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Boyd Watterson Asset Management’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Boyd Watterson Asset Management’s Portfolio IVOL Stock Details IVOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-389
Closed -$7.5K – 426
2025
Q3 		$7.5K Sell
389
-530
-58% -$10.4K ﹤0.01% 304
2025
Q2 		$18K Buy
+919
New +$17.8K 0.01% 255

Other funds holding IVOL

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TIM
Thor Investment Management Cincinnati, Ohio $188M AUM 58.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return

Boyd Watterson Asset Management's IVOL Position: Q4 2025 in Review

Boyd Watterson Asset Management sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q4 2025, closing a stake of 389 shares — an estimated $7.5K sold.

Boyd Watterson Asset Management first reported a position in IVOL in Q2 2025 and held it in 2 quarters. The position peaked at $18K in Q2 2025. 91 funds tracked by Wall St. Rank hold IVOL as of Q4 2025.

  • Boyd Watterson Asset Management reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q4 2025 after selling out during the quarter.
  • Boyd Watterson Asset Management sold 389 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q4 2025, an estimated $7.5K.
  • Boyd Watterson Asset Management first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q2 2025 and held it in 2 quarters.
  • Boyd Watterson Asset Management's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $18K in Q2 2025.
  • 91 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q4 2025.

Based on Boyd Watterson Asset Management's 13F filing for Q4 2025, filed 4 Feb 2026.