# Portfolio overlap — TSTPX vs HOIBX Comparing **Nuveen Short Term Bond Fund** (2026-03-31) and **Intermediate Bond Fund** (2026-03-31). - Shared positions: 5 - Nuveen Short Term Bond Fund covered by Intermediate Bond Fund: 0.07226001627686800773663708171 - Intermediate Bond Fund covered by Nuveen Short Term Bond Fund: 0.07226001627686800773663708171 ## Nuveen Short Term Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | WHEAT SEP 26 | 0.086789 | | | US TREASURY N/B | 0.068475 | | | US TREASURY N/B | 0.038575 | ✓ | | US TREASURY N/B | 0.035737 | | | US TREASURY N/B | 0.032697 | | | US TREASURY N/B | 0.031233 | ✓ | | US TREASURY N/B | 0.021166 | | | BANK OF AMER CRP | 0.013176 | ✓ | | CITIBANK NA | 0.012601 | | | Sequoia Mortgage Trust 2026-1 | 0.011655 | | | WELLS FARGO BANK | 0.011491 | | | STACR 2022-DNA4 M1B 5/42 | 0.010688 | | | US TREASURY N/B | 0.010310 | | | FNMA GTD MTG PASS THRU CTF SOFR30A+ 08/25/2054 | 0.009435 | | | CARMX 2024-4 A3 | 0.008456 | | | US TREASURY N/B | 0.008057 | | | MORGAN STANLEY | 0.007844 | | | HSBC HOLDINGS | 0.007612 | | | CVS HEALTH CORP | 0.007165 | | | Fannie Mae REMICS | 0.007053 | | | Federal National Mortgage Association Connecticut Avenue Securities Trust | 0.006809 | | | Ginnie Mae I Pool | 0.006459 | | | BELL 2021-1A A2I | 0.006449 | | | PNC V4.543 05/13/27 | 0.005857 | | | GEN MOTORS FIN | 0.005753 | | | MARS INC | 0.005575 | | | US TREASURY N/B | 0.005410 | | | JPMORGAN CHASE | 0.005390 | | | FNMA Connecticut Avenue Securities Trust, Series 2022-R04, Class 1M2 | 0.005354 | | | DPABS 2021-1A A2I | 0.005294 | | | MORGAN STANLEY | 0.005278 | | | JPMORGAN CHASE | 0.005274 | | | JP MORGAN CHASE | 0.005259 | | | TOYOTA MTR CRED | 0.005250 | | | JPMORGAN CHASE | 0.005241 | | | WALMART INC | 0.005238 | | | CATERPILLAR FINL | 0.005231 | | | The Goldman Sachs Group, Inc. 4.153 10/21/2029 | 0.005181 | | | ORACLE CORP | 0.005164 | | | AMGEN INC | 0.005094 | | | PFS Financing Corp., Series 2024-D, Class A | 0.005092 | | | GMALT 2024-2 A3 | 0.005010 | | | Fannie Mae Connecticut Avenue Securities | 0.004952 | | | Fannie Mae Connecticut Avenue Securities | 0.004866 | | | Avis Budget Rental Car Funding AESOP LLC, Series 2024-1A, Class A | 0.004810 | | | US TREASURY N/B | 0.004639 | | | FNMA Connecticut Avenue Securities Trust, Series 2022-R09, Class 2M2 | 0.004552 | | | MORGAN STANLEY B | 0.004443 | | | PFS FINANCING CORP PFSFC 2024-B A | 0.004432 | | | HCA INC | 0.004353 | | ## Intermediate Bond Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | US TREASURY N/B | 0.053890 | | | US TREASURY N/B | 0.041456 | ✓ | | U.S. Treasury Notes | 0.033595 | | | US TREASURY N/B | 0.028931 | ✓ | | FR SD8193 | 0.028919 | | | US TREASURY N/B | 0.027063 | | | US TREASURY N/B | 0.026703 | | | US TREASURY N/B | 0.024101 | | | State Street Navigator Securities Lending Portfolio II | 0.023680 | | | US TREASURY N/B | 0.023642 | | | FN MA4437 | 0.018755 | | | G2 MA8346 | 0.017737 | | | FN MA4179 | 0.015980 | | | FN MA4254 | 0.011912 | | | FR SD8113 | 0.011730 | | | WELLS FARGO CO | 0.011148 | | | FN MA4418 | 0.010900 | | | Ginnie Mae II Pool | 0.009921 | | | Government National Mortgage Association | 0.009575 | | | G2 MB0305 | 0.009478 | | | Government National Mortgage Association | 0.009444 | | | Government National Mortgage Association | 0.007542 | | | FR SD8237 | 0.007233 | | | FR QE2363 | 0.006998 | | | Government National Mortgage Association | 0.006894 | | | FN MA4303 | 0.006505 | | | Government National Mortgage Association | 0.006393 | | | MONTEREY PK CA PENSN OBLIG MTPGEN 06/30 FIXED 1.893 | 0.006241 | | | GNMA POOL CK0445 GN 02/52 FIXED 4 | 0.006086 | | | AMERICAN WATER | 0.005940 | | | Ginnie Mae II Pool | 0.005607 | | | HYUNDAI CAPITAL SERVICES INC 144A LIFE SR UNSEC 5.25% 01-22-28 | 0.005571 | | | Government National Mortgage Association | 0.005537 | | | CITIGROUP INC | 0.005485 | | | BARCLAYS PLC | 0.005358 | | | DELTA/SKYMILES | 0.005037 | | | FN MA4124 | 0.004909 | | | PROTECTIVE LIFE GLOBAL FUNDING FRN SOFR+85 09/11/2028 144A | 0.004859 | | | JPMORGAN CHASE | 0.004858 | | | UNTD AIR 19-2 AA | 0.004855 | | | Snam S.p.A. | 0.004834 | | | US TREASURY N/B | 0.004645 | | | KOREA EXPRESSWAY CORP SR UNSECURED 144A 05/27 5 | 0.004581 | | | FREDDIE MAC POOL FR 08/52 FIXED 5 | 0.004574 | | | JBS/FOODS/FOOD | 0.004531 | | | TOYOTA LEASE OWNER TRUST 2025-A TLOT 2025-A A3 | 0.004528 | | | ENERGY TRANS | 0.004407 | | | FN FM1000 | 0.004331 | | | MORGAN STANLEY | 0.004314 | | | FR SD7555 | 0.004224 | | ## Sources - N-PORT (fund A) — accession `0001084380-26-000627` (as of 2026-03-31) - N-PORT (fund B) — accession `0001410368-26-054728` (as of 2026-03-31) --- _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 _