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PVI vs IBMN

Shared holdings
6
PVI covered by IBMN
4.09%
IBMN covered by PVI
4.09%

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.

PVI (Feb. 28, 2026)

SecurityWeight
NYC WTR-AA-24.47%
NEW YORK CITY NY HSG DEV CORP MF MTGE REVENUE3.90%
ORLANDO UTILS-B-REF3.90%
NY ST DORM AUTH REVS NONST SUPVAR-ROCKEFELLER UNIV-SER A3.90%
TXS 2.77 06/1/20463.29%
NEW YORK NY3.25%
Florida Keys Aqueduct Authority, Series 2008, Ref. VRD RB3.25%
District of Columbia (Tranche 3), Series 1998 A, VRD RB3.01%
Emmaus (Borough of), PA General Authority, Series 1996, VRD RB2.60%
NYC TRAN FIN AUTH-C-42.28%
CTSHSG 2.77 11/15/20502.28%
Illinois Finance Authority, Series 2008, RB2.18%
HOUSTON TX UTILITY SYS REVENUE CITY OF HOUSTON TX COMBINED UTILITY SYSTEM REVENUE1.63%
West Palm Beach (City of), FL, Series 2008 C, VRD RB1.63%
Board of Regents of the University of Texas System, Series 2008 B, VRD RB1.63%
Halifax Hospital Medical Center, Series 2008, Ref. VRD RB1.63%
NYC HSG DEV CORP F-31.63%
Harris County Cultural Education Facilities Finance Corp. (Texas Children's Hospital), Series 2015, VRD RB1.30%
NYC TRANS FIN AUTH-B41.30%
NC CHAMED 01/15/20381.30%
State of California1.25%
NYC GO 15F-6 Q=JP V1+1.09%
Cleveland (City of) & Cuyahoga (County of), OH Port Authority (Museum of Art), Series 2005 D, VRD RB0.98%
Louisville (City of) & Jefferson (County of), KY Metropolitan Government (Norton Healthcare, Inc.), Series 2013, RB0.98%
Tennessee (State of), Series 2021, GO Bonds0.89%
Houston (City of), TX, Series 2012, RB0.89%
State of Louisiana Gasoline & Fuels Tax Revenue0.73%
NYC WTR AA 2 Q=JP V10.73%
NYC-D4-ADJ0.72%
State of Ohio, Series 2019, RB0.65%
NYSHSG 2.77 11/15/20360.65%
CITY OF MINNEAPOLIS M VAR0.65%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Variable Rate Series 20200.65%
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS VAR 06/15/20500.65%
OAKLAND UNIV MI REVENUE0.65%
Iowa Finance Authority, Series 2018, RB0.65%
MASSACHUSETTS ST DEV FIN AGY REVENUE0.65%
Wisconsin (State of) Housing & Economic Development Authority, Series 2015 C, VRD RB0.65%
Massachusetts Development Finance Agency, Series 2024 U-10.65%
Wisconsin (State of) Health & Educational Facilities Authority (Aspirus Wausau Hospital), Series 2004, VRD RB0.65%
New Hampshire (State of) Business Finance Authority, Series 2024, VRD RB0.65%
Public Building Authority of Blount County Tennessee (The), Series 2003, RB0.63%
DELAWARE VLY REGL FIN0.63%
Louisiana Public Facilities Authority, Series 2017, RB0.55%
Tarrant County Cultural Education Facilities Finance Corp0.52%
County of Clark Department of Aviation, Series 2008, RB0.52%
BAY AREA TOLL AUTHORITY FRN 04-01-550.52%
Sevier (County of), TN Public Building Authority (The), Series 2004, RB0.50%
Illinois Finance Authority, Series 2006, RB0.49%
County of Shelby TN0.49%

IBMN (Oct. 31, 2025)

SecurityWeight
City of Seattle, Series 2023B6.73%
Rhode Island Health & Educational Building Corp., Series 2005A3.93%
UNIV OF MICHIGAN MI VARIABLE-GEN-SER A3.93%
HOUSTON TX UTILITY SYS REVENUE CITY OF HOUSTON TX COMBINED UTILITY SYSTEM REVENUE3.93%
Orange County Water District, Series 2003A3.40%
Arizona Board of Regents, Series 2025C3.06%
OHIO ST UNIV-D-2-REF2.92%
Long Island Power Authority, Series 2023D2.62%
WA KINUTL 01/01/20422.62%
OHIO ST UNIV REGD V/R B/E 2.150000002.62%
DT OF COLUMBIA-C-22.62%
NYC MUNI WTR FIN-BB42.23%
Massachusetts Water Resources Authority, Series 2025E1.96%
MET TRANSPRTN AUTH NY REVENUE METROPOLITAN TRANSPORTATION AUTHORITY1.91%
BATTERY PARK NY 19D1 Q=TD V11.83%
BATTERY PARK CITY NY AUTH BATTERY PARK CITY AUTHORITY1.77%
COLORADO ST BRD OF GOVERNORS UNIV ENTERPRISE SYS REVENUE1.70%
Pennsylvania Turnpike Commission, Series 2023B1.57%
City of Colorado Springs Utilities System, Series 2005A1.57%
MA ST DEPT TRANSPRTN1.49%
NYC VAR-SUBSER L-31.47%
NYC-F-51.41%
Metropolitan Transportation Authority, Series 2012G-21.31%
TRIBOROUGH BRIDGE-B2A1.31%
NYC TRANSTNL FIN-A41.31%
Pennsylvania Turnpike Commission, Series 2020A1.31%
NYC TRANS FIN AUTH-C41.31%
NYC W/S ADJ-2ND-CC-11.31%
MA TRANSN-VAR-SR-A11.17%
University of Delaware, Series 2024B1.07%
District of Columbia Water & Sewer Authority, Series 2024B, Sub-Series B-10.97%
NYC TRANSITIONAL A-20.89%
HOUSTON TX UTILITY SYS REVENUE REGD V/R B/E 3.450000000.87%
NYC WTR-AA-20.83%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Variable Rate Series 20200.81%
PORT TACOMA WASH REV SUB LIEN BDS VAR, Due 12/01/20440.79%
Pennsylvania Turnpike Commission, Series 2019-20.79%
MET TRANSPRTN-E30.67%
Massachusetts School Building Authority, Series 2016A0.65%
State of Illinois, Series D0.62%
WISCONSIN ST0.58%
South Carolina Public Service Authority, Series 2025B0.53%
Dallas Area Rapid Transit, Series 20190.53%
City of Cincinnati Water System, Series B0.52%
Will (County of), IL, Series 2016, GO Bonds0.52%
MET TRANSPRTN AUTH-A20.52%
COLORADO SPRINGS CO UTILITIES REVENUE0.45%
TRIBOROUGH NY BRIDGE & TUNNEL AUTH REVENUES0.44%
PREREF CENTRL PUGET SOUND WA REGL TRA REGD B/E PREREFUNDED 11/01/25 @ 100 5.000000000.40%
NJ ECON DEV AUTH-A0.31%

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