West Branch Capital’s Quadratic Interest Rate Volatility and Inflation Hedge ETF IVOL Stock Holding History

West Branch Capital’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	$3.98K	Hold	230	–	–	﹤0.01%	280
2026 Q1	$4.3K	Hold	230	–	–	﹤0.01%	282
2025 Q4	$4.41K	Sell	230 -270	-54%	-$5.21K	﹤0.01%	318
2025 Q3	$9.64K	Hold	500	–	–	﹤0.01%	286
2025 Q2	$9.78K	Hold	500	–	–	﹤0.01%	274
2025 Q1	$9.34K	Hold	500	–	–	﹤0.01%	289
2024 Q4	$8.87K	Sell	500 -420	-46%	-$7.64K	﹤0.01%	277
2024 Q3	$17.7K	Hold	920	–	–	0.01%	234
2024 Q2	$17K	Hold	920	–	–	0.01%	232
2024 Q1	$17.4K	Hold	920	–	–	0.01%	233
2023 Q4	$19K	Hold	920	–	–	0.01%	226
2023 Q3	$18.9K	Hold	920	–	–	0.01%	227
2023 Q2	$18.9K	Sell	920 -4,650	-83%	-$104K	0.01%	233
2023 Q1	$127K	Sell	5,570 -150	-3%	-$3.31K	0.07%	101
2022 Q4	$129K	Sell	5,720 -350	-6%	-$7.91K	0.08%	97
2022 Q3	$135K	Sell	6,070 -1,800	-23%	-$43.9K	0.08%	94
2022 Q2	$199K	Buy	7,870 +30	+0.4%	+$765	0.12%	81
2022 Q1	$201K	Sell	7,840 -150	-2%	-$3.94K	0.1%	83
2021 Q4	$215K	Buy	7,990 +470	+6%	+$12.8K	0.09%	83
2021 Q3	$210K	Sell	7,520 -1,600	-18%	-$44.7K	0.1%	81
2021 Q2	$252K	Buy	9,120 +460	+5%	+$13.1K	0.12%	80
2021 Q1	$248K	Buy	+8,660	New	+$247K	0.15%	78

Other funds holding IVOL

OPOWM

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

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

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

BCA

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

West Branch Capital's IVOL Position: Q2 2026 in Review

West Branch Capital held its Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) position steady in Q2 2026 at 230 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

West Branch Capital first reported a position in IVOL in Q1 2021 and has held it in 22 quarters since. The position peaked at $252K in Q2 2021. 17 funds tracked by Wall St. Rank hold IVOL as of Q2 2026.

West Branch Capital held 230 shares of Quadratic Interest Rate Volatility and Inflation Hedge ETF worth $3.98K as of Q2 2026.
West Branch Capital 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 West Branch Capital's portfolio in Q2 2026, its #280 holding.
West Branch Capital first reported a position in Quadratic Interest Rate Volatility and Inflation Hedge ETF in Q1 2021 and has held it in 22 quarters since.
West Branch Capital's Quadratic Interest Rate Volatility and Inflation Hedge ETF position peaked at $252K in Q2 2021.
17 funds tracked by Wall St. Rank held Quadratic Interest Rate Volatility and Inflation Hedge ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.