | Buy |
|
|||||
|
2023
Q2 | $206K | Hold |
|
|||||
|
2023
Q1 | $228K | Buy |
|
|||||
|
2022
Q4 | $227K | Sell |
|
|||||
|
2022
Q3 | $252K | Sell |
|
|||||
|
2022
Q2 | $329K | Sell |
|
|||||
|
2022
Q1 | $337K | Hold |
|
|||||
|
2021
Q4 | $353K | Buy |
|
|||||
|
2021
Q3 | $360K | Buy |
|
|||||
|
2021
Q2 | $357K | Buy |
|
|||||
|
2021
Q1 | $290K | Buy |
|
|||||
|
2020
Q4 | $144K | Buy |
|