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IBMO vs VTEC

Shared holdings
66
IBMO covered by VTEC
1.72%
VTEC covered by IBMO
1.72%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

IBMO (Jan. 31, 2026)

SecurityWeight
NYC TRANS FIN AUTH-A41.75%
New York (City of), NY Municipal Water Finance Authority1.75%
St. John the Baptist (Parish of), LA (Marathon Oil Corp.), Subseries 2017 A-3, Ref. RB1.06%
CT ST HLTH & EDU-A-40.75%
STHRN CALIFORNIA ST0.70%
NY MTA TRANSP 5% 11/15/20260.64%
MUNIBOND0.64%
CONN ST HEALTH 2.80% 7/1/20570.62%
State of New Jersey, Series A0.46%
UNIV OF PITTSBURGH PA OF THE CMWLTH SYS OF HGR EDU0.44%
State of California, Series 20160.38%
Texas State University System, Series 2017A0.38%
State of Maryland, Series 2017B0.36%
State of Michigan, Series 20160.35%
Johnson County Unified School District No. 229 Blue Valley, Series 2015-B0.35%
State of North Carolina, Series 2016A0.33%
Dallas Independent School District, Series 2021A0.32%
State of Illinois, Series D0.32%
TEXAS TRANSPRTN COMM0.32%
NY MTA TRANSP 5% 11/15/20260.31%
NEW YORK NY REGD V/R B/E 2.550000000.31%
Kentucky Turnpike Authority, Series B0.30%
Montgomery (County of), MD, Series 2017 C, Ref. GO Bonds0.30%
State of Mississippi, Series 2016B0.28%
NYC GO 15F-6 Q=JP V1+0.28%
Hampton Roads Sanitation District, Series 2016 A, Ref. RB0.28%
State of New Mexico Severance Tax Permanent Fund, Series A0.27%
Massachusetts (Commonwealth of), Series 2015 A, Ref. GO Bonds0.27%
Triborough Bridge & Tunnel Authority, Series 2025A0.27%
State of California 5.00% 04/01/20260.27%
E CO AWP JT PWRS-A-10.26%
County of Maui, Series 20150.26%
Alabama (State of) Federal Aid Highway Finance Authority (Garvee), Series 2017 B, Ref. RB0.26%
State of Florida, State Board of Education, Lottery, Series 2016A0.25%
Missouri (State of) Highway & Transportation Commission, Series 2019 B, RB0.25%
NYC TRANSITIONAL A-10.25%
Illinois Finance Authority, Series 2017, RB0.25%
NYC MUNI WTR FIN-DD0.24%
E-470 Public Highway Authority, Series B0.23%
PREREF ALABAMA FEDERAL AID HIGHWAY FI REGD B/E PREREFUNDED 09/01/26 @ 100 5.000000000.23%
State of Connecticut, Series A0.22%
PENNSYLVANIA ST REGD N/C B/E 5.000000000.22%
Fairfax (County of), VA, Series 2016 A, Ref. GO Bonds0.22%
State of Illinois, Series 2021A0.22%
IDAHO ST HSG & FIN AS0.21%
Pennsylvania (Commonwealth of), First Series 2016, GO Bonds0.21%
Metropolitan Council, Series 2021 C, GO Bonds0.21%
State of Florida, Series 2024A0.20%
City of Tacoma, Series 20150.20%
Greenville County School District, Series 2023, Ref. RB0.20%

VTEC (Feb. 28, 2026)

SecurityWeight
Southern California Public Power Authority, Series A0.59%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.55%
Bay Area Toll Authority, Series 2026A0.51%
Irvine Ranch Water District, Series 2009 A, VRD RB0.32%
LOS ANGELES UNIF SD-A0.32%
LOS ANGELES UNIF SD-A0.32%
Bay Area Toll Authority, Series 2023 A, VRD Ref. RB0.31%
LOS ANGELES UNIF SD-A0.30%
Los Angeles Department of Water & Power, Series 2025A0.27%
STATE OF CALIFORNIA 4.0% 03-01-360.25%
UNIV OF CALIFORNIA CA REVENUES REGD B/E 5.000000000.25%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE0.24%
UNIV OF CALIFORNIA CA REVENUES REGD B/E 5.500000000.24%
E CO AWP JT PWRS-A-10.24%
STATE OF CALIFORNIA0.24%
SAN FRANCISCO USD0.23%
UNIV OF CALIFORNIA CA0.22%
IRVINE CA IMPT BOND ACT 19150.22%
State of California0.21%
CALIFORNIA ST EDUCTNL0.20%
BAY AREA TOLL AUTHORITY FRN 04-01-550.19%
LOS ANGELES DEPT-C0.19%
UNIV OF CALIFORNIA CA REVENUES0.19%
LOS ANGELES UNIF SD-A0.19%
State of California0.19%
BAY AREA CA TOLL AUTH0.19%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.19%
IRVINE WTR-RF-A1-VAR0.17%
BAY AREA TOLL AUTHORI VAR0.17%
University of California, Series 2024 BW, Ref. RB0.17%
Toll Road Sr Lien Refunding RB Series 2021A0.17%
UNIV OF CALIFORNIA CA REVENUES0.17%
San Francisco (City & County of), CA Airport Commission (San Francisco International Airport), Series 2017 B, RB0.17%
Anaheim Public Financing Authority, California, Lease Revenue Bonds, Public Improvement Project, Series 1997C0.17%
CALIFORNIA ST EDUCTNL FACS AUTH REVENUE0.16%
State of California 5.00% 03/01/20550.16%
Los Angeles (County of), CA Metropolitan Transportation Authority, Series 2024, GO Bonds0.16%
STATE OF CALIFORNIA 5.0% 10-01-350.16%
LOS ANGELES UNIF SD-A0.16%
State of California0.16%
STATE OF CALIFORNIA 5.0% 04-01-290.16%
State of California, Series 20070.16%
LOS ANGELES DEPT-B0.15%
Los Angeles Unified School District, Series 2023QRR0.15%
Santa Monica Community College District, Series 2018A0.15%
State of California, Series 2025, GO Bonds0.15%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.250000000.15%
STATE OF CALIFORNIA0.15%
UNIV OF CALIFORNIA CA REVENUES0.15%
Sacramento Municipal Utility District, Series 2025F0.14%

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