# Portfolio overlap — BWDIX vs FUAMX

Comparing **Boyd Watterson Limited Duration Enhanced Income Fund** (2026-03-31) and **Fidelity Intermediate Treasury Bond Index Fund** (2026-02-28).

- Shared positions: 2
- Boyd Watterson Limited Duration Enhanced Income Fund covered by Fidelity Intermediate Treasury Bond Index Fund: 0.06731919791289781200987116046
- Fidelity Intermediate Treasury Bond Index Fund covered by Boyd Watterson Limited Duration Enhanced Income Fund: 0.06731919791289781200987116046

## Boyd Watterson Limited Duration Enhanced Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| US TREASURY N/B | 0.049223 | ✓ |
| US TREASURY N/B | 0.040920 | ✓ |
| Exeter Automobile Receivables Trust, Series 2021-4A, Class E | 0.018861 |  |
| FIRST INVESTORS AUTO OWNER TRUST 2023-1 FIAOT 2023-1A D | 0.015572 |  |
| MORGAN STANLEY | 0.014592 |  |
| COF V3.95 PERP M | 0.014271 |  |
| Neuberger Berman CLO XVII Ltd | 0.013582 |  |
| SAND 2021-1A DR2 | 0.012056 |  |
| MTZ 4 1/2 08/15/28 | 0.011481 |  |
| OCTAGON INVT PARTNERS XXI LTD / OCTAGON INVT PARTNERS XXI LLC BR4 TSFR3M+135 02/14/2031 144A | 0.011158 |  |
| PLAINS ALL AMERN PIPELINE LP TSFR3M+437.161 PERP | 0.011055 |  |
| BRIDGECREST LENDING AUTO SECURITIZATION TRUST 2023-1 SER 2023-1 CL D REGD 7.84000000 | 0.010965 |  |
| Magnetite Xli Ltd 5.64 | 0.010690 |  |
| INSTALLED BUILDING PRODUCTS IN COMPANY GUAR 144A 02/34 5.625 | 0.010656 |  |
| Exeter Automobile Receivables Trust, Series 2025-4A, Class E | 0.010581 |  |
| Exeter Automobile Receivables Trust, Series 2022-2A, Class E | 0.010475 |  |
| ICG 2015-2RA A2R | 0.010270 |  |
| OHA Credit Partners XIV Ltd | 0.009808 |  |
| Voya CLO Ltd., Series 2013-1A, Class BR | 0.009327 |  |
| VW 5.9 09/12/33 | 0.009167 |  |
| AGL 2022-22A CR | 0.009122 |  |
| PR 6.25 02/01/33 144A | 0.009104 |  |
| Neuberger Berman Loan Advisers CLO Ltd., Series 2021-42A, Class CR | 0.008939 |  |
| MERITAGE HOMES | 0.008928 |  |
| ANTERO MIDSTREAM PARTNERS LP / SR UNSECURED 144A 10/33 5.75 | 0.008832 |  |
| SNDPT 2017-1A E | 0.008817 |  |
| HUNTINGTON BANCSHARES JR SUBORDINA 12/99 VAR | 0.008785 |  |
| FIRSTCASH INC REGD 144A P/P 4.62500000 | 0.008766 |  |
| HWRI TL B 1L USD | 0.008661 |  |
| WLAKE 2023-1A D 144A 6.79% 11-15-28 | 0.008622 |  |
| CARMX 2023-1 D | 0.008565 |  |
| Cifc Funding 2014-IV-R Ltd | 0.008552 |  |
| ICG 2015-2RA CR | 0.008484 |  |
| CGMS 2015-5A CR4 | 0.008221 |  |
| AGL 2023-25A ER | 0.008130 |  |
| MURPHY OIL CORP SR UNSEC 6.0% 10-01-32 | 0.008004 |  |
| CRS 5.625 03/01/34 144A | 0.007929 |  |
| H.B. Fuller Company, Term Loan B | 0.007906 |  |
| APEXC 2020-1A DR3 | 0.007903 |  |
| Performance Food Group Inc | 0.007761 |  |
| LPX 3 5/8 03/15/29 | 0.007666 |  |
| First Investors Auto Owner Trust 2022-1 | 0.007612 |  |
| SM ENERGY CO 144A LIFE SR UNSEC 8.625% 11-01-30 | 0.007541 |  |
| JPMorgan Chase & Co., Series OO | 0.007335 |  |
| WLAKE 2023-3A D 144A 6.47% 03-15-29 | 0.007277 |  |
| DARLING INGREDIENTS INC REGD 144A P/P 5.25000000 | 0.007180 |  |
| First Investors Auto Owner Trust, Series 2025-1A, Class D | 0.007169 |  |
| Bank of America Corp., Series FF | 0.007146 |  |
| Exeter Automobile Receivables Trust, Series 2022-1A, Class E | 0.007069 |  |
| Genesee & Wyoming Term Loan B 200 2031-03-25 | 0.007029 |  |

## Fidelity Intermediate Treasury Bond Index Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| US TREASURY N/B | 0.059453 |  |
| US TREASURY N/B | 0.047745 |  |
| US TREASURY N/B | 0.042200 |  |
| US TREASURY N/B | 0.039341 |  |
| US TREASURY N/B | 0.039004 |  |
| US TREASURY N/B | 0.036690 |  |
| US TREASURY N/B | 0.036564 |  |
| US TREASURY N/B | 0.036196 | ✓ |
| US TREASURY N/B | 0.036134 |  |
| US TREASURY N/B | 0.036107 |  |
| US TREASURY N/B | 0.034139 |  |
| US TREASURY N/B | 0.033630 |  |
| US TREASURY N/B | 0.031637 |  |
| US TREASURY N/B | 0.031504 |  |
| US TREASURY N/B | 0.031124 | ✓ |
| US TREASURY N/B | 0.030794 |  |
| US TREASURY N/B | 0.028561 |  |
| US TREASURY N/B | 0.027945 |  |
| US TREASURY N/B | 0.023400 |  |
| US TREASURY N/B | 0.021989 |  |
| US TREASURY N/B | 0.020758 |  |
| US TREASURY N/B | 0.017879 |  |
| US TREASURY N/B | 0.017275 |  |
| US TREASURY N/B | 0.016949 |  |
| US TREASURY N/B | 0.016446 |  |
| US TREASURY N/B | 0.015517 |  |
| US TREASURY N/B | 0.014762 |  |
| US TREASURY N/B | 0.014729 |  |
| US TREASURY N/B | 0.014335 |  |
| US TREASURY N/B | 0.012410 |  |
| US TREASURY N/B | 0.011968 |  |
| US TREASURY N/B | 0.011919 |  |
| US TREASURY N/B | 0.011475 |  |
| US TREASURY N/B | 0.009596 |  |
| US TREASURY N/B | 0.009526 |  |
| US TREASURY N/B | 0.009255 |  |
| US TREASURY N/B | 0.008975 |  |
| US TREASURY N/B | 0.008555 |  |
| US TREASURY N/B | 0.007839 |  |
| US TREASURY N/B | 0.007814 |  |
| US TREASURY N/B | 0.007464 |  |
| US TREASURY N/B | 0.007273 |  |
| US TREASURY N/B | 0.007178 |  |
| US TREASURY N/B | 0.006010 |  |
| Fidelity Cash Central Fund | 0.003675 |  |
| US TREASURY N/B | 0.003202 |  |
| US TREASURY N/B | 0.003060 |  |


## Sources

- N-PORT (fund A) — accession `0000910472-26-008461` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1537140/000091047226008461/0000910472-26-008461-index.htm>
- N-PORT (fund B) — accession `0000035402-26-002565` (as of 2026-02-28)
  <https://www.sec.gov/Archives/edgar/data/35315/000003540226002565/0000035402-26-002565-index.htm>

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