1620 Investment Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), 1620 Investment Advisors, Inc. reported 676 stock positions worth $128.9 million. Its top holding was SS SPDR P Int C Corp. ETF (SPIB) at 3.1% of the portfolio, followed by iShares 7-10 Year Treasury B (IEF, 2.3%) and SS SPDR P St Term TSY ETF (SPTS, 2.2%). Compared with Q3 2024, it opened 114 new positions, sold out of 113, added to 187 and reduced 172. The biggest buy was a new position in JH Securitized Income ETF (JSI) and the biggest sale an exit from SPDR S&P 600 Small Cap ETF (SLY).
- Most Recent 13F
- Q2 2026
- Location
- PLYMOUTH, MA
- CIK
- 0001907281
- Portfolio Value
- $128.9M (Q4 2024)
- SEC Filing
- 0001907281-25-000001 ↗ filed Feb 11, 2025
Holdings Value
Holdings 676 stocks · $128.9M
| SPIB SS SPDR P Int C Corp. ETF | 3.13% | 123,242 | $4.0M | Reduce -2.5% |
| IEF iShares 7-10 Year Treasury B | 2.26% | 31,494 | $2.9M | Reduce -11.3% |
| SPTS SS SPDR P St Term TSY ETF | 2.24% | 99,730 | $2.9M | Add +1.9% |
| TY Tri-Continental Corp. | 2.19% | 89,044 | $2.8M | Add +0.7% |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | 2.10% | 37,416 | $2.7M | Reduce -12.6% |
| JPM JPMorgan Chase & Co. | 1.94% | 10,407 | $2.5M | Reduce -1.6% |
| AAPL Apple Inc. | 1.89% | 9,740 | $2.4M | Add +0.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.77% | 18,882 | $2.3M | Add +1.8% |
| SCHP Schwab U.S. Tips ETF | 1.69% | 84,083 | $2.2M | Add +15.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.63% | 40,533 | $2.1M | Add +1.5% |
| MSFT Microsoft Corp. | 1.60% | 4,902 | $2.1M | Add +1.9% |
| SUB iShares Short-Term National | 1.58% | 19,260 | $2.0M | Reduce -4.1% |
| FRDM Freedom 100 Emeging MRKT ETF | 1.48% | 58,203 | $1.9M | Add +4.6% |
| TOTL SS Doubleline TR Tact ETF | 1.22% | 39,905 | $1.6M | Reduce -0.6% |
| TSM Taiwan Semiconductor-SP ADR | 1.11% | 7,260 | $1.4M | Reduce -2.6% |
| ANGL Vaneck Fallen Angel High YLD | 1.10% | 49,397 | $1.4M | Add +2.1% |
| JSI JH Securitized Income ETF | 1.09% | 27,137 | $1.4M | New |
| RTX RTX Corp. | 1.09% | 12,110 | $1.4M | Add +0.7% |
| ABBV Abbvie Inc. | 1.02% | 7,431 | $1.3M | Reduce -1.8% |
| ITM Vaneck Intermediate Muni ETF | 1.01% | 28,339 | $1.3M | Reduce -7.8% |
| JHPI John Hancock Preferred Incom | 0.91% | 52,159 | $1.2M | Add +4.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.91% | 5,340 | $1.2M | Reduce -2.8% |
| CVX Chevron Corp. | 0.88% | 7,802 | $1.1M | Reduce -1.1% |
| GLW Corning Inc. | 0.88% | 23,780 | $1.1M | Reduce -4.4% |
| SSGA ACTIVE TR | 0.86% | 26,366 | $1.1M | Reduce -1.4% |
| ETN Eaton Corp. PLC | 0.82% | 3,180 | $1.1M | Add +0.8% |
| BOND PIMCO Active Bond Exchange-T | 0.80% | 11,430 | $1.0M | Add +3.0% |
| POWL Powell Industries Inc. | 0.80% | 4,650 | $1.0M | New |
| VZ Verizon Communications Inc. | 0.78% | 25,257 | $1.0M | Reduce -12.1% |
| AVGO Broadcom Inc. | 0.76% | 4,204 | $975K | Add +7.7% |
| SO The Southern Co. | 0.72% | 11,251 | $926K | Add +1.4% |
| ARCC Ares Capital Corp. | 0.69% | 40,697 | $891K | Add +2.8% |
| QUS SS SPDR MSCI U Stratfact ETF | 0.69% | 5,752 | $891K | Add +3.8% |
| BX Blackstone Inc. | 0.67% | 5,004 | $863K | Add +0.4% |
| NVS Novartis AG-Sponsored ADR | 0.67% | 8,810 | $857K | Add +0.3% |
| HD Home Depot Inc. | 0.66% | 2,178 | $847K | Add +1.8% |
| TYG Tortoise Energy Infrastruct | 0.63% | 19,236 | $808K | New |
| MPC Marathon Petroleum Corp. | 0.61% | 5,666 | $790K | Add +2.0% |
| NTAP Netapp Inc. | 0.61% | 6,777 | $787K | Reduce -2.0% |
| WMB Williams Cos Inc. | 0.61% | 14,500 | $785K | Reduce -3.9% |
| BMY Bristol-Myers Squibb Co. | 0.60% | 13,698 | $775K | Add +47.4% |
| KMI Kinder Morgan Inc. | 0.60% | 28,218 | $773K | Add +1.8% |
| RPM RPM International Inc. | 0.58% | 6,123 | $753K | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.58% | 3,430 | $752K | Add +1.7% |
| PEP Pepsico Inc. | 0.58% | 4,918 | $748K | Reduce -36.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.55% | 1,571 | $712K | Reduce -9.1% |
| FHI Federated Hermes Inc. | 0.55% | 17,116 | $704K | Reduce -0.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.54% | 6,236 | $694K | Add +1.8% |
| MDLZ Mondelez International Inc. Class A | 0.53% | 11,541 | $689K | Add +2.3% |
| PGX Invesco Preferred ETF | 0.53% | 59,729 | $689K | Reduce -4.2% |
| WMT Walmart Inc. | 0.53% | 7,570 | $684K | Add +3.1% |
| MCHP Microchip Technology Inc. | 0.52% | 11,731 | $673K | Add +1.6% |
| EPR Epr Properties filed as EPR PPTYS | 0.52% | 15,071 | $667K | Add +1.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.51% | 7,091 | $658K | Add +13.9% |
| DRH Diamondrock Hospitality Co. | 0.51% | 72,643 | $656K | Add +4.0% |
| HTGC Hercules Capital Inc. | 0.49% | 31,690 | $637K | Add +0.2% |
| AZN Astrazeneca PLC-Spons ADR | 0.49% | 9,674 | $634K | Add +0.3% |
| JCI Johnson Controls Internation | 0.48% | 7,885 | $622K | Reduce -0.3% |
| INVH Invitation Homes Inc. | 0.48% | 19,281 | $616K | Add +2.9% |
| LNC Lincoln National Corp. | 0.48% | 19,437 | $616K | Add +0.3% |
| STWD Starwood Property Trust Inc. | 0.48% | 32,382 | $614K | Reduce -4.7% |
| IGEB iShares Investment Grade SYS | 0.47% | 13,743 | $610K | Add +12.2% |
| ADC Agree Realty Corp. | 0.46% | 8,474 | $597K | Add +0.4% |
| T AT&T Inc. | 0.46% | 26,161 | $596K | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.46% | 5,502 | $592K | Reduce -8.6% |
| OKE Oneok Inc. | 0.46% | 5,880 | $590K | Add +1.9% |
| GD General Dynamics Corp. | 0.45% | 2,222 | $585K | Reduce -0.7% |
| RL Ralph Lauren Corp. | 0.45% | 2,495 | $576K | Reduce -1.3% |
| GILD Gilead Sciences Inc. | 0.44% | 6,185 | $571K | Add +5.8% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.44% | 6,687 | $565K | Reduce -0.1% |
| TRV The Travelers Cos Inc. | 0.42% | 2,271 | $547K | New |
| STZ Constellation Brands Inc. Class A | 0.42% | 2,447 | $541K | Add +1.9% |
| BBY Best Buy Co. Inc. | 0.42% | 6,302 | $541K | Add +2.9% |
| LNG Cheniere Energy Inc. | 0.42% | 2,506 | $538K | Add +5.1% |
| NSA National Storage Affiliates | 0.41% | 13,904 | $527K | Add +3.5% |
| GOOGL Alphabet Inc. Class A | 0.41% | 2,769 | $524K | Add +0.7% |
| MDT Medtronic PLC | 0.40% | 6,530 | $522K | New |
| ORCL Oracle Corp. | 0.39% | 3,048 | $508K | Add +87.1% |
| PEG Public Service Enterprise GP | 0.39% | 6,002 | $507K | Add +3.2% |
| PANW Palo Alto Networks Inc. | 0.39% | 2,746 | $500K | Add +4.6% |
| RITM Rithm Capital Corp. | 0.39% | 46,035 | $499K | Add +2.1% |
| NOC Northrop Grumman Corp. | 0.38% | 1,030 | $483K | Reduce -1.5% |
| PFE Pfizer Inc. | 0.37% | 18,091 | $480K | Reduce -5.7% |
| MLR Miller Industries Inc. | 0.37% | 7,258 | $474K | Add +0.3% |
| D Dominion Energy Inc. | 0.36% | 8,675 | $467K | Add +3.3% |
| TPR Tapestry Inc. | 0.36% | 7,141 | $467K | Reduce -0.8% |
| KMB Kimberly-Clark Corp. | 0.36% | 3,495 | $458K | Add +0.9% |
| GRMN Garmin Ltd. | 0.35% | 2,218 | $457K | New |
| SHY iShares 1-3 Year Treasury Bo | 0.35% | 5,430 | $445K | Reduce -5.1% |
| LMT Lockheed Martin Corp. | 0.34% | 907 | $441K | Add +7.2% |
| PDCO Patterson Cos Inc. | 0.34% | 14,261 | $440K | New |
| NEWT Newtekone Inc. | 0.34% | 33,846 | $432K | New |
| R Ryder System Inc. | 0.33% | 2,735 | $429K | Add +1.9% |
| STX Seagate Technology Holdings | 0.32% | 4,835 | $417K | Add +2.6% |
| VFC VF Corp. | 0.32% | 19,401 | $416K | Add +0.2% |
| CUZ Cousins Properties Inc. | 0.32% | 13,514 | $414K | Add +1.9% |
| EPD Enterprise Products Partners | 0.32% | 13,163 | $413K | Add +2.2% |
| FSK FS KKR Capital Corp. | 0.32% | 18,865 | $410K | Reduce -2.6% |
| PNW Pinnacle West Capital | 0.31% | 4,683 | $397K | Add +3.6% |
| JNJ Johnson & Johnson | 0.30% | 2,714 | $392K | Add +0.6% |
Other holdings (23): bonds, preferreds, convertibles and warrants · $3.1M (not counted above)
Lines left out (3) · $2K — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| BKNG Booking Holdings Inc. | COM | 0 | $2K |
| TIP iShares Tips Bond ETF | TIPS BD ETF | 0 | $41 |
| NWL Newell Brands Inc. | COM | 0 | $4 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $131.9M.
Portfolio Sells Q3 2024 → Q4 2024
| SLY SPDR S&P 600 Small Cap ETF | Sold out | 0.00% | −2.54 |
| Powell Industries, Inc. | Sold out | 0.00% | −0.77 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -24.0% | 0.02% | −0.63 |
| TORTOISE ENERGY INFRASTRUCT | Sold out | 0.00% | −0.55 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Reduce -12.6% | 2.10% | −0.44 |
| MDT Medtronic Inc | Sold out | 0.00% | −0.41 |
| PEP Pepsico Inc. | Reduce -36.7% | 0.58% | −0.39 |
| ST PAUL TRAVELERS COMPANIES | Sold out | 0.00% | −0.38 |
| IEF iShares 7-10 Year Treasury B | Reduce -11.3% | 2.26% | −0.31 |
| IIPR Innovative Industrial Proper | Reduce -2.5% | 0.29% | −0.28 |
| GARMIN LTD | Sold out | 0.00% | −0.28 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −0.24 |
| Patterson Companies Inc. | Sold out | 0.00% | −0.23 |
| FLNG Flex LNG Ltd. | Reduce -59.3% | 0.12% | −0.19 |
| GES Guess? Inc. | Reduce -44.2% | 0.12% | −0.17 |
| VZ Verizon Communications Inc. | Reduce -12.1% | 0.78% | −0.17 |
| INTC Intel Corp. | Reduce -65.9% | 0.07% | −0.16 |
| COHR Coherent Inc. | Sold out | 0.00% | −0.16 |
| Compass Diversified Pfd A | Sold out | 0.00% | −0.15 |
| ELME Elme Communities | Reduce -99.9% | 0.00% | −0.15 |
| Streettracks Gold TRUST | Sold out | 0.00% | −0.14 |
| BSCO Invesco Bulletshares 2024 CB | Sold out | 0.00% | −0.13 |
| Global X U.S. Preferred ETF | Sold out | 0.00% | −0.12 |
| Lantheus Holdings Inc. | Sold out | 0.00% | −0.12 |
| LEARQ Lear Corp.-Old | Sold out | 0.00% | −0.10 |
| UNH UnitedHealth Group Inc. | Sold out | 0.00% | −0.10 |
| HASI Ha Sustainable Infrastructur | Reduce -7.7% | 0.29% | −0.09 |
| Marvell Technologies, inc. | Sold out | 0.00% | −0.09 |
| SPNS Sapiens International Corp. | Reduce -3.3% | 0.23% | −0.08 |
| AA Alcoa Inc. | Sold out | 0.00% | −0.08 |
| IFF Intl Flavors & Fragrances | Reduce -0.1% | 0.44% | −0.08 |
| EFA iShares MSCI Eafe ETF | Reduce -90.8% | 0.01% | −0.08 |
| ABBV Abbvie Inc. | Reduce -1.8% | 1.02% | −0.08 |
| Q2 Holdings | Sold out | 0.00% | −0.08 |
| MRK Merck & Co Inc | Sold out | 0.00% | −0.07 |
| GE General Electric Company | Sold out | 0.00% | −0.07 |
| SCL Stepan Co. | Reduce -80.0% | 0.01% | −0.07 |
| BANK NEW YORK CO INC | Sold out | 0.00% | −0.07 |
| MCD McDonald's Corp. | Reduce -89.7% | 0.01% | −0.06 |
| Pinterest Inc Cl A | Sold out | 0.00% | −0.06 |
| XOM Exxon Mobil Corp. | Reduce -8.6% | 0.46% | −0.06 |
| CVS CVS Health Corp. | Reduce -25.2% | 0.08% | −0.06 |
| ITM Vaneck Intermediate Muni ETF | Reduce -7.8% | 1.01% | −0.05 |
| DHR Danaher Corp. | Reduce -50.2% | 0.04% | −0.05 |
| HAS Hasbro Inc. | Reduce -2.5% | 0.19% | −0.05 |
| IR Ingersoll-Rand Inc. | Reduce -88.2% | 0.01% | −0.05 |
| DD Dupont DE Nemours Inc. | Reduce -5.0% | 0.28% | −0.05 |
| LEN Lennar Corp. Class A | Reduce -2.8% | 0.14% | −0.05 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -23.8% | 0.16% | −0.05 |
| Fluor Corp | Sold out | 0.00% | −0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| JSI JH Securitized Income ETF | New | 1.09% | +1.09 |
| POWL Powell Industries Inc. | New | 0.80% | +0.80 |
| TYG Tortoise Energy Infrastruct | New | 0.63% | +0.63 |
| TRV The Travelers Cos Inc. | New | 0.42% | +0.42 |
| MDT Medtronic PLC | New | 0.40% | +0.40 |
| GRMN Garmin Ltd. | New | 0.35% | +0.35 |
| PDCO Patterson Cos Inc. | New | 0.34% | +0.34 |
| NEWT Newtekone Inc. | New | 0.34% | +0.34 |
| AVGO Broadcom Inc. | Add +7.7% | 0.76% | +0.26 |
| BMY Bristol-Myers Squibb Co. | Add +47.4% | 0.60% | +0.25 |
| SCHP Schwab U.S. Tips ETF | Add +15.6% | 1.69% | +0.25 |
| AAPL Apple Inc. | Add +0.9% | 1.89% | +0.23 |
| ORCL Oracle Corp. | Add +87.1% | 0.39% | +0.19 |
| TSLA Tesla Inc. | Add +189.7% | 0.21% | +0.17 |
| TJX TJX Companies Inc. | Add +1.8% | 1.77% | +0.16 |
| GLD SPDR Gold Shares | New | 0.15% | +0.15 |
| KMI Kinder Morgan Inc. | Add +1.8% | 0.60% | +0.15 |
| PFFD Global X US Preferred ETF | New | 0.14% | +0.14 |
| MRVL Marvell Technology Inc. | New | 0.14% | +0.14 |
| COHR Coherent Corp. | New | 0.13% | +0.13 |
| SPTS SS SPDR P St Term TSY ETF | Add +1.9% | 2.24% | +0.12 |
| AMZN Amazon.com Inc. | Add +1.7% | 0.58% | +0.12 |
| SAM Boston Beer Company Inc. Class A | Add +89.4% | 0.21% | +0.11 |
| QTWO Q2 Holdings Inc. | New | 0.11% | +0.11 |
| BX Blackstone Inc. | Add +0.4% | 0.67% | +0.11 |
| DIS The Walt Disney Co. | Add +1.8% | 0.54% | +0.10 |
| LNG Cheniere Energy Inc. | Add +5.1% | 0.42% | +0.10 |
| TGTX TG Therapeutics Inc. | New | 0.10% | +0.10 |
| LNTH Lantheus Holdings Inc. | New | 0.10% | +0.10 |
| XYZ Block Inc. | Add +18400.0% | 0.10% | +0.10 |
| UNH Unitedhealth Group Inc. | New | 0.10% | +0.10 |
| WMT Walmart Inc. | Add +3.1% | 0.53% | +0.09 |
| AVDE Avantis International Equity | New | 0.09% | +0.09 |
| LEA Lear Corp. | New | 0.09% | +0.09 |
| AA Alcoa Corp. | New | 0.08% | +0.08 |
| PINS Pinterest Inc. Class A | New | 0.08% | +0.08 |
| GILD Gilead Sciences Inc. | Add +5.8% | 0.44% | +0.08 |
| MGNI Magnite Inc. | New | 0.08% | +0.08 |
| ARCC Ares Capital Corp. | Add +2.8% | 0.69% | +0.08 |
| CP Canadian Pacific Kansas City | New | 0.08% | +0.08 |
| MSFT Microsoft Corp. | Add +1.9% | 1.60% | +0.08 |
| NVDA Nvidia Corp. | Add +160.3% | 0.11% | +0.08 |
| TCMD Tactile Systems Technology I | New | 0.08% | +0.08 |
| SMMD iShares Russell 2500 ETF | Add +53.6% | 0.20% | +0.08 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +1.5% | 1.63% | +0.07 |
| BNY Bank of New York Mellon Corp. | New | 0.07% | +0.07 |
| GOOGL Alphabet Inc. Class A | Add +0.7% | 0.41% | +0.07 |
| OKE Oneok Inc. | Add +1.9% | 0.46% | +0.07 |
| DRI Darden Restaurants Inc. | Add +9.9% | 0.29% | +0.07 |
| MRK Merck & Co. Inc. | New | 0.07% | +0.07 |
Notes & Other Activity Q3 2024 → Q4 2024
| RENAISSANCERE HOLDINGS L (RNR 5.75 PERP F) | Common Stock | Reduce -2.2% | 29,374 | $658K |
| PUBLIC STORAGE (PSA 4.125 PERP M) | PFD | Reduce -1.6% | 30,680 | $547K |
| ALLSTATE CORP (ALL 4.75 PERP I) | Common Stock | Reduce -0.0% | 26,423 | $544K |
| DIAMONDROCK HOSPITALITY (DRH 8.25 PERP) | PFD | Add +6.6% | 14,414 | $370K |
| MORGAN STANLEY (MS F PERP +A) | COM | Add +0.1% | 14,260 | $339K |
| COMPASS DIVERSIF HOLDING (CODI 7.25 PERP A) | PFD | New | 9,392 | $221K |
| EQUITY COMMONWEALTH (EQC 6.5 PERP D) | 6.5% CNV PFD D | Sold out | 5,150 | $130Kbefore exit |
| PUBLIC STORAGE (PSA 3.875 PERP N) | PFD | Reduce -0.0% | 5,680 | $95K |
| JPMORGAN CHASE & CO (JPM 4.625 PERP LL) | Common Stock | Reduce -9.0% | 1,320 | $27K |
| BRUNSWICK CORP (BC 6.375 04/15/49) | PFD | Add +37.1% | 960 | $23K |
| CHARLES SCHWAB CORP (SCHW 5.95 PERP D) | Common Stock | Reduce -18.4% | 555 | $14K |
| DIGITAL REALTY TRUST INC (DLR 5.85 PERP K) | PUBLIC | Add +100.0% | 480 | $11K |
| PUBLIC STORAGE (PSA 6.5 PERP Q) | PFD | Sold out | 450 | $9Kbefore exit |
| PUBLIC STORAGE (PSA 3.95 PERP Q) | PFD | New | 450 | $8K |
| TRUIST FIN CORP (TFC 5.2 PERP G) | PFD | Sold out | 330 | $7Kbefore exit |
| TRUIST FINANCIAL CORP (TFC 4.75 PERP R) | COM | New | 350 | $7K |
| SOUTHERN CO (SO 4.2 10/15/60 C) | PFD | New | 250 | $5K |
| DTE ENERGY CO (DTE 4.375 10/15/80 G) | Common Stock | Sold out | 130 | $3Kbefore exit |
| AZO AutoZone Inc. | COM | Sold out | 0 | $504before exit |
| WELLS FARGO & COMPANY (WFC 4.7 PERP AA) | Common Stock | Sold out | 0 | $1before exit |
| CGDV Cap Group Dividend Value | SHS CREAT UNIT | Reduce -100.0% | 0 | $0 |
| JBGS JBG Smith Properties | COM | Reduce -100.0% | 0 | $0 |
| ICLN iShares Global Clean Energy | GL CLEAN ENE ETF | Reduce -100.0% | 0 | $0 |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 675 | $161.2M | SPIB, FRDM, QEFA, IGSB, IEF |
| Q1 2026 | 655 | $147.6M | SPIB, QEFA, IEF, FRDM, SPTS |
| Q4 2025 | 645 | $149.7M | SPIB, QEFA, IEF, FRDM, SPTS |
| Q3 2025 | 647 | $146.8M | SPIB, QEFA, IEF, JPM, TY |
| Q2 2025 | 656 | $138.1M | SPIB, QEFA, IEF, SPTS, JPM |
| Q1 2025 | 663 | $127.6M | SPIB, SPTS, IEF, QEFA, TY |
| Q4 2024 | 676 | $128.9M | SPIB, IEF, SPTS, TY, QEFA |
| Q3 2024 | 677 | $135.5M | SPIB, IEF, QEFA, SLY, TY |
| Q2 2024 | 572 | $127.6M | SPIB, IEF, QEFA, SPTS, TY |
| Q1 2024 | 144 | $99.5M | SPIB, IEF, QEFA, TY, JPM |