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IBMR vs SUB

Shared holdings
206
IBMR covered by SUB
7.01%
SUB covered by IBMR
7.01%

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.

IBMR (Jan. 31, 2026)

SecurityWeight
BLKR-LI MUNI-INS1.35%
Massachusetts Clean Water Trust (The), Series 270.65%
State of New Jersey, Series 2020A0.57%
State of California, Series 20190.50%
CALIFORNIA ST INFRASTRUCTURE & REGD B/E 3.250000000.47%
NEW YORK ST DORM AUTH ST PERSONAL INCOME TAX REVENUE0.46%
Los Angeles (County of), CA Metropolitan Transportation Authority, Series 2017 A, RB0.44%
Palm Beach County School District, Series 2018 C, Ref. COP0.38%
County of Clark Department of Aviation, Series 2024A0.37%
Contra Costa Transportation Authority Sales Tax, Series 2018B0.33%
STATE OF CALIFORNIA 5.0% 09-01-290.33%
Escondido Union High School District, Series A0.33%
PRIV CLGS & UNIV-A0.30%
State of Connecticut, Series 2025, GO Bonds0.30%
School Board of Miami-Dade County (The), Series 2025, COP0.29%
MORRIS CNTY NJ0.29%
MET TRANSPRTN AUTH NY REVENUE0.29%
OREGON CITY SCHOOL DISTRICT NO CLASCD 06/29 ZEROCPNOID 00.27%
Lower Colorado River Authority, Series 2023A0.26%
PENNSYLVANIA ST0.26%
OHIO WTR DEV AUTH-A0.26%
School District of Broward County, Series 2019B0.26%
ILLINOIS ST TOLL HIGH0.26%
City of Minneapolis, Series 20210.26%
State of California0.25%
AMERICAN MUN OH 5% 2/15/20290.25%
City of San Antonio, Series 20170.25%
STATE OF CALIFORNIA 4.0% 09-01-290.24%
PRIV CLGS & UNIVS AUT0.24%
NJ TRANSPRTN TRUST-A0.24%
Lansing School District, Series 2019II0.24%
BEVERLY HILLS USD CAB0.24%
DALLAS TX AREA RAPID0.23%
ID HSG & FIN ASSN-A0.23%
ALABAMA ST PUBLIC SCH & CLG AUTH0.23%
PHOENIX SKY HARBOR INTERNATIONAL AIRPORT CUSTOMER FACILITY CHARGES REVENUE 5.0% 07-01-330.23%
NEW YORK NY0.23%
Rhode Island Health & Educational Building Corp., Series 2019A0.23%
Maricopa County Union High School District No. 210-Phoenix, Series 20180.23%
JEA-THREE A-REV-REF0.22%
Triborough Bridge & Tunnel Authority, Series 2013A0.22%
Ukiah Unified School District, Series 20060.22%
Canyons School District, Series 20180.22%
Kansas Development Finance Authority, Series 2019SRF0.22%
State of Illinois, Series 2023B0.22%
Trinity River Authority, Series 20180.22%
Utica Community Schools, Series 20190.22%
Multnomah County School District No. 1, Series 2020, GO Bonds0.21%
State of North Carolina, Series 20190.21%
KENTUCKY ST PROPERTY & BLDGS COMMISSION REVENUES0.21%

SUB (Feb. 28, 2026)

SecurityWeight
BLKR-LI MUNI-INS0.99%
STATE OF NEW JERSEY 5.0% 03-01-280.38%
WA KINUTL 01/01/20420.36%
STATE OF CALIFORNIA 5.0% 08-01-290.29%
NEW YORK ST URBAN DEV CORP REVENUE0.26%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.26%
NJ TPK AUTH-B0.26%
Pennsylvania Turnpike Commission, Series 2023B0.26%
State of California0.25%
STATE OF CALIFORNIA 5.0% 11-01-270.25%
Empire State Development Corp., Series 2021A0.23%
DT OF COLUMBIA-C-20.23%
Connecticut State Health & Educational Facilities Authority, Series 2017C-40.23%
CONNECTICUT ST SPL TAX OBLIG REVENUE0.22%
NY TRANS FIN AUTH-D-10.22%
NEW YORK B-1-REF0.22%
State of New Jersey, Series A0.22%
MA ST-REF-A0.22%
HOUSTON TX UTILITY SYS REVENUE CITY OF HOUSTON TX COMBINED UTILITY SYSTEM REVENUE0.21%
CT HLTH & EDUCTNL-B-10.21%
KING CNTY WA SWR REVENUE COUNTY OF KING WA SEWER REVENUE0.21%
PENNSYLVANIA ST-1ST0.21%
NYC TRANSITIONAL-A-10.21%
Ohio Water Development Authority, Series 20180.21%
State of New Jersey, Series 2020A0.20%
Kentucky State Property & Building Commission, Series B0.20%
State of Georgia, Series 2022A0.20%
MINNESOTA ST PUBLIC FACS AUTH REVOLVING FUND REVENUE0.20%
City of Seattle, Series 2023B0.19%
WA ST-SER R-2023A-REF0.19%
COLORADO ST EDUC LOAN PROGRAM0.19%
NEW JERSEY ST EDUCTNL FACS AUTH REVENUE0.18%
E CO AWP JT PWRS-A-10.18%
State of Minnesota, Series 2022A0.18%
State of New Jersey, Series 2020A0.18%
Pennsylvania Turnpike Commission, Series 2016B0.18%
Houston (City of), TX, Series 2016 A, Ref. GO Bonds0.18%
SOUTH CAROLINA ST PUBLIC SVC AUTH REVENUE0.18%
State of Washington, Series 2022C0.18%
UNIV OF CALIFORNIA CA REVENUES0.18%
State of Maryland, Series 2020C-10.18%
New York State Dormitory Authority, State Personal Income Tax, Series 2021E0.18%
Virginia (Commonwealth of) College Building Authority (21st Century College and Equipment Programs), Series 2017, Ref. RB0.17%
State of Minnesota, Series 2023E0.17%
University of California, Series 2025, RB0.17%
State of Illinois, Series D0.17%
FT BEND TX ISD 4% 8/1/20540.17%
Long Island Power Authority, Series 2025C0.17%
State of Georgia, Series 2023A0.16%
District of Columbia, Series 2020 B, Ref. RB0.16%

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