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IPPP vs GHMS

Shared holdings
2
IPPP covered by GHMS
1.94%
GHMS covered by IPPP
1.94%

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.

IPPP (June 30, 2025)

SecurityWeight
Synovus Financial Corp., Series E, Pfd.2.19%
Athene Holding Ltd., Series A, Pfd.2.10%
KEYCORP PREFERRED STOCK VAR1.88%
Banc of California, Inc., Series F, Pfd.1.79%
JPMorgan Chase & Co., Series LL, Pfd.1.71%
Synchrony Financial, Series B, Pfd.1.58%
Bank of America Corp., Series QQ, Pfd.1.57%
JXN 8 PERP1.57%
ANGINC 6 5/8 PERP1.53%
AGNC Investment Corp., Series F, Pfd.1.53%
Morgan Stanley, Series K, Pfd.1.45%
Western Alliance Bancorp PREFERRED STOCK1.40%
DIGITAL RLTY TR INC SER L 5.2% PERP PFD1.36%
WTFC 6 7/8 PERP1.35%
AQNCN 6.2 07/01/791.34%
Voya Financial, Inc., Series B, Pfd.1.33%
Morgan Stanley, Series F, Pfd.1.32%
Stifel Financial Corp., Series D, Pfd.1.31%
Array Digital Infrastructure, Inc.1.30%
Old National Bancorp, Series C, Pfd.1.29%
NYCB 6 3/8 PERP1.27%
RF 5.7 PERP1.24%
Senior Secured Note1.23%
FRST AM-GV OB-X1.22%
Equitable Holdings, Inc., Series A, Pfd.1.22%
JPMorgan Chase & Co., Series MM, Pfd.1.20%
Brighthouse Financial, Inc., Series B, Pfd.1.20%
Citizens Financial Group, Inc., Series H, Pfd.1.17%
Ford Motor Co PREFERRED STOCK1.17%
U.S. Bancorp, Series K, Pfd.1.15%
Preferred Stock1.15%
VORNADO REALTY TRUST SER N 5.25% PERP PFD1.15%
MetLife, Inc., Series E, Pfd.1.14%
WSBC 6 3/4 PERP1.10%
Rithm Capital Corp., Series D, Pfd.1.09%
Ford Motor Co PREFERRED STOCK1.07%
Morgan Stanley, Series P, Pfd.1.07%
SEMPRA PREFERRED STOCK 07/79 5.751.07%
Bank of America Corp., Series SS, Pfd.1.06%
LNC 9 PERP1.06%
KeyCorp, Series E, Pfd.1.06%
Bank of America Corp., Series LL, Pfd.1.06%
Synchrony Financial, Series A, Pfd.1.06%
Truist Financial Corp., Series R, Pfd.1.05%
Citigroup, Inc. 7.875% 10/30/401.05%
MFA Financial, Inc., Series C, Pfd.1.05%
Bank of America Corp., Series L, Conv. Pfd.1.04%
The Allstate Corporation DEPOSITARY SHARES EACH REPRESENTING A 1/1,000TH INTEREST IN A SHARE OF FIXED RATE NONCUMULATIVE PERPETUAL PREFERRED STOCK, SE1.04%
National Rural Utilities Cooperative Finance Corp PREFERRED STOCK1.04%
MetLife, Inc., Series F, Pfd.1.03%

GHMS (Sept. 30, 2025)

SecurityWeight
PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exc15.84%
SPDR FTSE International Government Inflation-Protected Bond ETF14.47%
VANGUARD TOTAL INTERNATIONAL BOND ETF9.04%
Vanguard Mortgage-Backed Securities ETF - Class USD INC7.51%
Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.7.31%
V/E JPM EM L C B6.96%
abrdn Asia-Pacific Income Fund, Inc.4.61%
ARMOUR RESIDENTIAL REIT INC3.31%
Virtus Stone Harbor Emerging Markets Income Fund2.96%
Templeton Emerging Markets Income Fund, Inc.2.76%
BondBloxx JP Morgan USD Emerging Markets 1-10 Year Bond ETF2.56%
Rithm Capital Corp., Series B, Pfd.2.02%
AGNC INVESTMENT CORP2.00%
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF1.91%
WESTERN ASSET EMERGING MARKETS DEBT FUND INC1.89%
Annaly Capital Management, Inc., Series F, Pfd.1.77%
Public Storage, Series P, Pfd.1.46%
CLOSED-E1.43%
Public Storage, Series R, Pfd.1.37%
AGNC Investment Corp., Series F, Pfd.1.30%
Rithm Capital Corp., Series A, Pfd.1.29%
AGNC Investment Corp., Series C, Pfd.1.23%
AVALONBAY COMMUNITIES INC REIT1.22%
PEBBLEBROOK HOTEL TRUST1.08%
BXP INC0.94%
PARK H&R INC0.70%
PennyMac Mortgage Investment Trust PREFERRED STOCK0.67%
PennyMac Mortgage Investment Trust0.40%

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