MML Investors Services
IVOL icon

MML Investors Services’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

MML Investors Services’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
-18,410
Closed -$344K – 2845
2025
Q1 		$344K Buy
18,410
+6,318
+52% +$114K ﹤0.01% 2233
2024
Q4 		$215K Sell
12,092
-4,774
-28% -$86.9K ﹤0.01% 2471
2024
Q3 		$325K Buy
16,866
+1,569
+10% +$30.1K ﹤0.01% 2120
2024
Q2 		$283K Buy
15,297
+130
+0.9% +$2.41K ﹤0.01% 2118
2024
Q1 		$287K Sell
15,167
-581
-4% -$11.5K ﹤0.01% 2135
2023
Q4 		$326K Buy
15,748
+1,543
+11% +$31.9K ﹤0.01% 2001
2023
Q3 		$292K Buy
+14,205
New +$293K ﹤0.01% 1938
2023
Q1 		– Sell
-9,070
Closed -$205K – 2179
2022
Q4 		$205K Sell
9,070
-2,977
-25% -$67.2K ﹤0.01% 2015
2022
Q3 		$267K Sell
12,047
-1,136
-9% -$27.7K ﹤0.01% 1756
2022
Q2 		$334K Sell
13,183
-10,553
-44% -$269K ﹤0.01% 1611
2022
Q1 		$608K Sell
23,736
-6,869
-22% -$180K ﹤0.01% 1350
2021
Q4 		$822K Sell
30,605
-13,041
-30% -$357K 0.01% 1150
2021
Q3 		$1.22M Sell
43,646
-12,124
-22% -$338K 0.01% 941
2021
Q2 		$1.54M Buy
+55,770
New +$1.59M 0.01% 818

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

MML Investors Services's IVOL Position: Q2 2025 in Review

MML Investors Services sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2025, closing a stake of 18,410 shares — an estimated $344K sold.

MML Investors Services first reported a position in IVOL in Q2 2021 and held it in 14 quarters. The position peaked at $1.54M in Q2 2021. 73 funds tracked by Wall St. Rank hold IVOL as of Q2 2025.

  • MML Investors Services reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q2 2025 after selling out during the quarter.
  • MML Investors Services sold 18,410 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2025, an estimated $344K.
  • MML Investors Services first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q2 2021 and held it in 14 quarters.
  • MML Investors Services's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $1.54M in Q2 2021.
  • 73 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2025.

Based on MML Investors Services's 13F filing for Q2 2025, filed 14 Aug 2025.