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IBMS vs SUB

Shared holdings
172
IBMS covered by SUB
5.20%
SUB covered by IBMS
5.20%

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.

IBMS (Jan. 31, 2026)

SecurityWeight
BLKR-LI MUNI-INS0.68%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.66%
CT HLTH & EDUCTNL-B-10.63%
State of California0.56%
NEW YORK NY0.50%
MORRIS CNTY NJ0.49%
State of Hawaii Airports System Revenue0.47%
State of New Jersey, Series 2020A0.44%
ALABAMA ST PUBLIC SCH & CLG AUTH0.44%
TRIBOROUGH NY BRIDGE & TUNNEL AUTH PAYROLL MOBILITY TAX0.36%
CALIFORNIA ST-REF0.34%
LOS ANGELES-E-REF0.30%
State of California0.30%
State of California, Series 20190.30%
Duval County Public Schools, Series 2022A0.29%
Rancho Santiago Community College District0.28%
Metropolitan Transit Authority of Harris County Sales & Use Tax0.28%
State of California, Series 2018, GO Bonds0.28%
PRV COL and UNV GA 5% 9/1/20300.28%
MASSACHUSETTS ST CLEAN WTR TRUST0.28%
Honolulu (City & County of), HI (Honolulu Rail Transit), Series 2021, GO Bonds0.28%
NYC TRANS FIN AUTH0.27%
State of Maryland, Series 2020A-20.27%
CONROE TX INDEP SCH DIST0.27%
BEVERLY HILLS USD CAB0.27%
MASSACHUSETTS ST0.27%
LOS ANGELES WTR-A-REF0.27%
MET TRANSPRTN AUTH NY REVENUE0.27%
IL ST TOLL HWY AUTH0.26%
NEW YORK NY0.26%
State of Connecticut, Series 2021A0.26%
State of California0.25%
MANHATTAN BEACH CA UNIF SCH DIST0.25%
State of Illinois, Series 2024B0.25%
CORPUS CHRISTI TX0.25%
IL ST TOLL HWY AUTH0.24%
STATE OF ILLINOIS0.24%
CENTRL FL EXPRESSWAY AUTH SR LIEN REVENUE0.23%
DEL VALLE TX INDEP SCH DIST0.23%
Hillsborough County School Board, Series 20180.23%
UTAH ST BLDG OWNERSHIP AUTH LEASE REVENUE0.23%
NEW YORK ST DORM AUTH REVENUES NON ST SUPPORTED DEBT0.23%
MASSACHUSETTS ST-REF0.23%
NY DORM AUTH-C-REF0.23%
PALM BEACH SCH-A-COPS0.22%
NEW YORK ST DORM AUTH REVENUES NON ST SUPPORTED DEBT0.22%
MA ST-REF-A0.22%
E-470 Public Highway Authority, Series B0.22%
MET NASHVILLE TN ARPT AUTH ARPT REVENUE0.22%
MASSACHUSETTS ST SCH BLDG AUTH SALES TAX REVENUE0.22%

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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