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IBND vs DFA TARGETED CREDIT PORTFOLIO

Shared holdings
33
IBND covered by B
2.60%
B covered by IBND
2.60%

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)

SecurityWeight
State Street Navigator Securities Lending Portfolio II0.52%
ANHEUSER BUSCH INBEV SA NV 2% 03/17/2028 REGS0.33%
JPMorgan Chase & Co.0.28%
UBS Group AG0.26%
NTT Finance Corp0.25%
JPMorgan Chase & Co0.25%
ANHEUSER BUSCH INBEV SA NV0.24%
Bank of America Corp0.24%
MORGAN STANLEY 3.955%/VAR 03/21/20350.23%
BANCO SANTANDER SA 3.25%/VAR 04/02/2029 REGS0.23%
CREDIT AGRICOLE SA0.22%
Morgan Stanley 0.50 02/07/20310.22%
Goldman Sachs Group, Inc. (The)0.22%
UBS GROUP AG 3.25%/VAR 02/12/2034 REGS0.22%
JOHNSON&JOHNSON0.21%
BANCO SANTANDER SA0.21%
MORGAN STANLEY 0.495%/VAR 10/26/20290.21%
MORGAN STANLEY 5.789%/VAR 11/18/20330.20%
Banco Santander SA0.20%
UBS GROUP AG 4.125%/VAR 06/09/2033 REGS0.20%
WELLS FARGO CO0.20%
MORGAN STANLEY 3.79%/VAR 03/21/20300.20%
CREDIT AGRICOLE SA0.20%
CITIGROUP INC0.20%
ING GROEP NV 3.5%/VAR 09/03/2030 REGS0.20%
LVMH Moet Hennessy Louis Vuitton SE 3.50 09/07/20330.20%
AT&T Inc0.20%
HSBC HOLDINGS PLC 3.445%/VAR 09/25/2030 REGS0.20%
HSBC HOLDINGS PLC 3.313%/VAR 05/13/2030 REGS0.20%
VOLKSWAGEN INTFN0.20%
Novo Nordisk Finance Netherlands BV0.20%
Novartis Finance SA0.20%
MORGAN STANLEY 4.656%/VAR 03/02/20290.20%
BNP Paribas SA0.20%
GOLDMAN SACHS GROUP INC (THE) 3.5%/VAR 01/23/2033 REGS0.20%
BANK OF AMERICA CORP EUR REG S SR UNSEC 3.648% 03-31-29/280.20%
Societe Generale SA0.20%
Alphabet, Inc.0.20%
ANHEUSER BUSCH INBEV SA NV0.20%
Kering SA0.20%
GOLDMAN SACHS GROUP INC (THE) VAR 08/17/2033 REGS0.20%
Goldman Sachs Group Inc/The0.19%
Mercedes-Benz Group AG0.19%
CAN IMPERIAL BK0.19%
CREDIT AGRICOLE SA LONDON0.19%
BANQUE FEDERATIVE DU CREDIT MUTUEL SA0.19%
Verizon Communications Inc0.19%
BANCO SANTANDER SA 0.2% 02/11/2028 REGS0.19%
Societe Generale SA0.19%
International Business Machines Corp.0.19%

DFA TARGETED CREDIT PORTFOLIO (Jan. 31, 2026)

SecurityWeight
U.S. Treasury Notes1.27%
US TREASURY N/B1.15%
PAYPAL HOLDINGS INC FRN SOFR+67 03/06/20280.94%
US TREASURY N/B0.93%
7 ELEVEN INC SR UNSECURED 144A 02/26 0.950.91%
Bank of Nova Scotia/The0.88%
CARGILL INC FRN SOFR+61 02/11/2028 144A0.87%
Honeywell International, Inc.0.86%
Revvity, Inc.0.82%
PHILIP MORRIS INTL INC FRN SOFR+83 04/28/20280.81%
US TREASURY N/B0.80%
CELANESE US HLDS0.77%
ROYAL BANK OF CANADA0.75%
JOHN DEERE CAPITAL CORP SR UNSECURED 07/27 VAR0.74%
SUEZ SACA 2.375% 05/24/2030 REGS0.72%
RTX Corp.0.71%
LLOYDS BANK CORPORATE MARKETS PLC0.70%
CONTINENTAL AG0.70%
Heidelberg Materials Finance Luxembourg SA0.70%
COOPERATIEVE RABOBANK UA0.70%
ALIMENTATION COUCHE TARD INC0.70%
VORNADO REALTY LP SR UNSECURED 06/26 2.150.70%
International Business Machines Corp.0.69%
IHG FINANCE LLC /EUR/ REGD REG S EMTN 3.375000000.69%
Federation des Caisses Desjardins du Quebec0.69%
FISERV INC 1.625% 07/01/20300.69%
Scentre Group Trust 10.69%
ORIGIN ENERGY FINANCE LTD MTN 1.000000% 09/17/20290.69%
EDENRED SE0.69%
ABERTIS INFRAESTRUCTURAS SA0.68%
Belfius Bank SA0.68%
ITALGAS SPA0.68%
MOTABILITY OPERATIONS GROUP PLC0.68%
NEXTERA ENERGY CAPITAL HOLDINGS INC VARIABLE RATE 02/04/20280.68%
NASDAQ INC 0.875% 02/13/20300.67%
NESTE OYJ0.66%
Norfina Ltd.0.65%
The DFA Short Term Investment Fund0.64%
NOMURA HOLDINGS INC0.64%
ACCIONA FILIALES0.64%
KONINKLIJKE PHILIPS NV 3.25% 05/23/2030 REGS0.64%
DFA Short Term Investment Fund0.63%
EUROFINS SCIENTIFIC SE 4.000000% 07/06/20290.63%
ELECTROLUX AB0.62%
SCHWAB CHARLES CORP FRN SOFRINDX+105 03/03/20270.62%
CITIBANK NA SR UNSECURED 08/26 VAR0.61%
HOCHTIEF AG0.59%
HCA INC VARIABLE RATE 03/01/20280.58%
FLEX LTD0.58%
AMERICAN NATL GR0.58%

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