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 Q2	–	Sell	-89	Closed	-$1.67K	–	4286
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

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TIM

Thor Investment Management Cincinnati, Ohio $176M AUM 45.89% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

RIA

Regal Investment Advisors Kentwood, Michigan $1.92B AUM 23.13% 1-Year Est. Return

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

Northwestern Mutual Wealth Management's IVOL Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q2 2026, closing a stake of 89 shares — an estimated $1.67K sold.

Northwestern Mutual Wealth Management first reported a position in IVOL in Q3 2021 and held it in 10 quarters. The position peaked at $78K in Q3 2021. 68 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

Northwestern Mutual Wealth Management reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q2 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 89 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q2 2026, an estimated $1.67K.
Northwestern Mutual Wealth Management first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q3 2021 and held it in 10 quarters.
Northwestern Mutual Wealth Management's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $78K in Q3 2021.
68 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.