Northwestern Mutual Wealth Management’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Northwestern Mutual 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	$1.67K	Buy	89 +87	+4,350%	+$1.64K	﹤0.01%	3655
2025 Q4	$38	Buy	+2	New	+$39	﹤0.01%	3920
2024 Q2	–	Sell	-722	Closed	-$13.7K	–	3657
2024 Q1	$13.7K	Sell	722 -2,228	-76%	-$44.2K	﹤0.01%	2524
2023 Q4	$61K	Buy	+2,950	New	+$61K	﹤0.01%	1974
2023 Q3	–	Sell	-86	Closed	-$1.77K	–	3420
2023 Q2	$1.77K	Buy	+86	New	+$1.93K	﹤0.01%	3008
2023 Q1	–	Sell	-65	Closed	-$1.47K	–	3486
2022 Q4	$1.47K	Buy	+65	New	+$1.47K	﹤0.01%	2995
2022 Q3	–	Sell	-1,044	Closed	-$26K	–	3243
2022 Q2	$26K	Sell	1,044 -231	-18%	-$5.89K	﹤0.01%	2135
2022 Q1	$33K	Sell	1,275 -234	-16%	-$6.15K	﹤0.01%	2109
2021 Q4	$41K	Sell	1,509 -1,291	-46%	-$35.3K	﹤0.01%	2049
2021 Q3	$78K	Buy	+2,800	New	+$78.2K	﹤0.01%	1733

Other funds holding IVOL

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Northwestern Mutual Wealth Management's IVOL Position: Q1 2026 in Review

Northwestern Mutual Wealth Management increased its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) stake by 4,350% in Q1 2026, buying an estimated $1.64K and bringing the position to 89 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #3655.

Northwestern Mutual Wealth Management first reported a position in IVOL in Q3 2021 and has held it in 10 quarters since. The position peaked at $78K in Q3 2021. 78 funds tracked by Wall St. Rank hold IVOL as of Q1 2026.

Northwestern Mutual Wealth Management held 89 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $1.67K as of Q1 2026.
Northwestern Mutual Wealth Management bought 87 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2026, an estimated $1.64K.
Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #3655 holding.
Northwestern Mutual Wealth Management first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2021 and has held it in 10 quarters since.
Northwestern Mutual Wealth Management's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $78K in Q3 2021.
78 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.