TruWealth Advisors, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 16, 2024), TruWealth Advisors, LLC reported 158 stock positions worth $1.5 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 9.4% of the portfolio, followed by Janus Henderson Aaa Clo ETF (JAAA, 8.0%) and Invesco Bulletshares 2024 CB (BSCO, 5.5%). Compared with Q1 2024, it opened 6 new positions, sold out of 12, added to 82 and reduced 55. The biggest buy was Janus Henderson Aaa Clo ETF (JAAA, shares +68%) and the biggest sale iShares 7-10 Year Treasury B (IEF, shares −99%).

Most Recent 13F
Q1 2026
Location
Metairie, LA
CIK
0001834985
Portfolio Value
$1.5B (Q2 2024)
SEC Filing
0001834985-24-000003 ↗ filed Jul 16, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.4B Q1 2024 Q2 2024: $1.5B $1.5B Q2 2024 Q3 2024: $1.6B Q3 2024 Q4 2024: $1.7B Q4 2024 Q1 2025: $1.7B Q1 2025 Q2 2025: $1.8B Q2 2025 Q3 2025: $2.0B Q3 2025 Q4 2025: $2.0B Q4 2025 Q1 2026: $2.1B Q1 2026

Holdings 158 stocks · $1.5B
VTI VG Morningstar TS MKT ETF-US 9.39% 527,923 $141.2M Add +1.5%
JAAA Janus Henderson Aaa Clo ETF 7.98% 2,358,918 $120.0M Add +67.8%
BSCO Invesco Bulletshares 2024 CB 5.49% 3,920,553 $82.6M Add +27.1%
IWF iShares Russell 1000 Growth 5.22% 215,379 $78.5M Reduce -5.1%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 4.18% 587,608 $62.9M Add +9.0%
BSCS Invesco Bulletshares 2028 CB 3.60% 2,713,982 $54.1M Add +6.7%
FBND Fidelity Total Bond ETF 3.45% 1,154,538 $51.9M Add +153.0%
MSFT Microsoft Corp. 2.56% 85,999 $38.4M Add +1.9%
AAPL Apple Inc. 2.52% 180,111 $37.9M Add +1.5%
GOOG Alphabet Inc. Class C 2.43% 199,137 $36.5M Add +0.2%
AVUV Avantis US Small Cap Value 2.40% 402,129 $36.1M Add +2.5%
COST Costco Wholesale Corp. 2.38% 42,134 $35.8M Reduce -0.7%
AMZN Amazon.com Inc. 2.35% 183,093 $35.4M Add +0.5%
QQQM Invesco Nasdaq 100 ETF 2.28% 174,068 $34.3M Add +0.6%
SHEL Shell PLC-ADR 2.05% 426,499 $30.8M Add +0.9%
LLY Eli Lilly & Co. 1.99% 33,096 $30.0M Reduce -0.8%
AVGO Broadcom Inc. 1.88% 17,628 $28.3M Add +21.5%
ABBV Abbvie Inc. 1.76% 154,310 $26.5M Add +2.6%
JPM JPMorgan Chase & Co. 1.74% 129,538 $26.2M Add +1.3%
SMH Vaneck Semiconductor ETF 1.61% 92,742 $24.2M Add +69.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.43% 124,073 $21.5M Add +156.5%
QQQ Invesco QQQ Trust Series 1 1.39% 43,497 $20.8M Reduce -1.2%
CSCO Cisco Systems Inc. 1.32% 416,356 $19.8M Add +87.5%
IWD iShares Russell 1000 Value E 1.26% 108,670 $19.0M Add +3.2%
BSCP Invesco Bulletshares 2025 CB 1.23% 907,461 $18.6M Add +3.5%
FANG Diamondback Energy Inc. 1.23% 92,387 $18.5M Add +113.5%
UCON First Trust Smith Unconstrai 1.15% 705,056 $17.2M Add +3.6%
VOO Vanguard S&P 500 ETF 1.13% 33,851 $16.9M Add +0.8%
CVX Chevron Corp. 1.12% 107,937 $16.9M Add +4.5%
SPHQ Invesco S&P 500 Quality ETF 1.07% 252,223 $16.0M Add +0.6%
MMIT Nylim Mackay Muni Intermedia 0.96% 598,348 $14.5M Reduce -2.5%
V Visa Inc. Class A 0.93% 53,331 $14.0M Add +3.9%
ACN Accenture PLC Class A 0.87% 43,250 $13.1M Add +25.3%
MPC Marathon Petroleum Corp. 0.84% 72,698 $12.6M Add +4.8%
ABT Abbott Laboratories 0.83% 120,476 $12.5M Add +9.9%
LMT Lockheed Martin Corp. 0.80% 25,827 $12.1M Add +3.3%
WPC WP Carey Inc. 0.76% 208,281 $11.5M Reduce -4.0%
PWR Quanta Services Inc. 0.70% 41,725 $10.6M New
FSMB First Trust Short Dur Manag 0.70% 534,113 $10.6M Reduce -2.7%
VRTX Vertex Pharmaceuticals Inc. 0.69% 22,187 $10.4M Add +2.9%
SCHB Schwab US Broad Market ETF 0.62% 149,339 $9.4M Reduce -0.3%
SCHD Schwab US DVD Equity ETF 0.56% 107,620 $8.4M Reduce -72.3%
META Meta Platforms Inc. Class A 0.55% 16,472 $8.3M Add +25.1%
IJH iShares Core S&P Midcap ETF 0.53% 136,670 $8.0M Reduce -0.2%
CGMS Cap Group US Multi-Sect Bond 0.53% 293,327 $7.9M New
MUST Columbia Multi-Sect Muni Inc. 0.50% 370,690 $7.6M Reduce -9.1%
CAT Caterpillar Inc. 0.49% 22,248 $7.4M Add +33.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.45% 28,131 $6.8M Reduce -35.0%
AGG iShares Core U.S. Aggregate 0.44% 68,560 $6.7M Reduce -86.6%
XMHQ Invesco S&P Midcap Qual ETF 0.40% 62,465 $6.1M Add +3150.0%
VUSB Vanguard Ultra Short Bond Et 0.36% 109,139 $5.4M Add +56.8%
JMUB JPMorgan Municipal ETF 0.32% 94,154 $4.7M Add +22.9%
NVDA Nvidia Corp. 0.31% 38,135 $4.7M Add +4.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.30% 8,159 $4.4M Reduce -0.1%
JCPB JPMorgan Core Plus Bond ETF 0.26% 84,746 $3.9M Add +1.4%
RDVY First Trust Rising Dividend 0.26% 70,582 $3.9M Add +0.2%
QUAL iShares MSCI USA Quality Fac 0.24% 21,164 $3.6M Add +42.3%
XLV SS Health Care Select Sector 0.23% 23,300 $3.4M Reduce -1.6%
GSY Invesco Ultra Short Duration filed as POWERSHARES ACTIVELY MANAGED 0.22% 66,661 $3.3M Add +6.2%
HYD Vaneck High Yield Muni ETF 0.20% 58,294 $3.0M Add +9.3%
XOM Exxon Mobil Corp. 0.19% 24,553 $2.8M Reduce -5.0%
GOOGL Alphabet Inc. Class A 0.18% 14,512 $2.6M Add +1.0%
VHT Vanguard Health Care ETF 0.17% 9,746 $2.6M Reduce -2.7%
BRK.B Berkshire Hathaway Inc. Class B 0.16% 6,011 $2.4M Add +3.2%
WMT Walmart Inc. 0.15% 32,423 $2.2M Add +1.8%
HD Home Depot Inc. 0.15% 6,363 $2.2M Add +1.1%
VGT Vanguard Info Tech ETF 0.14% 3,676 $2.1M Add +0.7%
SPLV Invesco S&P 500 Low Volatili 0.13% 30,395 $2.0M Add +2.2%
AMP Ameriprise Financial Inc. 0.12% 4,289 $1.8M Reduce -7.3%
VCSH Vanguard S/T Corp. Bond ETF 0.12% 23,513 $1.8M Add +9.1%
COWZ Pacer US Cash Cows 100 ETF 0.12% 32,487 $1.8M Add +15.9%
MCD McDonald's Corp. 0.11% 6,639 $1.7M Add +5.9%
VXF Vanguard Extended Market ETF 0.10% 8,731 $1.5M Reduce -3.2%
IHI iShares U.S. Medical Devices 0.10% 25,723 $1.4M Reduce -2.6%
FDN First Trust DJ Internet Ind 0.09% 6,623 $1.4M No change
SHV iShares 0-1 Year Treasury Bo 0.09% 11,701 $1.3M Add +145.8%
MDY State Street SPDR S&P Midcap 0.08% 2,309 $1.2M No change
PFE Pfizer Inc. 0.07% 39,580 $1.1M Reduce -0.0%
MRK Merck & Co. Inc. 0.07% 8,908 $1.1M Add +4.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 25,798 $1.0M Reduce -1.5%
VIG Vanguard Dividend Apprec ETF 0.06% 4,818 $879K Reduce -5.1%
VYM Vanguard High DVD Yield ETF 0.06% 7,131 $846K Reduce -5.3%
PG The Procter & Gamble Co. 0.05% 4,953 $817K Reduce -1.0%
FXL First Trust Technology Alpha 0.05% 5,774 $787K Reduce -3.7%
JNJ Johnson & Johnson 0.05% 5,362 $784K Reduce -10.7%
OBDC Blue Owl Capital Corp. 0.05% 50,992 $783K Reduce -3.1%
FCX Freeport-McMoran Inc. 0.05% 15,404 $749K Add +195.0%
DVY iShares Select Dividend ETF 0.05% 5,949 $720K Reduce -2.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 1,837 $687K Reduce -6.8%
ADBE Adobe Inc. 0.04% 1,206 $670K Add +11.8%
RSP Invesco S&P 500 Equal Weight 0.04% 3,897 $640K Reduce -3.9%
BX Blackstone Inc. 0.04% 5,063 $627K Add +5.2%
XSVM Invesco S&P Smallcap Value W 0.04% 11,938 $625K Add +13.1%
IWY iShares Russell Top 200 Grow 0.04% 2,794 $599K Add +6.9%
SYK Stryker Corp. 0.04% 1,716 $584K Add +8.1%
ATO Atmos Energy Corp. 0.04% 4,984 $581K Reduce -90.7%
IGV iShares Expanded Tech-Softwa 0.04% 6,558 $570K Add +9.1%
MUSA Murphy USA Inc. 0.04% 1,153 $541K New
MCK McKesson Corp. 0.04% 908 $530K Add +113.2%
MA Mastercard Inc. Class A 0.04% 1,200 $529K Add +0.9%
XLF SS Financial Select Sector 0.03% 12,393 $509K Add +0.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 2,008 $501K No change
TLT iShares 20+ Year Treasury BD 0.03% 5,433 $499K Reduce -47.8%
IVV iShares Core S&P 500 ETF 0.03% 907 $496K Reduce -34.6%
EWJ iShares MSCI Japan ETF 0.03% 7,179 $490K Add +9.9%
FTNT Fortinet Inc. 0.03% 8,086 $487K Add +10.3%
IEF iShares 7-10 Year Treasury B 0.03% 5,150 $482K Reduce -99.0%
IJT iShares S&P Small-Cap 600 GR 0.03% 3,581 $460K Reduce -0.2%
FDVV Fidelity High Dividend ETF 0.03% 9,445 $442K Add +61.3%
SO The Southern Co. 0.03% 5,437 $422K Add +2.0%
IJR iShares Core S&P Small-Cap E 0.03% 3,917 $418K Add +5.8%
XLK SS Technology Select Sector 0.03% 1,825 $413K Reduce -1.2%
SUB iShares Short-Term National 0.03% 3,859 $403K Reduce -7.2%
KLAC KLA Corp. 0.03% 474 $391K Reduce -2.5%
SHY iShares 1-3 Year Treasury Bo 0.03% 4,773 $390K Reduce -35.6%
VB Vanguard Most SM-Cap ETF-Usd 0.03% 1,784 $389K Reduce -96.5%
FIW First Trust Water ETF 0.03% 3,803 $380K Add +0.2%
NFLX Netflix Inc. 0.03% 557 $376K Reduce -8.4%
QTEC First Trust Nasdq 100 Tech I 0.02% 1,874 $370K No change
SSO Proshares Ultra S&P500 0.02% 4,467 $369K Reduce -7.5%
CFA Victoryshares US 500 Volatil 0.02% 4,343 $345K No change
COP Conocophillips 0.02% 2,979 $341K No change
LOW Lowe's Cos Inc. 0.02% 1,540 $340K Reduce -2.0%
VNLA Janus Henderson Short Durati 0.02% 6,956 $338K Add +51.3%
VLO Valero Energy Corp. 0.02% 2,131 $334K Add +1.3%
WPM Wheaton Precious Metals Corp. 0.02% 6,299 $330K Add +24.0%
EMR Emerson Electric Co. 0.02% 2,948 $325K No change
UNH Unitedhealth Group Inc. 0.02% 615 $313K Reduce -97.5%
IVW iShares S&P 500 Growth ETF 0.02% 3,352 $310K No change
T AT&T Inc. 0.02% 15,621 $299K Add +2.8%
FHN First Horizon Corp. 0.02% 18,162 $286K Reduce -0.4%
PHO Invesco Water Resources ETF 0.02% 4,362 $283K Add +3.5%
VIGI Vanguard Int Div App Indx FD 0.02% 3,483 $283K Reduce -8.4%
HUBB Hubbell Inc. 0.02% 762 $278K Add +7.2%
COF Capital One Financial Corp. 0.02% 1,990 $275K Add +7.1%
AMD Advanced Micro Devices 0.02% 1,685 $273K Add +8.3%
MUR Murphy Oil Corp. 0.02% 6,575 $271K New
XLI SS Industrial Select Sector 0.02% 2,181 $266K Add +0.1%
XLE SS Energy Select Sector 0.02% 2,901 $264K Reduce -7.2%
KO The Coca-Cola Co. 0.02% 4,114 $262K Reduce -20.8%
VZ Verizon Communications Inc. 0.02% 6,330 $261K Reduce -5.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.02% 1,379 $252K Reduce -0.7%
SMMU PIMCO SHRT TRM Muni BND ETF 0.02% 5,028 $251K Add +0.1%
BP BP PLC-Spons ADR 0.02% 6,936 $250K No change
PEP Pepsico Inc. 0.02% 1,479 $244K Reduce -0.5%
ALL Allstate Corp. 0.02% 1,525 $243K No change
TSLA Tesla Inc. 0.02% 1,227 $243K Reduce -1.8%
GE General Electric filed as GE AEROSPACE 0.02% 1,496 $238K Add +1.3%
AMAT Applied Materials Inc. 0.02% 1,004 $237K New
IWR iShares Russell Mid-Cap ETF 0.02% 2,905 $236K No change
ORCL Oracle Corp. 0.02% 1,633 $231K New
VOOG Vanguard S&P 500 Growth ETF 0.02% 690 $230K No change
J Jacobs Solutions Inc. 0.02% 1,624 $227K No change
TMO Thermo Fisher Scientific Inc. 0.01% 404 $223K Reduce -5.8%
PM Philip Morris International 0.01% 2,165 $219K Reduce -11.4%
CRM Salesforce Inc. 0.01% 848 $218K Add +7.1%
BSCV Invesco Bulletshares 2031 CB 0.01% 11,851 $189K No change
F Ford Motor Co. filed as FORD MTR CO DEL 0.01% 14,309 $179K No change

Portfolio Sells Q1 2024 → Q2 2024
IEF iShares 7-10 Year Treasury B Reduce -99.0% 0.03% −3.47
AGG iShares Core U.S. Aggregate Reduce -86.6% 0.44% −3.04
SCHD Schwab US DVD Equity ETF Reduce -72.3% 0.56% −1.63
POOL Pool Corp. Sold out 0.00% −0.96
UNH Unitedhealth Group Inc. Reduce -97.5% 0.02% −0.83
VB Vanguard Most SM-Cap ETF-Usd Reduce -96.5% 0.03% −0.79
ATO Atmos Energy Corp. Reduce -90.7% 0.04% −0.41
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -35.0% 0.45% −0.30
IWF iShares Russell 1000 Growth Reduce -5.1% 5.22% −0.12
WPC WP Carey Inc. Reduce -4.0% 0.76% −0.09
MUST Columbia Multi-Sect Muni Inc. Reduce -9.1% 0.50% −0.09
MMIT Nylim Mackay Muni Intermedia Reduce -2.5% 0.96% −0.08
FSMB First Trust Short Dur Manag Reduce -2.7% 0.70% −0.06
IJH iShares Core S&P Midcap ETF Reduce -0.2% 0.53% −0.05
TLT iShares 20+ Year Treasury BD Reduce -47.8% 0.03% −0.04
FTSL First Trust Senior Loan ETF Sold out 0.00% −0.03
BHP BHP Group Ltd.-Spon ADR Sold out 0.00% −0.03
DGX Quest Diagnostics Inc. Sold out 0.00% −0.03
DIS The Walt Disney Co. Sold out 0.00% −0.03
XOM Exxon Mobil Corp. Reduce -5.0% 0.19% −0.02
AMP Ameriprise Financial Inc. Reduce -7.3% 0.12% −0.02
XLV SS Health Care Select Sector Reduce -1.6% 0.23% −0.02
IVV iShares Core S&P 500 ETF Reduce -34.6% 0.03% −0.02
INTC Intel Corp. Sold out 0.00% −0.02
VHT Vanguard Health Care ETF Reduce -2.7% 0.17% −0.02
SHY iShares 1-3 Year Treasury Bo Reduce -35.6% 0.03% −0.02
SLB SLB Ltd. Sold out 0.00% −0.02
IBB iShares Biotechnology ETF Sold out 0.00% −0.02
PSX Phillips 66 Sold out 0.00% −0.01
ACM Aecom Sold out 0.00% −0.01
FXD First Trust Consumer Discret Sold out 0.00% −0.01
ARKK ARK Innovation ETF Sold out 0.00% −0.01
JNJ Johnson & Johnson Reduce -10.7% 0.05% −0.01
SCHB Schwab US Broad Market ETF Reduce -0.3% 0.62% −0.01
VXF Vanguard Extended Market ETF Reduce -3.2% 0.10% −0.01
IHI iShares U.S. Medical Devices Reduce -2.6% 0.10% −0.01
VYM Vanguard High DVD Yield ETF Reduce -5.3% 0.06% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -5.1% 0.06% −0.01
RSP Invesco S&P 500 Equal Weight Reduce -3.9% 0.04% −0.01
LOW Lowe's Cos Inc. Reduce -2.0% 0.02% −0.01
KO The Coca-Cola Co. Reduce -20.8% 0.02% −0.00
DVY iShares Select Dividend ETF Reduce -2.4% 0.05% −0.00
OBDC Blue Owl Capital Corp. Reduce -3.1% 0.05% −0.00
FXL First Trust Technology Alpha Reduce -3.7% 0.05% −0.00
SUB iShares Short-Term National Reduce -7.2% 0.03% −0.00
PFE Pfizer Inc. Reduce -0.0% 0.07% −0.00
XLE SS Energy Select Sector Reduce -7.2% 0.02% −0.00
VIGI Vanguard Int Div App Indx FD Reduce -8.4% 0.02% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 0.30% −0.00
TMO Thermo Fisher Scientific Inc. Reduce -5.8% 0.01% −0.00

Portfolio Buys Q1 2024 → Q2 2024
JAAA Janus Henderson Aaa Clo ETF Add +67.8% 7.98% +3.00
FBND Fidelity Total Bond ETF Add +153.0% 3.45% +2.01
BSCO Invesco Bulletshares 2024 CB Add +27.1% 5.49% +0.98
IBM Intl Business Machines Corp. Add +156.5% 1.43% +0.78
SMH Vaneck Semiconductor ETF Add +69.5% 1.61% +0.75
PWR Quanta Services Inc. New 0.70% +0.70
FANG Diamondback Energy Inc. Add +113.5% 1.23% +0.63
CSCO Cisco Systems Inc. Add +87.5% 1.32% +0.54
AVGO Broadcom Inc. Add +21.5% 1.88% +0.54
CGMS Cap Group US Multi-Sect Bond New 0.53% +0.53
AAPL Apple Inc. Add +1.5% 2.52% +0.40
XMHQ Invesco S&P Midcap Qual ETF Add +3150.0% 0.40% +0.39
GOOG Alphabet Inc. Class C Add +0.2% 2.43% +0.32
VUSB Vanguard Ultra Short Bond Et Add +56.8% 0.36% +0.12
META Meta Platforms Inc. Class A Add +25.1% 0.55% +0.11
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +9.0% 4.18% +0.09
NVDA Nvidia Corp. Add +4.4% 0.31% +0.08
MSFT Microsoft Corp. Add +1.9% 2.56% +0.08
QQQM Invesco Nasdaq 100 ETF Add +0.6% 2.28% +0.08
QUAL iShares MSCI USA Quality Fac Add +42.3% 0.24% +0.07
SHEL Shell PLC-ADR Add +0.9% 2.05% +0.07
CAT Caterpillar Inc. Add +33.4% 0.49% +0.07
VRTX Vertex Pharmaceuticals Inc. Add +2.9% 0.69% +0.06
AMZN Amazon.com Inc. Add +0.5% 2.35% +0.06
SHV iShares 0-1 Year Treasury Bo Add +145.8% 0.09% +0.05
JMUB JPMorgan Municipal ETF Add +22.9% 0.32% +0.04
BSCS Invesco Bulletshares 2028 CB Add +6.7% 3.60% +0.04
ACN Accenture PLC Class A Add +25.3% 0.87% +0.04
MUSA Murphy USA Inc. New 0.04% +0.04
FCX Freeport-McMoran Inc. Add +195.0% 0.05% +0.03
GOOGL Alphabet Inc. Class A Add +1.0% 0.18% +0.02
MCK McKesson Corp. Add +113.2% 0.04% +0.02
MUR Murphy Oil Corp. New 0.02% +0.02
AMAT Applied Materials Inc. New 0.02% +0.02
ORCL Oracle Corp. New 0.02% +0.02
WMT Walmart Inc. Add +1.8% 0.15% +0.01
FDVV Fidelity High Dividend ETF Add +61.3% 0.03% +0.01
SPHQ Invesco S&P 500 Quality ETF Add +0.6% 1.07% +0.01
LMT Lockheed Martin Corp. Add +3.3% 0.80% +0.01
VGT Vanguard Info Tech ETF Add +0.7% 0.14% +0.01
VNLA Janus Henderson Short Durati Add +51.3% 0.02% +0.01
ADBE Adobe Inc. Add +11.8% 0.04% +0.01
HYD Vaneck High Yield Muni ETF Add +9.3% 0.20% +0.01
WPM Wheaton Precious Metals Corp. Add +24.0% 0.02% +0.01
VCSH Vanguard S/T Corp. Bond ETF Add +9.1% 0.12% +0.00
IWY iShares Russell Top 200 Grow Add +6.9% 0.04% +0.00
COWZ Pacer US Cash Cows 100 ETF Add +15.9% 0.12% +0.00
GSY Invesco Ultra Short Duration Add +6.2% 0.22% +0.00
IGV iShares Expanded Tech-Softwa Add +9.1% 0.04% +0.00
SO The Southern Co. Add +2.0% 0.03% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2026 182$2.1BFBND, PYLD, JAAA, BSCS, VTI
Q4 2025 182$2.0BFBND, VTI, PYLD, JAAA, BSCS
Q3 2025 182$2.0BFBND, VTI, PYLD, JAAA, BSCS
Q2 2025 176$1.8BJAAA, VTI, FBND, BSCS, IWF
Q1 2025 158$1.7BVTI, JAAA, BSCS, FBND, IWF
Q4 2024 163$1.7BVTI, JAAA, BSCS, FBND, IWF
Q3 2024 164$1.6BVTI, JAAA, BSCO, IWF, LQD
Q2 2024 158$1.5BVTI, JAAA, BSCO, IWF, LQD
Q1 2024 164$1.4BVTI, IWF, JAAA, BSCO, LQD