Trust Company of Toledo’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

Trust Company of Toledo’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	$2.13K	Hold	123	–	–	﹤0.01%	806
2026 Q1	$2.3K	Hold	123	–	–	﹤0.01%	739
2025 Q4	$2.36K	Hold	123	–	–	﹤0.01%	713
2025 Q3	$2.37K	Hold	123	–	–	﹤0.01%	715
2025 Q2	$2.41K	Buy	+123	New	+$2.39K	﹤0.01%	711

Other funds holding IVOL

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 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

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

PFM

Professional Financial Management Appleton, Wisconsin $98.6M AUM

BPWM

BCS Private Wealth Management Rumson, New Jersey $332M AUM 23.51% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $194M AUM 20.37% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Trust Company of Toledo's IVOL Position: Q2 2026 in Review

Trust Company of Toledo held its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) position steady in Q2 2026 at 123 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #806.

Trust Company of Toledo first reported a position in IVOL in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.41K in Q2 2025. 30 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

Trust Company of Toledo held 123 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $2.13K as of Q2 2026.
Trust Company of Toledo left its Quadratic Interest Rate Volatility and Inflation Hedge ETF share count unchanged in Q2 2026.
Quadratic Interest Rate Volatility and Inflation Hedge ETF made up ﹤0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #806 holding.
Trust Company of Toledo first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q2 2025 and has held it in 5 quarters since.
Trust Company of Toledo's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $2.41K in Q2 2025.
30 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.