West Branch Capital’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 | $9.64K | Hold |
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|
2025
Q2 | $9.78K | Hold |
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|
2025
Q1 | $9.34K | Hold |
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|
2024
Q4 | $8.87K | Sell |
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|
2024
Q3 | $17.7K | Hold |
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|
2024
Q2 | $17K | Hold |
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|
2024
Q1 | $17.4K | Hold |
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|
2023
Q4 | $19K | Hold |
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|
2023
Q3 | $18.9K | Hold |
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|
2023
Q2 | $18.9K | Sell |
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|
2023
Q1 | $127K | Sell |
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|
2022
Q4 | $129K | Sell |
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|
2022
Q3 | $135K | Sell |
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|
2022
Q2 | $199K | Buy |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $215K | Buy |
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|
2021
Q3 | $210K | Sell |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $248K | Buy |
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