GSWM
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Golden State Wealth Management’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Golden State Wealth 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
2026
Q1 		$17K Sell
906
-643
-42% -$12.1K ﹤0.01% 954
2025
Q4 		$29.7K Hold
1,549
– – ﹤0.01% 826
2025
Q3 		$29.9K Hold
1,549
– – ﹤0.01% 811
2025
Q2 		$30.3K Hold
1,549
– – ﹤0.01% 769
2025
Q1 		$28.9K Hold
1,549
– – ﹤0.01% 713
2024
Q4 		$27.5K Buy
+1,549
New +$28.2K ﹤0.01% 689

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
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Golden State Wealth Management's IVOL Position: Q1 2026 in Review

Golden State Wealth Management reduced its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 42% in Q1 2026, selling an estimated $12.1K and leaving 906 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Golden State Wealth Management first reported a position in IVOL in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.3K in Q2 2025. 78 funds tracked by Wall St. Rank hold IVOL as of Q1 2026.

  • Golden State Wealth Management held 906 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $17K as of Q1 2026.
  • Golden State Wealth Management sold 643 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2026, an estimated $12.1K.
  • Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q1 2026, its #954 holding.
  • Golden State Wealth Management first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2024 and has held it in 6 quarters since.
  • Golden State Wealth Management's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $30.3K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2026.

Based on Golden State Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.