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IBMS vs TAXT

Shared holdings
31
IBMS covered by TAXT
1.65%
TAXT covered by IBMS
1.65%

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%

TAXT (March 31, 2026)

SecurityWeight
Water & Sewer System 2nd Resolution RB Fiscal 2023 Series CC0.68%
NYC GO FY21-2 Q=SELF V8+0.58%
UNIV OF CALIFORNIA CA REVENUES UNVHGR 05/52 FIXED 50.56%
NY ST URBAN DEV-C-30.54%
NY ST TWY AUTH-A0.53%
SAN FRANCISCO PUB-D0.40%
CA ST UNIV TRUSTEES-A0.39%
County of Clark, Series 20230.36%
SOUTHEAST ENERGY-E0.34%
Monroe County Industrial Development Corp. (University of Rochester), Series 2020 A, RB0.31%
Indianapolis Local Public Improvement Bond Bank, Series 2019A0.31%
Metropolitan Atlanta Rapid Transit Authority, Series 2017C0.31%
City of New York, Series 2026G0.30%
Desert Community College District, Series 20240.30%
VIRGINIA ST PUBLIC BLDG AUTH PUBLIC FACS REVENUE0.29%
WV ST 5% 6/1/20370.29%
South Dakota Conservancy District, Series 2025A0.28%
CHICAGO IL BRD OF EDU DEDICATED CAPITAL IMPT TAX0.28%
NYC NY 5.25% 4/1/20470.27%
State of Florida, Series 2025D0.27%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Refunding Series 2024B0.27%
MAIN STR NAT GA 5% MT0.27%
King County Public Hospital District No. 1, Series 20160.27%
TEXAS ST MUNI GAS ACQUISITION& SPLY CORP III GAS SPLY REVEN0.26%
LAMAR TX CONSOL INDEP SCH DIST LAMSCD 02/39 FIXED 50.26%
Chicago O'Hare International Airport, Series 2024B0.25%
District of Columbia, Series 2020, RB0.25%
California Community Choice Financing Authority, Series F0.24%
STHRN CA PUB PWR AUTH0.24%
ENERGY NW/WPPS 5% 7/1/20280.23%
Virginia (Commonwealth of) College Building Authority (21st Centuity College and Equipment), Series 2021, RB0.23%
JEA FL ELEC SYS REVENUE JEA ELECTRIC SYSTEM REVENUE0.23%
City of Austin Water & Wastewater System, Series 20220.23%
County of Clark, Series 2016B0.23%
BLACK BELT ENERGY GAS VAR0.23%
MA ST DEV FIN AGY-A-20.22%
City of Chandler, Series 20260.22%
MAIN STR NAT GA 5% MT0.22%
Pennsylvania Turnpike Commission, Series 20170.21%
State of Ohio, Series 2025C0.21%
ALDINE ISD-A0.21%
City of Memphis, Series 20180.21%
HARRIS ED FACS-REF0.21%
City of San Antonio, Series 2023C0.21%
NORTHWEST TEX I 5% 2/15/20370.21%
UNIV TX 5% 8/15/490.21%
SOUTHEST ENERGY (BP) 5.25% 11/1/35 MT0.21%
LOS ANGELES DEPT WTR0.21%
MA ST 5% 9/1/20490.21%
S E ENERGY COOP DT0.21%

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