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IBMP vs SMB

Shared holdings
34
IBMP covered by SMB
3.41%
SMB covered by IBMP
3.41%

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.

IBMP (Jan. 31, 2026)

SecurityWeight
STATE OF CALIFORNIA 5.0% 04-01-270.48%
State of Michigan, Series 20160.45%
University of California, Series 2025, RB0.43%
BLKR-LI MUNI-INS0.41%
GEISINGER PA AUTH HLTH SYS REV GEISINGER AUTHORITY0.39%
State of New Jersey, Series 2020A0.35%
El Camino Community College District Fountation (The), Series 2012C0.35%
NJ TRANSPRTN TRUST-A0.35%
City of Boston, Series 2015A0.35%
CALIFORNIA ST HLTH FACS FING AUTH REVENUE0.34%
District of Columbia, Series 2019 C, Ref. RB0.31%
Round Rock Independent School District, Series 2019 A, Ref. GO Bonds0.31%
State of Illinois, Series D0.30%
Triborough Bridge & Tunnel Authority, Series 2021C20.30%
SCAGO Educational Facilities Corp. for Pickens School District, Series 20250.29%
State of California 5.00% 04/01/20270.27%
Florida (State of) Department of Environmental Protection (FL Forever), Series 2016 A, Ref. RB0.26%
NY ST HSG FIN AGY-D-20.26%
MET TRANSPRTN AUTH NY0.26%
Lansing Board of Water & Light, Series 2026B0.26%
MIAMI-DADE WTSW 5% 10/1/20270.25%
NEW JERSEY ST ECON DEV AUTH RE REGD N/C B/E 5.000000000.25%
MI FIN AUTH-A-REF0.25%
Dallas (City of), TX Area Rapid Transit, Series 2019, Ref. RB0.25%
Bay Area Toll Authority, Series 2017S-70.25%
Ohio Water Development Authority, Series 2019A0.24%
Alabama (State of) Public School & College Authority (Social Bonds), Series 2020 A, Ref. RB0.24%
Omaha Public Power District, Series 2016A0.24%
COLORADO ST HLTH FACS0.24%
Grand River Dam Authority, Series 2016 A, Ref. RB0.24%
PREREF ALABAMA FEDERAL AID HIGHWAY FI REGD B/E PREREFUNDED 09/01/27 @ 100 5.000000000.23%
ILL ST TOLL 5% 1/1/20270.23%
NYC TRANSITIONAL FIN0.23%
NEW YORK NY0.23%
FLORIDA INSURANCE ASSISTANCE INTERLOCAL AGY0.22%
State of Minnesota, Series 2021A0.22%
PENNSYLVANIA ST0.22%
E-470 Public Highway Authority, Series 2004A0.22%
Indiana (State of) Finance Authority (CWA Authority), Series 2021, Ref. RB0.22%
NJ EDA REV 4% 11/1/20270.22%
UNIV OF WASHINGTON WA UNIV REV REGD V/R B/E 4.000000000.21%
Pflugerville Independent School District, Series 2019A0.21%
RI COMMERCE CORP-B0.20%
Northside Independent School District, Series 20210.20%
New Jersey Transportation Trust Fund Authority, Series 2022AA0.20%
Pennsylvania (Commonwealth of), First Series 2017, Ref. GO Bonds0.20%
VIRGINIA ST CLG BLDG AUTH EDUCTNL FACS REVENUE 21ST CENTURY0.19%
Los Angeles (County of), CA Metropolitan Transportation Authority (Green Bonds), Series 2020 A, RB0.19%
ILLINOIS ST TOLL HIGHWAY AUTH0.19%
NEW YORK NY REGD N/C B/E 5.000000000.19%

SMB (Jan. 31, 2026)

SecurityWeight
CALIFORNIA COMMUNITY VAR1.70%
State of California1.09%
MASSACHUSETTS ST1.02%
State of New Jersey0.97%
KS ST DEV FIN 5% 11/15/20540.92%
NYC HSG DEV CORP-B-20.86%
SOUTHERN CALIFORNIA EDISON CO 1.75% 09-01-290.79%
MA WTR RES REF-BEN-B0.76%
MUNIBOND0.75%
MA WTR RES AUTH-C-REF0.74%
King (County of), WA, Series 2017, Ref. GO Bonds0.72%
TN ENERGY ACQ CORP-A0.72%
MAIN STR NAT GA 5% MT0.72%
Honolulu (City & County of), HI (Honolulu Rail Transit), Series 2020, Ref. GO Bonds0.72%
California (State of) Community Choice Financing Authority (Green Bonds), Series 2023 D, RB0.71%
CHICAGO IL-A-REF0.71%
ORLANDO FL TOURIST DEV TAX REVENUE0.70%
FORT BEND TX INDEP SCH DIST0.70%
CONROE TX INDEP SCH DIST0.69%
LOS ANGELES UNIF SD-A0.64%
State of Connecticut Special Tax Revenue0.63%
S E ENERGY COOP DT0.63%
NJ NJSEDU 07/01/20640.56%
Maryland (State of) (Bidding Group 1), Series 2020 A, GO Bonds0.56%
State of California, Series 20190.55%
State of North Carolina, Series 20190.54%
NEW YORK CITY NY TRANSITIONAL FIN AUTH REVENUE0.54%
OHIO VALLEY ELECTRIC CORP 4.25% 11-01-300.54%
CURATORS OF THE UNIV OF MISSOURI MO SYS FACS REVENUE0.53%
MESA UTL SYS-REF0.52%
NY MTA TRANSP 5% 11/15/20310.51%
CA ST UNIV-A0.51%
PEFA INC VAR0.51%
KERN CA HIGH SCH DIST0.51%
MAIN STR NAT GA 4% 3/1/20500.51%
NYC TRANSITIONL-S-10.48%
Allen (County of), OH (Mercy Health), Series 2020, Ref. RB0.46%
State of California, Series C0.46%
COLUMBUS OH0.45%
NY DORM-A-SCH DISTS0.45%
CTR PLN ENG GAS 5% 9/1/20310.45%
NY TRANS CORP 5% 12/1/20300.43%
MAIN STR NAT GA 4% 07/01/2052 MT0.43%
CENTRL FL EXPRESSWAY AUTH SR LIEN REVENUE0.42%
JACKSON CNTY OR SCH DIST #549C0.42%
North Carolina (State of), Series 2020 A, GO Bonds0.41%
NYC TRANS FIN-A-E-10.41%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Series 2022A-10.41%
Jefferson County School District R-1, Series 2018, GO Bonds0.40%
STATE OF CALIFORNIA 5.0% 10-01-310.39%

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