# Portfolio overlap — BWDIX vs IBTO Comparing **Boyd Watterson Limited Duration Enhanced Income Fund** (2026-03-31) and **iShares iBonds Dec 2033 Term Treasury ETF** (2026-01-31). - Shared positions: 1 - Boyd Watterson Limited Duration Enhanced Income Fund covered by iShares iBonds Dec 2033 Term Treasury ETF: 0.04922333646151741551594297137 - iShares iBonds Dec 2033 Term Treasury ETF covered by Boyd Watterson Limited Duration Enhanced Income Fund: 0.04922333646151741551594297137 ## 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 | | ## iShares iBonds Dec 2033 Term Treasury ETF — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.282810 | | | US TREASURY N/B | 0.257329 | | | US TREASURY N/B | 0.231143 | ✓ | | US TREASURY N/B | 0.228637 | | | BlackRock Cash Funds: Treasury, SL Agency Shares | 0.000081 | | ## Sources - N-PORT (fund A) — accession `0000910472-26-008461` (as of 2026-03-31) - N-PORT (fund B) — accession `0002071691-26-007333` (as of 2026-01-31) --- _Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._ _Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._ _Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See _