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Stonebridge Financial Group (Pennsylvania)’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q1 		– Sell
-698
Closed -$12.4K – 1020
2024
Q4 		$12.4K Buy
+698
New +$12.7K ﹤0.01% 564

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Wealth Enhancement Advisory Services
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FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RIA
Regal Investment Advisors Kentwood, Michigan $1.73B AUM 17.74% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s IVOL Position: Q1 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) in Q1 2025, closing a stake of 698 shares — an estimated $12.4K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in IVOL in Q4 2024 and held it in 1 quarter. The position peaked at $12.4K in Q4 2024. 88 funds tracked by Wall St. Rank hold IVOL as of Q1 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Quadratic Interest Rate Volatility and Inflation Hedge ETF position as of Q1 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 698 Quadratic Interest Rate Volatility and Inflation Hedge ETF shares in Q1 2025, an estimated $12.4K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q4 2024 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $12.4K in Q4 2024.
  • 88 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q1 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q1 2025, filed 25 Apr 2025.