Straight Path Wealth Management’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 | $259K | Buy |
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|
2025
Q2 | $263K | Sell |
|
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|
2025
Q1 | $279K | Sell |
|
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|
2024
Q4 | $4.91M | Buy |
|
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|
2024
Q3 | $5.05M | Buy |
|
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|
2024
Q2 | $4.43M | Buy |
|
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|
2024
Q1 | $3.97M | Buy |
|
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|
2023
Q4 | $3.96M | Buy |
|
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|
2023
Q3 | $3.8M | Buy |
|
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|
2023
Q2 | $3.47M | Buy |
|
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|
2023
Q1 | $3.6M | Buy |
|
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|
2022
Q4 | $3.42M | Sell |
|
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|
2022
Q3 | $3.6M | Buy |
|
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|
2022
Q2 | $3.99M | Buy |
|
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|
2022
Q1 | $3.96M | Buy |
|
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|
2021
Q4 | $3.95M | Buy |
|