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QBDAX vs HTFIX

Shared holdings
3
QBDAX covered by HTFIX
14.19%
HTFIX covered by QBDAX
14.19%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 46 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

QBDAX (March 31, 2026)

SecurityWeight
iShares 1-3 Yr Treas21.88%
ISHARES 7-10 YEAR TSY. BD9.36%
FRST AM-GV OB-Z7.33%
MONEYMKT7.33%
State Street SPDR Bloomberg Convertible Securities ETF7.24%
WisdomTree US LargeCap Dividend Fund6.90%
Invesco Emerging Markets Sovereign Debt ETF6.89%
Alerian MLP ETF4.75%
OPTION3.66%
ISHARES MBS ETF MUTUAL FUND3.26%
State Street SPDR Nuveen ICE Municipal Bond ETF3.24%
V/E INT MUNI3.24%
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund1.62%
ISHARES FLOATING RATE BOND ETF1.62%
PRO SHORT 20+TSY1.60%
SERVICE CORP INTERNATIONAL INC0.35%
SIMON PROPERTY0.35%
AFLAC INC0.35%
PEPSICO INC0.35%
SYSCO CORP0.34%
ELLINGTON FINANCIAL INC0.34%
WASTE MANAGEMENT INC0.34%
COCA-COLA CO/THE0.34%
MOTOROLA SOLUTIONS INC0.34%
ARCH CAPITAL GRP0.34%
APPLE INC0.34%
PROCTER & GAMBLE0.34%
COLGATE-PALMOLIVE CO0.34%
GLOBE LIFE INC0.34%
AMERICAN FINL GROUP INC OHIO0.33%
SEI INVESTMENTS0.33%
MICROSOFT CORP0.33%
ALLEGION PLC0.33%
MASTERCARD INC CL A0.33%
MUELLER INDUSTRIES INC0.33%
UNION PACIFIC CORP0.33%
ROSS STORES INC0.33%
VERALTO CORP0.33%
FEDERATED HERMES INC0.32%
TJX COS INC0.32%
ILLINOIS TOOL WORKS INC0.32%
AUTOMATIC DATA PROCESSING INC0.32%
CINTAS CORP0.32%
ANNALY CAPITAL MGMT INC REIT0.32%
LAMAR ADVERTISING CO CL A0.31%
ZCS BRL 14.0087 05/12/25-01/04/27 CME0.09%

HTFIX (Feb. 28, 2026)

SecurityWeight
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF CL USD INC 0.0000000021.64%
FRST AM-GV OB-X21.05%
V/E F ANGL HI YL17.09%
State Street SPDR Bloomberg Convertible Securities ETF11.78%
iShares US Preferred Stock ETF7.93%
iShares JP Morgan USD Em Mkts Bd ETF6.78%
ISHARES 7-10 YEAR TSY. BD4.42%
VANGUARD TOTAL INTERNATIONAL BOND ETF2.54%
OPTION2.53%
iShares Trust IBOXX USD INVST GRADE CORP2.52%
C&S PREF & INCOME ACTIVE ETF MUTUAL FUND1.72%

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