Regal 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 | $5.43M | Buy |
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|
2025
Q1 | $5.1M | Buy |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.81M | Sell |
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|
2024
Q1 | $1.9M | Buy |
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|
2023
Q4 | $2.01M | Sell |
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|
2023
Q3 | $4.39M | Sell |
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|
2023
Q2 | $5.3M | Buy |
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|
2023
Q1 | $2.82M | Buy |
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|
2022
Q4 | $2.49M | Buy |
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|
2022
Q3 | $2.29M | Buy |
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|
2022
Q2 | $2.56M | Buy |
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|
2022
Q1 | $2.57M | Buy |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.75M | Buy |
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|
2021
Q2 | $1.2M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $537K | Buy |
|