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Coastal Bridge Advisors’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Coastal Bridge Advisors’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
Q2 		– Sell
-12,156
Closed -$227K – 452
2025
Q1 		$227K Buy
+12,156
New +$219K 0.06% 227

Other funds holding IVOL

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $455M AUM 22.33% 1-Year Est. Return
CI
CacheTech Inc Logan, Utah $519M AUM 22.06% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Coastal Bridge Advisors's IVOL Position: Q2 2025 in Review

Coastal Bridge Advisors sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2025, closing a stake of 12,156 shares — an estimated $227K sold.

Coastal Bridge Advisors first reported a position in IVOL in Q1 2025 and held it in 1 quarter. The position peaked at $227K in Q1 2025. 73 funds tracked by Wall St. Rank hold IVOL as of Q2 2025.

  • Coastal Bridge Advisors reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q2 2025 after selling out during the quarter.
  • Coastal Bridge Advisors sold 12,156 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2025, an estimated $227K.
  • Coastal Bridge Advisors first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2025 and held it in 1 quarter.
  • Coastal Bridge Advisors's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $227K in Q1 2025.
  • 73 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2025.

Based on Coastal Bridge Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.