TruWealth Advisors, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 10, 2025), TruWealth Advisors, LLC reported 158 stock positions worth $1.7 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 8.0% of the portfolio, followed by Janus Henderson Aaa Clo ETF (JAAA, 7.3%) and Invesco Bulletshares 2028 CB (BSCS, 5.2%). Compared with Q4 2024, it opened 8 new positions, sold out of 13, added to 81 and reduced 50. The biggest buy was PIMCO Multisector Bond Actv (PYLD, shares +31%) and the biggest sale VG Morningstar TS MKT ETF-US (VTI, shares −10%).

Most Recent 13F
Q1 2026
Location
Metairie, LA
CIK
0001834985
Portfolio Value
$1.7B (Q1 2025)
SEC Filing
0001667731-25-000395 ↗ filed Apr 10, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.4B Q1 2024 Q2 2024: $1.5B Q2 2024 Q3 2024: $1.6B Q3 2024 Q4 2024: $1.7B Q4 2024 Q1 2025: $1.7B $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 · $1.7B
VTI VG Morningstar TS MKT ETF-US 7.95% 479,273 $131.7M Reduce -9.6%
JAAA Janus Henderson Aaa Clo ETF 7.27% 2,374,494 $120.4M Add +6.1%
BSCS Invesco Bulletshares 2028 CB 5.22% 4,250,093 $86.5M Add +1.9%
FBND Fidelity Total Bond ETF 5.01% 1,819,104 $83.0M Add +4.5%
IWF iShares Russell 1000 Growth 4.02% 184,525 $66.6M Add +2.1%
PYLD PIMCO Multisector Bond Actv 3.78% 2,376,538 $62.6M Add +31.4%
BSCU Invesco Bulletshares 2030 CB 3.40% 3,395,386 $56.3M Add +3.6%
AVUV Avantis US Small Cap Value 2.93% 557,383 $48.6M Add +6.3%
LQD Ishr Ibx Usd Invgd CB ETF-Ui 2.92% 445,208 $48.4M Add +3.0%
AAPL Apple Inc. 2.54% 189,282 $42.0M Add +2.8%
COST Costco Wholesale Corp. 2.13% 37,390 $35.4M Add +1.9%
MSFT Microsoft Corp. 2.09% 92,172 $34.6M Add +3.6%
AMZN Amazon.com Inc. 2.04% 177,481 $33.8M Add +0.6%
QQQM Invesco Nasdaq 100 ETF 2.00% 171,710 $33.1M Reduce -2.3%
GOOG Alphabet Inc. Class C 1.94% 205,357 $32.1M Add +2.4%
ABBV Abbvie Inc. 1.70% 134,767 $28.2M Reduce -14.5%
JPM JPMorgan Chase & Co. 1.67% 112,517 $27.6M Reduce -11.3%
XMHQ Invesco S&P Midcap Qual ETF 1.61% 290,700 $26.6M Add +45.6%
LLY Eli Lilly & Co. 1.60% 32,082 $26.5M Add +2.7%
AVGO Broadcom Inc. 1.58% 155,674 $26.1M Reduce -1.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.52% 101,010 $25.1M Reduce -18.5%
SHEL Shell PLC-ADR 1.43% 324,115 $23.8M Add +0.5%
IWD iShares Russell 1000 Value E 1.36% 119,439 $22.5M Add +3.4%
SMH Vaneck Semiconductor ETF 1.34% 105,306 $22.3M Add +5.0%
CSCO Cisco Systems Inc. 1.33% 357,860 $22.1M Reduce -16.2%
QQQ Invesco QQQ Trust Series 1 1.22% 42,927 $20.1M Reduce -0.6%
FANG Diamondback Energy Inc. 1.21% 125,215 $20.0M Add +25.8%
V Visa Inc. Class A 1.20% 56,711 $19.9M Add +2.1%
BSCP Invesco Bulletshares 2025 CB 1.18% 948,961 $19.6M Add +1.2%
CVX Chevron Corp. 1.14% 112,955 $18.9M Add +3.1%
VOO Vanguard S&P 500 ETF 1.09% 35,270 $18.1M Add +0.6%
UCON First Trust Smith Unconstrai 1.09% 730,964 $18.1M Add +1.3%
FCX Freeport-McMoran Inc. 1.05% 458,562 $17.4M Add +70.7%
SPHQ Invesco S&P 500 Quality ETF 1.04% 260,645 $17.3M Add +1.0%
CGMS Cap Group US Multi-Sect Bond 1.01% 611,032 $16.7M Add +19.3%
MMIT Nylim Mackay Muni Intermedia filed as NEW YORK LIFE INVTS ACTIVE E 0.99% 682,018 $16.3M Add +4.0%
WPC WP Carey Inc. 0.95% 248,281 $15.7M Add +2.5%
LMT Lockheed Martin Corp. 0.87% 32,198 $14.4M Reduce -25.1%
ABT Abbott Laboratories 0.87% 108,221 $14.4M Reduce -13.5%
PWR Quanta Services Inc. 0.76% 49,485 $12.6M Add +8.6%
BMY Bristol-Myers Squibb Co. 0.75% 202,426 $12.3M New
SNV Synovus Financial Corp. 0.74% 263,881 $12.3M Add +9.5%
FSMB First Trust Short Dur Manag 0.71% 591,128 $11.7M Add +8.0%
META Meta Platforms Inc. Class A 0.64% 18,449 $10.6M Add +2.9%
VUSB Vanguard Ultra Short Bond Et 0.63% 208,853 $10.4M Add +27.3%
SCHB Schwab US Broad Market ETF 0.60% 463,899 $10.0M Add +2.1%
AGG iShares Core U.S. Aggregate 0.60% 99,799 $9.9M Add +17.0%
SCHD Schwab US DVD Equity ETF 0.56% 330,983 $9.3M Add +5.0%
IJH iShares Core S&P Midcap ETF 0.53% 149,070 $8.7M Add +3.3%
CAT Caterpillar Inc. 0.48% 24,135 $8.0M Add +3.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.43% 27,614 $7.1M Reduce -1.3%
JMUB JPMorgan Municipal ETF 0.40% 132,168 $6.6M Reduce -5.5%
FLMI Franklin Dynamic Municipal B 0.32% 215,115 $5.3M New
JCPB JPMorgan Core Plus Bond ETF 0.27% 95,526 $4.5M Add +7.7%
QUAL iShares MSCI USA Quality Fac 0.27% 25,944 $4.4M Add +8.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.26% 7,830 $4.4M Reduce -0.7%
RDVY First Trust Rising Dividend 0.26% 74,301 $4.3M Add +4.4%
MUST Columbia Multi-Sect Muni Inc. 0.26% 214,158 $4.3M Reduce -44.7%
NVDA Nvidia Corp. 0.25% 38,890 $4.2M Reduce -1.6%
HYD Vaneck High Yield Muni ETF 0.22% 72,362 $3.7M Add +10.3%
XLV SS Health Care Select Sector 0.22% 24,880 $3.6M Add +2.6%
GSY Invesco Ultra Short Duration 0.21% 69,590 $3.5M Add +4.4%
BRK.B Berkshire Hathaway Inc. Class B 0.18% 5,730 $3.1M Reduce -2.7%
SPLV Invesco S&P 500 Low Volatili 0.18% 40,072 $3.0M Add +6.3%
WMT Walmart Inc. 0.17% 32,358 $2.8M Reduce -3.1%
VHT Vanguard Health Care ETF 0.15% 9,485 $2.5M Reduce -1.0%
COWZ Pacer US Cash Cows 100 ETF 0.15% 45,331 $2.5M Add +11.8%
HD Home Depot Inc. 0.15% 6,688 $2.5M Reduce -0.5%
XOM Exxon Mobil Corp. 0.15% 20,457 $2.4M Reduce -7.9%
GOOGL Alphabet Inc. Class A 0.14% 15,062 $2.3M Add +2.6%
VCSH Vanguard S/T Corp. Bond ETF 0.13% 28,294 $2.2M Add +8.9%
MCD McDonald's Corp. 0.13% 6,814 $2.1M Add +4.7%
VGT Vanguard Info Tech ETF 0.12% 3,773 $2.0M Add +0.1%
AMP Ameriprise Financial Inc. 0.12% 4,194 $2.0M No change
FDN First Trust DJ Internet Ind 0.09% 6,390 $1.4M Reduce -0.3%
XMMO Invesco S&P Midcap Momentum 0.08% 12,048 $1.4M New
VXF Vanguard Extended Market ETF 0.08% 7,418 $1.3M Reduce -0.1%
TBIL F/M US Treasury 3 Month Bill 0.07% 23,280 $1.2M Add +76.7%
MDY State Street SPDR S&P Midcap 0.07% 2,101 $1.1M No change
PFE Pfizer Inc. 0.06% 39,274 $995K Add +0.0%
IHI iShares U.S. Medical Devices 0.06% 16,222 $976K No change
BX Blackstone Inc. 0.06% 6,963 $973K Add +5.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 22,822 $952K Reduce -8.1%
VIG Vanguard Dividend Apprec ETF 0.06% 4,778 $927K Reduce -0.8%
IWY iShares Russell Top 200 Grow 0.05% 4,192 $884K Add +12.0%
MRK Merck & Co. Inc. 0.05% 9,833 $883K Add +8.3%
FTNT Fortinet Inc. 0.05% 9,143 $880K Add +2.5%
VYM Vanguard High DVD Yield ETF 0.05% 6,740 $869K Add +0.1%
JNJ Johnson & Johnson 0.05% 5,023 $833K Reduce -11.1%
DVY iShares Select Dividend ETF 0.05% 5,987 $804K Add +0.2%
FDVV Fidelity High Dividend ETF 0.05% 16,085 $798K Add +14.1%
MCK McKesson Corp. 0.05% 1,155 $777K Add +7.6%
PG The Procter & Gamble Co. 0.05% 4,535 $773K Reduce -7.5%
SYK Stryker Corp. 0.05% 2,032 $756K Add +5.5%
FXL First Trust Technology Alpha 0.04% 5,562 $736K No change
IGV iShares Expanded Tech-Softwa 0.04% 7,870 $700K Add +5.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 1,878 $697K Add +1.9%
SHV iShares 0-1 Year Treasury Bo 0.04% 5,740 $634K Reduce -32.1%
OBDC Blue Owl Capital Corp. 0.04% 42,803 $627K No change
MA Mastercard Inc. Class A 0.04% 1,128 $618K Reduce -1.1%
XLF SS Financial Select Sector 0.04% 12,278 $612K Add +5.9%
FENI Fidelity Enhanced Intl ETF 0.04% 19,893 $592K New
RSP Invesco S&P 500 Equal Weight 0.04% 3,402 $589K Reduce -12.8%
ADBE Adobe Inc. 0.03% 1,437 $551K Add +8.1%
MUSA Murphy USA Inc. 0.03% 1,153 $542K No change
IVV iShares Core S&P 500 ETF 0.03% 926 $520K Add +0.1%
T AT&T Inc. 0.03% 18,360 $519K Add +30.8%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.03% 2,013 $517K Add +0.1%
SO The Southern Co. 0.03% 5,370 $494K Reduce -1.2%
NFLX Netflix Inc. 0.03% 518 $483K No change
VNLA Janus Henderson Short Durati 0.03% 9,731 $478K Add +5.3%
IJT iShares S&P Small-Cap 600 GR 0.03% 3,657 $455K Add +2.3%
IJR iShares Core S&P Small-Cap E 0.02% 3,917 $410K No change
FIW First Trust Water ETF 0.02% 3,822 $385K Add +0.1%
VB Vanguard Most SM-Cap ETF-Usd 0.02% 1,724 $382K Add +0.2%
WPM Wheaton Precious Metals Corp. 0.02% 4,769 $370K Reduce -6.1%
SSO Proshares Ultra S&P500 0.02% 4,467 $370K No change
CFA Victoryshares US 500 Volatil 0.02% 4,343 $367K No change
LOW Lowe's Cos Inc. 0.02% 1,538 $359K Reduce -0.1%
XLK SS Technology Select Sector 0.02% 1,708 $353K Reduce -6.5%
ATO Atmos Energy Corp. 0.02% 2,183 $337K Reduce -0.3%
QTEC First Trust Nasdq 100 Tech I 0.02% 1,874 $325K No change
EMR Emerson Electric Co. 0.02% 2,948 $323K No change
KLAC KLA Corp. 0.02% 469 $319K No change
TSLA Tesla Inc. 0.02% 1,217 $315K Add +1.0%
IVW iShares S&P 500 Growth ETF 0.02% 3,352 $311K No change
PM Philip Morris International 0.02% 1,901 $302K Reduce -6.9%
XLI SS Industrial Select Sector 0.02% 2,236 $293K Add +2.4%
AXP American Express Co. 0.02% 1,088 $293K New
KO The Coca-Cola Co. 0.02% 4,065 $291K Reduce -3.8%
FLRN SS SPDR BB Ig Float RT ETF 0.02% 9,150 $282K Add +4.4%
PHO Invesco Water Resources ETF 0.02% 4,248 $274K Add +0.0%
HUBB Hubbell Inc. 0.02% 827 $274K Reduce -9.7%
ALL Allstate Corp. 0.02% 1,320 $273K No change
UNH Unitedhealth Group Inc. 0.02% 497 $260K Reduce -1.8%
SUB iShares Short-Term National 0.02% 2,458 $260K Reduce -14.3%
FHN First Horizon Corp. 0.02% 13,162 $256K Reduce -27.5%
TLT iShares 20+ Year Treasury BD 0.02% 2,781 $253K Reduce -37.2%
XLE SS Energy Select Sector 0.02% 2,706 $253K Add +0.3%
SMMU PIMCO SHRT TRM Muni BND ETF 0.02% 5,050 $253K Add +0.1%
ADP Automatic Data Processing 0.02% 824 $252K No change
LNG Cheniere Energy Inc. 0.02% 1,083 $251K Reduce -5.0%
DIVB iShares Core Dividend ETF 0.01% 5,049 $245K Add +19.2%
VZ Verizon Communications Inc. 0.01% 5,281 $240K Reduce -6.9%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.01% 1,269 $236K Reduce -8.0%
COP Conocophillips 0.01% 2,231 $234K Reduce -4.7%
ORCL Oracle Corp. 0.01% 1,666 $233K No change
MS Morgan Stanley 0.01% 1,986 $232K Add +0.1%
VOOG Vanguard S&P 500 Growth ETF 0.01% 690 $231K No change
GLD SPDR Gold Shares 0.01% 791 $228K New
IWR iShares Russell Mid-Cap ETF 0.01% 2,664 $227K Reduce -8.3%
VIGI Vanguard Int Div App Indx FD 0.01% 2,629 $218K Reduce -19.8%
XSVM Invesco S&P Smallcap Value W 0.01% 4,287 $215K Reduce -66.4%
SHY iShares 1-3 Year Treasury Bo 0.01% 2,529 $209K Reduce -14.8%
ETR Entergy Corp. 0.01% 2,399 $205K New
GE General Electric filed as GE AEROSPACE 0.01% 1,001 $200K New
BSCV Invesco Bulletshares 2031 CB 0.01% 11,851 $193K No change
F Ford Motor Co. filed as FORD MTR CO 0.01% 10,168 $102K Reduce -11.3%

Portfolio Sells Q4 2024 → Q1 2025
VTI VG Morningstar TS MKT ETF-US Reduce -9.6% 7.95% −1.32
AVGO Broadcom Inc. Reduce -1.1% 1.58% −0.63
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −0.54
LMT Lockheed Martin Corp. Reduce -25.1% 0.87% −0.39
QQQM Invesco Nasdaq 100 ETF Reduce -2.3% 2.00% −0.23
MUST Columbia Multi-Sect Muni Inc. Reduce -44.7% 0.26% −0.21
CSCO Cisco Systems Inc. Reduce -16.2% 1.33% −0.19
JPM JPMorgan Chase & Co. Reduce -11.3% 1.67% −0.17
IBM Intl Business Machines Corp. Reduce -18.5% 1.52% −0.13
QQQ Invesco QQQ Trust Series 1 Reduce -0.6% 1.22% −0.12
NVDA Nvidia Corp. Reduce -1.6% 0.25% −0.07
XSVM Invesco S&P Smallcap Value W Reduce -66.4% 0.01% −0.03
JMUB JPMorgan Municipal ETF Reduce -5.5% 0.40% −0.02
SHV iShares 0-1 Year Treasury Bo Reduce -32.1% 0.04% −0.02
CRM Salesforce Inc. Sold out 0.00% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -1.3% 0.43% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.7% 0.26% −0.01
RTX RTX Corp. Sold out 0.00% −0.01
ACM Aecom Sold out 0.00% −0.01
ISRG Intuitive Surgical Inc. Sold out 0.00% −0.01
J Jacobs Solutions Inc. Sold out 0.00% −0.01
IEF iShares 7-10 Year Treasury B Sold out 0.00% −0.01
SCHA Schwab US Small-Cap ETF Sold out 0.00% −0.01
FXD First Trust Consumer Discret Sold out 0.00% −0.01
IWL iShares Russell Top 200 ETF Sold out 0.00% −0.01
DIS The Walt Disney Co. Sold out 0.00% −0.01
AMD Advanced Micro Devices Sold out 0.00% −0.01
PNQI Invesco Nasdaq Internet ETF Sold out 0.00% −0.01
WMT Walmart Inc. Reduce -3.1% 0.17% −0.01
HD Home Depot Inc. Reduce -0.5% 0.15% −0.01
BAC Bank of America Corp. Reduce -8.1% 0.06% −0.01
FDN First Trust DJ Internet Ind Reduce -0.3% 0.09% −0.01
TLT iShares 20+ Year Treasury BD Reduce -37.2% 0.02% −0.01
VXF Vanguard Extended Market ETF Reduce -0.1% 0.08% −0.01
FHN First Horizon Corp. Reduce -27.5% 0.02% −0.01
HUBB Hubbell Inc. Reduce -9.7% 0.02% −0.01
RSP Invesco S&P 500 Equal Weight Reduce -12.8% 0.04% −0.01
XLK SS Technology Select Sector Reduce -6.5% 0.02% −0.00
PG The Procter & Gamble Co. Reduce -7.5% 0.05% −0.00
SUB iShares Short-Term National Reduce -14.3% 0.02% −0.00
VIGI Vanguard Int Div App Indx FD Reduce -19.8% 0.01% −0.00
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -8.0% 0.01% −0.00
SHY iShares 1-3 Year Treasury Bo Reduce -14.8% 0.01% −0.00
IWR iShares Russell Mid-Cap ETF Reduce -8.3% 0.01% −0.00
LOW Lowe's Cos Inc. Reduce -0.1% 0.02% −0.00
VIG Vanguard Dividend Apprec ETF Reduce -0.8% 0.06% −0.00
F Ford Motor Co. Reduce -11.3% 0.01% −0.00
COP Conocophillips Reduce -4.7% 0.01% +0.00
UNH Unitedhealth Group Inc. Reduce -1.8% 0.02% +0.00
LNG Cheniere Energy Inc. Reduce -5.0% 0.02% +0.00

Portfolio Buys Q4 2024 → Q1 2025
PYLD PIMCO Multisector Bond Actv Add +31.4% 3.78% +0.95
BMY Bristol-Myers Squibb Co. New 0.75% +0.75
FCX Freeport-McMoran Inc. Add +70.7% 1.05% +0.43
JAAA Janus Henderson Aaa Clo ETF Add +6.1% 7.27% +0.43
XMHQ Invesco S&P Midcap Qual ETF Add +45.6% 1.61% +0.42
FLMI Franklin Dynamic Municipal B New 0.32% +0.32
FBND Fidelity Total Bond ETF Add +4.5% 5.01% +0.30
FANG Diamondback Energy Inc. Add +25.8% 1.21% +0.23
SHEL Shell PLC-ADR Add +0.5% 1.43% +0.21
CVX Chevron Corp. Add +3.1% 1.14% +0.18
BSCU Invesco Bulletshares 2030 CB Add +3.6% 3.40% +0.16
CGMS Cap Group US Multi-Sect Bond Add +19.3% 1.01% +0.16
BSCS Invesco Bulletshares 2028 CB Add +1.9% 5.22% +0.16
WPC WP Carey Inc. Add +2.5% 0.95% +0.15
LLY Eli Lilly & Co. Add +2.7% 1.60% +0.15
V Visa Inc. Class A Add +2.1% 1.20% +0.14
VUSB Vanguard Ultra Short Bond Et Add +27.3% 0.63% +0.14
LQD Ishr Ibx Usd Invgd CB ETF-Ui Add +3.0% 2.92% +0.14
COST Costco Wholesale Corp. Add +1.9% 2.13% +0.11
AGG iShares Core U.S. Aggregate Add +17.0% 0.60% +0.10
XMMO Invesco S&P Midcap Momentum New 0.08% +0.08
IWD iShares Russell 1000 Value E Add +3.4% 1.36% +0.07
FSMB First Trust Short Dur Manag Add +8.0% 0.71% +0.05
SCHD Schwab US DVD Equity ETF Add +5.0% 0.56% +0.04
MMIT Nylim Mackay Muni Intermedia Add +4.0% 0.99% +0.04
FENI Fidelity Enhanced Intl ETF New 0.04% +0.04
TBIL F/M US Treasury 3 Month Bill Add +76.7% 0.07% +0.03
JCPB JPMorgan Core Plus Bond ETF Add +7.7% 0.27% +0.02
SPLV Invesco S&P 500 Low Volatili Add +6.3% 0.18% +0.02
UCON First Trust Smith Unconstrai Add +1.3% 1.09% +0.02
HYD Vaneck High Yield Muni ETF Add +10.3% 0.22% +0.02
XLV SS Health Care Select Sector Add +2.6% 0.22% +0.02
AXP American Express Co. New 0.02% +0.02
BSCP Invesco Bulletshares 2025 CB Add +1.2% 1.18% +0.02
MCD McDonald's Corp. Add +4.7% 0.13% +0.01
GLD SPDR Gold Shares New 0.01% +0.01
VCSH Vanguard S/T Corp. Bond ETF Add +8.9% 0.13% +0.01
ETR Entergy Corp. New 0.01% +0.01
T AT&T Inc. Add +30.8% 0.03% +0.01
GE General Electric New 0.01% +0.01
COWZ Pacer US Cash Cows 100 ETF Add +11.8% 0.15% +0.01
QUAL iShares MSCI USA Quality Fac Add +8.8% 0.27% +0.01
MCK McKesson Corp. Add +7.6% 0.05% +0.01
GSY Invesco Ultra Short Duration Add +4.4% 0.21% +0.01
META Meta Platforms Inc. Class A Add +2.9% 0.64% +0.01
RDVY First Trust Rising Dividend Add +4.4% 0.26% +0.01
FDVV Fidelity High Dividend ETF Add +14.1% 0.05% +0.01
SYK Stryker Corp. Add +5.5% 0.05% +0.00
XLF SS Financial Select Sector Add +5.9% 0.04% +0.00
DIVB iShares Core Dividend ETF Add +19.2% 0.01% +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