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SHORX vs SBLTX

Shared holdings
17
SHORX covered by SBLTX
2.76%
SBLTX covered by SHORX
2.76%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 49 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SHORX (April 30, 2026)

SecurityWeight
Metro, Series 20177.70%
State of Oregon6.29%
City of Eugene OR Electric Utility System Revenue5.70%
Washington & Clackamas Counties School District No. 23J Tigar, Series 2019, GO Bonds5.38%
Salem Hospital Facility Authority5.33%
OR FACS AUTH-B-REF5.10%
CLACKAMAS SD #124.60%
Lane County School District No 19 Springfield4.58%
PORT OF PORTLAND OR ARPT REVENUE4.56%
Polk Marion & Benton Counties School District No 13J Central3.96%
Port of Morrow OR3.37%
Oregon State University, Series 2024 A3.32%
Clackamas County School District No. 35 Molalla River, Series 20243.14%
OREGON ST UNIV GEN REVENUE2.76%
Eugene, Oregon, Water Utility System Revenue Bonds, Series 20232.63%
Oregon City School District No 622.62%
WASH M and Y ORE 1J 5% 6/15/20382.60%
OR ST BUS DEV C 3.8% MT2.58%
Port of Portland, Series 25 B2.57%
Oregon State Facilities Authority, Series 2015 C2.30%
OREGON ST HLTH & SCIENCE UNIV REVENUE2.17%
OR ST FACS 5% 6/1/20461.97%
HERMISTON OR1.76%
Salem Hospital Facility Authority, Series 20181.62%
Multnomah County School District No 401.55%
OR MFDMED 5 08/15/20451.32%
SALEM OR HOSP FAC AUTH REVENUE REGD B/E 4.000000001.22%
Multnomah County School District No 401.13%
Keizer, Oregon, General Obligation Assessment Bonds, Keizer Station Area A Local Improvement District, Series 20081.00%
Multnomah County School District No 400.95%
Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series A0.63%
WILLAMETTE VIEW OBLIGATED GROUP 5.0% 11-15-470.62%
State of Oregon Department of Transportation, Series 20240.57%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000000.49%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000000.41%
RESTRUCTURED-SER A10.37%
RESTRUCTURED-SER A-20.33%
RESTRUCTURED-SER A10.31%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.22%
PUERTO RICO SALES TAX FING CORP SALES TAX REVENUE0.11%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.550000000.05%
Puerto Rico, General Obligation Bonds, Vintage CW NT Claims Taxable Series 20220.03%
RESTRUCTURED-SER A10.02%
RESTRUCTURED-SER A10.01%
RESTRUCTURED-SER A10.01%
RESTRUCTURED-SER A10.01%
RESTRUCTURED-SER A10.01%
RESTRUCTURED-SER A10.01%
RESTRUCTURED-CABS-SER0.01%

SBLTX (March 31, 2026)

SecurityWeight
New York State Urban Development Corp. (Bidding Group 3), Series 2023 A, RB2.40%
NYC MUNI WTR FIN-AA-32.14%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2024, RB1.86%
New York Transportation Development Corporation, New York, Special Facilities Bonds, LaGuardia Airport Terminal B Redevelopment Project, Series 2016A1.77%
NOVANT HEALTH OBLIGATED GROUP 5.0% 12-01-351.77%
CALIFORNIA COMMUNITY VAR1.67%
TN TNSUTL 05/01/20531.51%
CHICAGO IL BOE 5% 12/1/20431.44%
Seattle (Port of), WA, Series 2022 B, Ref. RB1.19%
PENNSYLVANIA ST ECON DEV FING REGD B/E AMT 5.750000001.15%
State of Illinois, Series 2018A1.12%
MSRPWR 6.125 11/1/20291.06%
CALIFORNIA COMMUNITY VAR1.03%
County of Broward FL Port Facilities Revenue0.90%
State of Illinois, Series D0.85%
Public Energy Auth. of Kentucky Gas Supply Rev. Refg. C0.85%
Regional Transportation Authority0.84%
MAIN STR NAT GA 5% 12/1/2052 MT0.84%
STATE OF ILLINOIS MCCORMICK PLACE EXPANSION PROJECT FUND 4.0% 06-15-500.79%
CALIFORNIA COMMUNITY VAR0.75%
NY TRANSPRTN DEV -AMT0.74%
California Community Choice Financing Authority, Series B-10.74%
PUERTO RICO SALES TAX FING COR REGD OID B/E 4.750000000.72%
Puerto Rico Commonwealth Aqueduct & Sewer Authority, Series A0.68%
NY DORM AUTH-E0.67%
NY ST DORM DASNY PIT 19A 5.0% 03-15-400.66%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.66%
CENTRL TX REGL MOBILITY AUTH R REGD B/E 5.000000000.65%
CLARKSVL TN WTR 4% 2/1/20510.64%
Southeast Energy Authority, Alabama, Revenue Bonds, Cooperative District Energy Supply Series 2025B0.64%
TEXAS ST MUNI GAS ACQUISITION TXSUTL 12/30 FIXED 50.63%
IL CHI 5.5 01/01/20390.62%
NYS UDC 4% 3/15/450.61%
ELGIN TX ISD 4% 8/1/20490.60%
NY TRANSPRTN DEV -AMT0.56%
CHICAGO IL BRD OF EDU REGD B/E 5.000000000.56%
St. John the Baptist (Parish of), LA (Marathon Oil Corp.), Series 2017, Ref. RB0.56%
OH ST AIR QUALI 5% 7/1/20490.55%
INDIANA ST FIN AUTH ENVRNMNTL REGD B/E 1.400000000.54%
Jefferson (County of), AL, Series 2024, Ref. RB0.53%
State of Illinois, Series 2019B0.53%
MS MSSMED 10/01/20400.52%
RESTRUCTURED-SER A10.51%
Florida Atlantic University Finance Corp0.51%
PUERTO RICO SALES TAX FING COR PUERTO RICO SALES TAX FINANCING CORP SALES TAX REV0.51%
Chicago Transit Authority Sales Tax Receipts Fund, Series 2020 A0.51%
Energy Southeast A Cooperative District, Series B-10.51%
City of Austin TX Airport System Revenue0.51%
STATE OF ILLINOIS MCCORMICK PLACE EXPANSION PROJECT FUND 5.0% 06-15-500.50%
Southeast Alabama Gas Supply District/The0.49%

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