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IBND vs DFA Short-Duration Real Return Portfolio
Shared holdings
39
IBND covered by B
2.97%
B covered by IBND
2.97%
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.
IBND (March 31, 2026)
| Security | Weight | |
|---|---|---|
| State Street Navigator Securities Lending Portfolio II | 0.52% | |
| ANHEUSER BUSCH INBEV SA NV 2% 03/17/2028 REGS | 0.33% | |
| JPMorgan Chase & Co. | 0.28% | |
| UBS Group AG | 0.26% | |
| NTT Finance Corp | 0.25% | |
| JPMorgan Chase & Co | 0.25% | |
| ANHEUSER BUSCH INBEV SA NV | 0.24% | |
| Bank of America Corp | 0.24% | |
| MORGAN STANLEY 3.955%/VAR 03/21/2035 | 0.23% | |
| BANCO SANTANDER SA 3.25%/VAR 04/02/2029 REGS | 0.23% | |
| CREDIT AGRICOLE SA | 0.22% | |
| Morgan Stanley 0.50 02/07/2031 | 0.22% | |
| Goldman Sachs Group, Inc. (The) | 0.22% | |
| UBS GROUP AG 3.25%/VAR 02/12/2034 REGS | 0.22% | |
| JOHNSON&JOHNSON | 0.21% | |
| BANCO SANTANDER SA | 0.21% | |
| MORGAN STANLEY 0.495%/VAR 10/26/2029 | 0.21% | |
| MORGAN STANLEY 5.789%/VAR 11/18/2033 | 0.20% | |
| Banco Santander SA | 0.20% | |
| UBS GROUP AG 4.125%/VAR 06/09/2033 REGS | 0.20% | |
| WELLS FARGO CO | 0.20% | |
| MORGAN STANLEY 3.79%/VAR 03/21/2030 | 0.20% | |
| CREDIT AGRICOLE SA | 0.20% | |
| CITIGROUP INC | 0.20% | |
| ING GROEP NV 3.5%/VAR 09/03/2030 REGS | 0.20% | |
| LVMH Moet Hennessy Louis Vuitton SE 3.50 09/07/2033 | 0.20% | |
| AT&T Inc | 0.20% | |
| HSBC HOLDINGS PLC 3.445%/VAR 09/25/2030 REGS | 0.20% | |
| HSBC HOLDINGS PLC 3.313%/VAR 05/13/2030 REGS | 0.20% | |
| VOLKSWAGEN INTFN | 0.20% | |
| Novo Nordisk Finance Netherlands BV | 0.20% | |
| Novartis Finance SA | 0.20% | |
| MORGAN STANLEY 4.656%/VAR 03/02/2029 | 0.20% | |
| BNP Paribas SA | 0.20% | |
| GOLDMAN SACHS GROUP INC (THE) 3.5%/VAR 01/23/2033 REGS | 0.20% | |
| BANK OF AMERICA CORP EUR REG S SR UNSEC 3.648% 03-31-29/28 | 0.20% | |
| Societe Generale SA | 0.20% | |
| Alphabet, Inc. | 0.20% | |
| ANHEUSER BUSCH INBEV SA NV | 0.20% | |
| Kering SA | 0.20% | |
| GOLDMAN SACHS GROUP INC (THE) VAR 08/17/2033 REGS | 0.20% | |
| Goldman Sachs Group Inc/The | 0.19% | |
| Mercedes-Benz Group AG | 0.19% | |
| CAN IMPERIAL BK | 0.19% | |
| CREDIT AGRICOLE SA LONDON | 0.19% | |
| BANQUE FEDERATIVE DU CREDIT MUTUEL SA | 0.19% | |
| Verizon Communications Inc | 0.19% | |
| BANCO SANTANDER SA 0.2% 02/11/2028 REGS | 0.19% | |
| Societe Generale SA | 0.19% | |
| International Business Machines Corp. | 0.19% |
DFA Short-Duration Real Return Portfolio (Jan. 31, 2026)
| Security | Weight | |
|---|---|---|
| U.S. Treasury Notes | 2.26% | |
| NEW ZEALAND GVT | 2.08% | |
| U.S. Treasury Notes | 1.50% | |
| JP MORGAN CHASE BANK NA SR UNSECURED 12/26 VAR | 1.29% | |
| The DFA Short Term Investment Fund | 1.20% | |
| INTERNATIONAL FINANCE CORP | 1.11% | |
| DFA Short Term Investment Fund | 1.07% | |
| ASIAN DEVELOPMENT BANK | 0.95% | |
| DBS GROUP HOLDINGS LTD SR UNSECURED 144A 03/28 VAR | 0.94% | |
| INTER-AMERICAN DEVELOPMENT BANK VARIABLE RATE 02/15/2029 | 0.94% | |
| International Bank for Reconstruction & Development | 0.92% | |
| EUROPEAN BANK FOR RECONSTRUCTION DEVELOPMENT | 0.81% | |
| INTER-AMERICAN DEVELOPMENT BANK VARIABLE RATE 04/12/2027 | 0.79% | |
| U.S. Treasury Inflation-Protected Security 0.375%, due 01/15/27 | 0.75% | |
| ACCENTURE CAPITA | 0.73% | |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-1/8% 04/15/2027 | 0.72% | |
| CHEVRON USA INC | 0.72% | |
| KOMMUNALBANKEN AS | 0.62% | |
| Kreditanstalt fuer Wiederaufbau | 0.61% | |
| SCHW FLOAT 05/13/26 | 0.60% | |
| MACQUARIE BANK LTD FRN SOFR+120 12/07/2026 144A | 0.60% | |
| TRUIST FINANCIAL | 0.58% | |
| Alphabet, Inc. | 0.55% | |
| INTER AMERICAN DEVELOPMENT BANK | 0.54% | |
| BMW INTERNATIONAL INVESTMENT BV | 0.54% | |
| WESTERN UNION CO | 0.53% | |
| SVENSKA HANDELSBANKEN AB 0.5% 02/18/2030 REGS | 0.52% | |
| Australia & New Zealand Banking Group Ltd. | 0.52% | |
| NATIONWIDE BUILDING SOC(UNGTD) 3% 03/03/2030 REGS | 0.51% | |
| European Bank for Reconstruction & Development | 0.49% | |
| DEUTSCHE TRIPARTY MTGE | 0.49% | |
| BOSTON PROP LP | 0.48% | |
| NORDEA BANK ABP 2.75% 05/02/2030 REGS | 0.48% | |
| US TREASURY N/B | 0.48% | |
| PUBLIC STORAGE | 0.48% | |
| NATIONAL AUSTRALIA BANK LTD | 0.48% | |
| APPLE INC | 0.47% | |
| Bunge Ltd. Finance Corp. | 0.47% | |
| Westpac Banking Corp. | 0.47% | |
| COOPERATIEVE RABOBANK UA NY | 0.47% | |
| REALTY INCOME | 0.47% | |
| U.S. TREASURY INFLATION-PROTECTED SECURITIES 0-3/8% 07/15/2027 | 0.47% | |
| SWEDISH EXPORT CREDIT SR UNSECURED 05/27 VAR | 0.46% | |
| JOHN DEERE CAPITAL CORP SR UNSECURED 06/26 VAR | 0.46% | |
| INTL BK RECON + DEVELOP INTL BK RECON + DEVELOP | 0.45% | |
| U.S. Treasury Notes | 0.45% | |
| ABN AMRO BANK NV | 0.44% | |
| AMERICAN EXPRESS CO SR UNSECURED 11/26 VAR | 0.44% | |
| ACCIONA FILIALES | 0.44% | |
| NATL AUS BANK/NY | 0.43% |
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