CIA
Concurrent Investment Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-10,957
| Closed | -$205K | – | 1366 |
|
|
2025
Q1 | $205K | Sell |
10,957
-275
| -2% | -$5.14K | 0.01% | 1107 |
|
|
2024
Q4 | $199K | Hold |
11,232
| – | – | 0.01% | 983 |
|
|
2024
Q3 | $216K | Sell |
11,232
-296
| -3% | -$5.7K | 0.01% | 907 |
|
|
2024
Q2 | $213K | Buy |
+11,528
| New | +$213K | 0.01% | 844 |
|