Concurrent Investment 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
Sell
2025
Q1
$205K Sell
2024
Q4
$199K Hold
2024
Q3
$216K Sell
2024
Q2
$213K Buy