Arvest Investments, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Arvest Investments, Inc. reported 199 stock positions worth $733.4 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 7.9% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 6.8%) and Goldman Sachs Inv GRD (GIGB, 4.7%). Compared with Q4 2025, it opened 17 new positions, sold out of 9, added to 52 and reduced 105. The biggest buy was a new position in Bondbloxx BBG 2Y US TSY ETF (XTWO) and the biggest sale an exit from iShares 1-3 Year Treasury Bo (SHY).
- Most Recent 13F
- Q2 2026
- Location
- LOWELL, AR
- CIK
- 0001025038
- Portfolio Value
- $733.4M (Q1 2026)
- SEC Filing
- 0001025038-26-000005 ↗ filed Apr 14, 2026
Holdings Value
Holdings 199 stocks · $733.4M
| VEA Vanguard Ftse Developed ETF | 7.87% | 900,266 | $57.7M | Add +4.5% |
| RSP Invesco S&P 500 Equal Weight | 6.83% | 260,982 | $50.1M | Reduce -0.6% |
| GIGB Goldman Sachs Inv GRD Corp. | 4.66% | 745,634 | $34.2M | Add +6.8% |
| JMBS Janus Henderson Mortg Backed | 3.72% | 604,333 | $27.3M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 3.34% | 37,511 | $24.5M | Add +4.9% |
| CMBS iShares CMBS ETF | 3.09% | 465,122 | $22.7M | Add +6.2% |
| MBB iShares MBS ETF | 2.85% | 219,863 | $20.9M | Reduce -2.6% |
| VWO Vanguard Ftse Emerging Marke | 2.81% | 380,896 | $20.6M | Add +1.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 2.79% | 110,890 | $20.4M | Add +0.2% |
| GSLC Goldman Activebeta US LC ETF | 2.55% | 149,531 | $18.7M | Add +3.8% |
| GEM Goldman Sachs Activebeta Em | 2.45% | 416,226 | $18.0M | Add +1.5% |
| IEF iShares 7-10 Year Treasury B | 2.43% | 186,886 | $17.8M | Add +17.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 2.11% | 71,122 | $15.5M | Reduce -0.3% |
| TPYP Tortoise North American Pipe | 1.99% | 344,037 | $14.6M | Reduce -6.2% |
| EIPI FT Energy Income ETF | 1.89% | 615,200 | $13.8M | Add +10.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 1.68% | 47,883 | $12.3M | Add +9.4% |
| TLH iShares 10-20 Year Treasury | 1.64% | 119,499 | $12.0M | Add +26.3% |
| IEI iShares 3-7 Year Treasury Bo | 1.52% | 94,147 | $11.2M | Add +5.9% |
| FTGC First Trust Global Tactical | 1.47% | 376,660 | $10.8M | Add +46.7% |
| EFA iShares MSCI Eafe ETF | 1.31% | 98,828 | $9.6M | Reduce -3.5% |
| MDY State Street SPDR S&P Midcap | 1.30% | 15,505 | $9.6M | Reduce -4.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.26% | 120,577 | $9.2M | Reduce -6.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 1.22% | 29,536 | $8.9M | Reduce -0.4% |
| AGZ iShares Agency Bond ETF | 1.17% | 78,447 | $8.6M | Reduce -12.1% |
| SDVY First Trust Smid Cap Rising | 1.06% | 197,847 | $7.8M | Reduce -24.9% |
| GOOGL Alphabet Inc. Class A | 1.02% | 25,900 | $7.4M | Add +3.0% |
| SCZ iShares MSCI Eafe Small-Cap | 1.01% | 94,578 | $7.4M | Reduce -0.7% |
| FLJP Franklin Ftse Japan ETF | 0.98% | 198,284 | $7.2M | Reduce -0.4% |
| JPM JPMorgan Chase & Co. | 0.95% | 23,753 | $7.0M | Reduce -0.8% |
| AAPL Apple Inc. | 0.95% | 27,513 | $7.0M | Add +10.4% |
| MSFT Microsoft Corp. | 0.95% | 18,824 | $7.0M | Add +35.8% |
| SCHP Schwab U.S. Tips ETF | 0.94% | 259,361 | $6.9M | Add +7.0% |
| RDVY First Trust Rising Dividend | 0.86% | 92,048 | $6.3M | Add +2.3% |
| AMZN Amazon.com Inc. | 0.83% | 29,062 | $6.1M | Add +28.2% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.82% | 122,040 | $6.0M | New |
| WMT Walmart Inc. | 0.82% | 48,276 | $6.0M | Reduce -15.2% |
| VCIT Vanguard Int-Term Corporate | 0.82% | 72,319 | $6.0M | Add +3.6% |
| IDV iShares International Select | 0.70% | 119,916 | $5.1M | Add +29.9% |
| SPHY SS SPDR P High Yield ETF | 0.68% | 212,611 | $5.0M | Add +12.5% |
| NVDA Nvidia Corp. | 0.65% | 27,448 | $4.8M | Add +5.9% |
| AIQ Global X Art Intel & Tech | 0.65% | 102,389 | $4.8M | Add +37.4% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.62% | 101,701 | $4.5M | Add +9.7% |
| IGV iShares Expanded Tech-Softwa | 0.60% | 54,684 | $4.4M | New |
| VGSH Vanguard Short-Term Treasury | 0.60% | 74,708 | $4.4M | Add +2.2% |
| IVW iShares S&P 500 Growth ETF | 0.60% | 38,615 | $4.4M | Reduce -49.8% |
| AIRR First Trust Rba American Ind | 0.57% | 37,974 | $4.2M | Reduce -11.3% |
| XOM Exxon Mobil Corp. | 0.57% | 24,642 | $4.2M | Add +1.2% |
| IMVP Invesco India Exchange-Trade | 0.55% | 197,842 | $4.1M | Add +41.9% |
| MRK Merck & Co. Inc. | 0.47% | 28,605 | $3.4M | Reduce -8.5% |
| LITP Sprott Lithium Miners ETF | 0.47% | 258,430 | $3.4M | Add +10.6% |
| PAVE Global X US Infrastructure | 0.43% | 62,541 | $3.2M | Reduce -4.8% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 21,186 | $2.6M | Reduce -3.1% |
| GMOM Cambria Global Momentum ETF | 0.35% | 72,430 | $2.6M | Reduce -4.0% |
| FLOT iShares Floating Rate Bond E | 0.35% | 50,793 | $2.6M | Add +12.9% |
| TLT iShares 20+ Year Treasury BD | 0.35% | 29,796 | $2.6M | Add +9.2% |
| PANW Palo Alto Networks Inc. | 0.35% | 15,915 | $2.6M | New |
| GRID First TRST Nasd Class Edg Sgiif | 0.34% | 15,045 | $2.5M | Reduce -1.7% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.33% | 5,248 | $2.4M | Reduce -3.0% |
| LGOV First TR Long Duration O-ETF | 0.32% | 109,587 | $2.4M | Reduce -32.2% |
| JNJ Johnson & Johnson | 0.30% | 8,888 | $2.2M | Reduce -21.9% |
| OKE Oneok Inc. | 0.27% | 22,030 | $2.0M | Reduce -1.8% |
| AMD Advanced Micro Devices | 0.25% | 9,052 | $1.8M | Add +221.0% |
| ES Eversource Energy | 0.24% | 25,736 | $1.8M | Reduce -2.5% |
| GBIL Goldman Sachs Access Treasur | 0.24% | 17,656 | $1.8M | Add +4.4% |
| LNG Cheniere Energy Inc. | 0.24% | 6,122 | $1.7M | Reduce -4.7% |
| META Meta Platforms Inc. Class A | 0.23% | 2,977 | $1.7M | Add +58.7% |
| EMB iShares JP Morgan Usd Emergi | 0.23% | 17,876 | $1.7M | New |
| TFC Truist Financial Corp. | 0.23% | 36,102 | $1.7M | Reduce -2.2% |
| AVGO Broadcom Inc. | 0.22% | 5,149 | $1.6M | Reduce -0.9% |
| PEG Public Service Enterprise GP | 0.21% | 19,451 | $1.6M | Reduce -2.0% |
| CVX Chevron Corp. | 0.21% | 7,575 | $1.6M | Reduce -2.0% |
| TRV The Travelers Cos Inc. | 0.21% | 5,297 | $1.5M | Reduce -1.3% |
| CFG Citizens Financial Group | 0.21% | 25,526 | $1.5M | Reduce -2.3% |
| MU Micron Technology Inc. | 0.21% | 4,501 | $1.5M | Reduce -45.8% |
| ABBV Abbvie Inc. | 0.21% | 6,930 | $1.5M | Reduce -1.2% |
| EOG EOG Resources Inc. | 0.20% | 10,191 | $1.5M | Reduce -4.0% |
| MCD McDonald's Corp. | 0.19% | 4,560 | $1.4M | Reduce -2.0% |
| UL Unilever PLC-Sponsored ADR | 0.19% | 24,715 | $1.4M | Reduce -2.1% |
| DTE DTE Energy Company | 0.19% | 9,435 | $1.4M | Reduce -1.8% |
| PRU Prudential Financial Inc. | 0.19% | 14,045 | $1.4M | Reduce -2.0% |
| LNT Alliant Energy Corp. | 0.18% | 18,769 | $1.3M | Reduce -2.4% |
| EQIX Equinix Inc. | 0.18% | 1,352 | $1.3M | Reduce -0.8% |
| PG The Procter & Gamble Co. | 0.17% | 8,761 | $1.3M | Reduce -17.9% |
| HPQ HP Inc. | 0.17% | 65,012 | $1.2M | Add +323.2% |
| ECL Ecolab Inc. | 0.17% | 4,646 | $1.2M | Add +13.6% |
| STX Seagate Technology Holdings | 0.17% | 3,141 | $1.2M | New |
| LRCX Lam Research Corp. | 0.17% | 5,740 | $1.2M | Reduce -31.4% |
| HON Honeywell International Inc. | 0.17% | 5,421 | $1.2M | Reduce -1.2% |
| LMT Lockheed Martin Corp. | 0.16% | 2,000 | $1.2M | Reduce -1.9% |
| LOW Lowe's Cos Inc. | 0.16% | 5,041 | $1.2M | Reduce -7.3% |
| HBAN Huntington Bancshares Inc. | 0.15% | 72,144 | $1.1M | Reduce -2.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 4,636 | $1.1M | Reduce -0.5% |
| IQV Iqvia Holdings Inc. | 0.15% | 6,583 | $1.1M | Reduce -0.6% |
| CARR Carrier Global Corp. | 0.15% | 19,935 | $1.1M | New |
| EIX Edison International | 0.15% | 14,896 | $1.1M | Reduce -2.2% |
| GD General Dynamics Corp. | 0.15% | 3,137 | $1.1M | Reduce -1.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.14% | 21,693 | $1.1M | Reduce -1.0% |
| COF Capital One Financial Corp. | 0.14% | 5,780 | $1.1M | Reduce -0.9% |
| FE Firstenergy Corp. | 0.14% | 20,663 | $1.0M | Reduce -2.3% |
| COP Conocophillips | 0.14% | 7,918 | $1.0M | Reduce -1.7% |
Portfolio Sells Q4 2025 → Q1 2026
| SHY iShares 1-3 Year Treasury Bo | Sold out | 0.00% | −0.81 |
| IVW iShares S&P 500 Growth ETF | Reduce -49.8% | 0.60% | −0.74 |
| IWD iShares Russell 1000 Value E | Reduce -86.6% | 0.06% | −0.36 |
| SDVY First Trust Smid Cap Rising | Reduce -24.9% | 1.06% | −0.36 |
| SSGA ACTIVE TR | Sold out | 0.00% | −0.34 |
| RSP Invesco S&P 500 Equal Weight | Reduce -0.6% | 6.83% | −0.24 |
| AGZ iShares Agency Bond ETF | Reduce -12.1% | 1.17% | −0.21 |
| SLV iShares Silver Trust | Sold out | 0.00% | −0.20 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -6.5% | 1.26% | −0.20 |
| OMC Omnicom Group | Reduce -57.0% | 0.12% | −0.18 |
| JMBS Janus Henderson Mortg Backed | Reduce -0.7% | 3.72% | −0.18 |
| MBB iShares MBS ETF | Reduce -2.6% | 2.85% | −0.17 |
| LGOV First TR Long Duration O-ETF | Reduce -32.2% | 0.32% | −0.17 |
| PPLT Abrdn Physical Platinum SHRS | Sold out | 0.00% | −0.17 |
| PALL Abrdn Physical Palladium SHS | Sold out | 0.00% | −0.17 |
| UNP Union Pacific Corp. | Reduce -71.8% | 0.06% | −0.15 |
| TBLL Invesco Short Term Treasury | Reduce -78.8% | 0.04% | −0.14 |
| JPM JPMorgan Chase & Co. | Reduce -0.8% | 0.95% | −0.13 |
| MU Micron Technology Inc. | Reduce -45.8% | 0.21% | −0.13 |
| AGG iShares Core U.S. Aggregate | Reduce -98.4% | 0.00% | −0.09 |
| EFA iShares MSCI Eafe ETF | Reduce -3.5% | 1.31% | −0.07 |
| WMT Walmart Inc. | Reduce -15.2% | 0.82% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -65.6% | 0.03% | −0.07 |
| MDY State Street SPDR S&P Midcap | Reduce -4.0% | 1.30% | −0.06 |
| IQV Iqvia Holdings Inc. | Reduce -0.6% | 0.15% | −0.06 |
| COF Capital One Financial Corp. | Reduce -0.9% | 0.14% | −0.05 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.05 |
| ACN Accenture PLC Class A | Reduce -0.4% | 0.11% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -17.9% | 0.17% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -0.4% | 1.22% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -0.5% | 0.15% | −0.04 |
| PRU Prudential Financial Inc. | Reduce -2.0% | 0.19% | −0.04 |
| UL Unilever PLC-Sponsored ADR | Reduce -2.1% | 0.19% | −0.04 |
| AMAT Applied Materials Inc. | Reduce -43.2% | 0.10% | −0.04 |
| AVGO Broadcom Inc. | Reduce -0.9% | 0.22% | −0.04 |
| JNJ Johnson & Johnson | Reduce -21.9% | 0.30% | −0.03 |
| LRCX Lam Research Corp. | Reduce -31.4% | 0.17% | −0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Reduce -3.0% | 0.33% | −0.03 |
| NRG NRG Energy Inc. | Reduce -9.8% | 0.13% | −0.03 |
| CPB The Campbell's Company | Reduce -2.1% | 0.10% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -4.8% | 0.12% | −0.03 |
| TFC Truist Financial Corp. | Reduce -2.2% | 0.23% | −0.03 |
| AXP American Express Co. | Reduce -1.1% | 0.10% | −0.03 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -0.7% | 1.01% | −0.03 |
| HBAN Huntington Bancshares Inc. | Reduce -2.3% | 0.15% | −0.03 |
| BAC Bank of America Corp. | Reduce -1.0% | 0.14% | −0.03 |
| F Ford Motor Co. | Reduce -2.3% | 0.12% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -7.3% | 0.16% | −0.02 |
| IP International Paper Co. | Reduce -1.7% | 0.14% | −0.02 |
| TROW T Rowe Price Group Inc. | Reduce -1.8% | 0.10% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| XTWO Bondbloxx BBG 2Y US TSY ETF | New | 0.82% | +0.82 |
| FTGC First Trust Global Tactical | Add +46.7% | 1.47% | +0.64 |
| IGV iShares Expanded Tech-Softwa | New | 0.60% | +0.60 |
| PANW Palo Alto Networks Inc. | New | 0.35% | +0.35 |
| EIPI FT Energy Income ETF | Add +10.3% | 1.89% | +0.33 |
| VEA Vanguard Ftse Developed ETF | Add +4.5% | 7.87% | +0.31 |
| TLH iShares 10-20 Year Treasury | Add +26.3% | 1.64% | +0.29 |
| IEF iShares 7-10 Year Treasury B | Add +17.6% | 2.43% | +0.28 |
| EMB iShares JP Morgan Usd Emergi | New | 0.23% | +0.23 |
| IDV iShares International Select | Add +29.9% | 0.70% | +0.18 |
| STX Seagate Technology Holdings | New | 0.17% | +0.17 |
| AMD Advanced Micro Devices | Add +221.0% | 0.25% | +0.17 |
| XOM Exxon Mobil Corp. | Add +1.2% | 0.57% | +0.16 |
| CARR Carrier Global Corp. | New | 0.15% | +0.15 |
| HPQ HP Inc. | Add +323.2% | 0.17% | +0.12 |
| GIGB Goldman Sachs Inv GRD Corp. | Add +6.8% | 4.66% | +0.12 |
| AIQ Global X Art Intel & Tech | Add +37.4% | 0.65% | +0.12 |
| AMZN Amazon.com Inc. | Add +28.2% | 0.83% | +0.09 |
| NFLX Netflix Inc. | New | 0.08% | +0.08 |
| IMVP Invesco India Exchange-Trade | Add +41.9% | 0.55% | +0.08 |
| ARES Ares Management Corp. Class A | New | 0.08% | +0.08 |
| LITP Sprott Lithium Miners ETF | Add +10.6% | 0.47% | +0.07 |
| CVS CVS Health Corp. | Add +0.0% | 0.07% | +0.07 |
| CMBS iShares CMBS ETF | Add +6.2% | 3.09% | +0.07 |
| UBER Uber Technologies Inc. | New | 0.07% | +0.07 |
| META Meta Platforms Inc. Class A | Add +58.7% | 0.23% | +0.06 |
| GEM Goldman Sachs Activebeta Em | Add +1.5% | 2.45% | +0.05 |
| DXCM Dexcom Inc. | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | New | 0.05% | +0.05 |
| KR Kroger Co. | New | 0.05% | +0.05 |
| SPHY SS SPDR P High Yield ETF | Add +12.5% | 0.68% | +0.05 |
| NTAP Netapp Inc. | New | 0.05% | +0.05 |
| ETN Eaton Corp. PLC | Add +94.2% | 0.08% | +0.04 |
| V Visa Inc. Class A | New | 0.04% | +0.04 |
| SCHP Schwab U.S. Tips ETF | Add +7.0% | 0.94% | +0.04 |
| DIS The Walt Disney Co. | Add +0.0% | 0.04% | +0.04 |
| ANET Arista Networks Inc. | Add +59.4% | 0.11% | +0.03 |
| FLOT iShares Floating Rate Bond E | Add +12.9% | 0.35% | +0.03 |
| IEI iShares 3-7 Year Treasury Bo | Add +5.9% | 1.52% | +0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +0.2% | 2.79% | +0.03 |
| HD Home Depot Inc. | Add +36.0% | 0.14% | +0.03 |
| VNQI Vanguard GLBL Ex-US Real Est | Add +9.7% | 0.62% | +0.02 |
| TLT iShares 20+ Year Treasury BD | Add +9.2% | 0.35% | +0.02 |
| ECL Ecolab Inc. | Add +13.6% | 0.17% | +0.02 |
| MDLZ Mondelez International Inc. Class A | Add +27.4% | 0.07% | +0.02 |
| BSX Boston Scientific Corp. | Add +112.4% | 0.05% | +0.01 |
| MSI Motorola Solutions Inc. | Add +19.0% | 0.04% | +0.01 |
| MA Mastercard Inc. Class A | Add +32.3% | 0.08% | +0.01 |
| COST Costco Wholesale Corp. | Add +0.6% | 0.07% | +0.01 |
| MSFT Microsoft Corp. | Add +35.8% | 0.95% | +0.01 |
Notes & Other Activity Q4 2025 → Q1 2026
| AYI Acuity Inc. | COM | Sold out | 0 | $0before exit |
| ADI Analog Devices Inc. | COM | Sold out | 0 | $0before exit |
| CSCO Cisco Systems Inc. | COM | Sold out | 0 | $0before exit |
| DHR Danaher Corp. | COM | Sold out | 0 | $0before exit |
| FG F&G Annuities & Life Inc. | COMMON STOCK | Sold out | 0 | $0before exit |
| ITW Illinois Tool Works | COM | Sold out | 0 | $0before exit |
| J Jacobs Solutions Inc. | COM | Sold out | 0 | $0before exit |
| KEX Kirby Corp. | COM | Sold out | 0 | $0before exit |
| LH Labcorp Holdings Inc. | COM SHS | Sold out | 0 | $0before exit |
| MKL Markel Group Inc. | COM | Sold out | 0 | $0before exit |
| MRSH Marsh & McLennan Cos | COM | Sold out | 0 | $0before exit |
| MLM Martin Marietta Materials | COM | Sold out | 0 | $0before exit |
| NKE Nike Inc. Class B | CL B | Sold out | 0 | $0before exit |
| OC Owens Corning | COM | Sold out | 0 | $0before exit |
| SLYV SS SPDR S&P 600 SC Val ETF | ST STR SP600SM C | Sold out | 0 | $0before exit |
| KRE SS SPDR S&P Regional Bank | ST STR SP REGBNK | Sold out | 0 | $0before exit |
| SDY SS SPDR S&P Dividend ETF | ST STR SP DIV | Sold out | 0 | $0before exit |
| SCHW Schwab (charles) Corp. | COM | Sold out | 0 | $0before exit |
| SONY Sony Group Corp. - SP ADR | SPONSORED ADR | Sold out | 0 | $0before exit |
| URNM Sprott Uranium Miners ETF | URANI MINER ETF | Sold out | 0 | $0before exit |
| SYK Stryker Corp. | COM | Sold out | 0 | $0before exit |
| SMCI Super Micro Computer Inc. | COM NEW | Sold out | 0 | $0before exit |
| TER Teradyne Inc. | COM | Sold out | 0 | $0before exit |
| TMO Thermo Fisher Scientific Inc. | COM | Sold out | 0 | $0before exit |
| VTI VG Morningstar TS MKT ETF-US | TOTAL STK MKT | Sold out | 0 | $0before exit |
| JCI Johnson Controls Internation | SHS | Sold out | 0 | $0before exit |
| MDT Medtronic PLC | SHS | Sold out | 0 | $0before exit |
| ALC Alcon Inc. | ORD SHS | Sold out | 0 | $0before exit |
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 | 219 | $826.6M | VEA, RSP, GIGB, JMBS, IVV |
| Q1 2026 | 199 | $733.4M | VEA, RSP, GIGB, JMBS, IVV |
| Q4 2025 | 189 | $711.7M | VEA, RSP, GIGB, JMBS, IVV |
| Q3 2025 | 182 | $697.0M | VEA, RSP, GIGB, JMBS, IVV |
| Q2 2025 | 175 | $664.5M | VEA, RSP, GIGB, JMBS, MBB |
| Q1 2025 | 161 | $634.2M | VEA, RSP, GIGB, JMBS, MBB |
| Q4 2024 | 164 | $625.5M | RSP, VEA, GIGB, JMBS, MBB |
| Q3 2024 | 160 | $662.1M | VEA, RSP, GIGB, JMBS, MBB |
| Q2 2024 | 158 | $623.9M | VEA, RSP, GIGB, JMBS, MBB |
| Q1 2024 | 155 | $630.6M | VEA, RSP, GIGB, JMBS, CMBS |