Stifel Financial’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 | $312K | Sell |
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|
2025
Q2 | $597K | Sell |
|
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $1.46M | Sell |
|
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|
2024
Q3 | $1.61M | Buy |
|
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|
2024
Q2 | $1.5M | Sell |
|
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|
2024
Q1 | $1.57M | Sell |
|
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|
2023
Q4 | $1.76M | Sell |
|
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|
2023
Q3 | $1.75M | Buy |
|
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|
2023
Q2 | $868K | Sell |
|
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|
2023
Q1 | $1.23M | Sell |
|
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|
2022
Q4 | $2.4M | Sell |
|
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|
2022
Q3 | $3.4M | Sell |
|
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|
2022
Q2 | $5.28M | Sell |
|
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|
2022
Q1 | $7.92M | Sell |
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|
2021
Q4 | $13.9M | Sell |
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|
2021
Q3 | $18.4M | Buy |
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|
2021
Q2 | $17.6M | Buy |
|
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|
2021
Q1 | $6.63M | Buy |
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|
2020
Q4 | $3.08M | Buy |
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|
2020
Q3 | $1.95M | Buy |
|