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IBMS vs VTEC

Shared holdings
49
IBMS covered by VTEC
1.88%
VTEC covered by IBMS
1.88%

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%

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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