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STAYX vs PRFD

Shared holdings
41
STAYX covered by PRFD
10.79%
PRFD covered by STAYX
10.79%

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.

STAYX (Feb. 28, 2026)

SecurityWeight
U.S. Treasury Bills1.74%
Puerto Rico, General Obligation Bonds, Clawback Highway Transportation Authority Claims Taxable Series 20221.48%
TX WTR DEV BRD-A -REV1.33%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000001.32%
U.S. Treasury Bills1.22%
TAKE BACK & EXIT FACILITY RATE 8.5 MATURITY DATE 10/21/20271.14%
North Fort Bend Water Authority, Series 2019, RB1.02%
Puerto Rico, GDB Debt Recovery Authority Commonwealth Bonds, Taxable Series 20181.01%
M-S-R Energy Authority, Series 2009 C0.90%
TOBACCO SETTLEMENT FIN AUTH WV TOBGEN 06/47 ZEROCPNOID 00.86%
TOBACCO SETTLEMENT FING CORP R TOBGEN 06/50 FIXED 50.85%
Australia and New Zealand Banking Group Ltd.0.85%
FHLMC Multifamily VRD Certificates0.82%
TOLL ROAD INV PART II INSURED 144A 02/43 0.000000.79%
Puerto Rico Electric Power Authority, Series UU0.78%
OH BUCGEN 5 06/01/20550.78%
CALIFORNIA HSG FIN AGY LTD OBL VARIABLE-REF-VOSE APARTMENTS-K0.78%
U.S. Treasury Bills0.75%
USB V3.7 PERP0.75%
FRETE-A-ML200.73%
AXP 3.55 PERP0.73%
MUNI ELEC AUTH OF GA REGD B/E 5.500000000.69%
PUERTO RICO SALES TAX FING COR REGD ZCP OID B/E 0.000000000.68%
VIRGINIA ST SMALL BUSINESS FIN VIRGINIA SMALL BUSINESS FINANCING AUTHORITY0.67%
UBS Group AG0.67%
Goldman Sachs Group, Inc. (The), Series X0.66%
CSCDA Community Improvement Authority, Series 2022 A0.65%
COF V3.95 PERP M0.64%
LLOYDS BANKING GROUP PLC JR SUBORDINA 12/99 VAR0.64%
FREDDIE MAC MULTIFAMILY ML CERTIFICATES SER 2023-ML19 CL AUS V/R 3.996084000.64%
PENNSYLVANIA ST ECON DEV FING REGD OID B/E AMT 5.250000000.62%
WI PUBTRN 5.75 12/31/20650.61%
FRETE ML-15 TRUST0.59%
New York Counties Tobacco Trust IV, Series 2005 E, RB0.59%
JPMorgan Chase & Co., Series NN0.58%
Detroit, Wayne County, Michigan, General Obligation Bonds, Financial Recovery Series 2014B-10.57%
CALIFORNIA HSG FIN AGY LTD OBL CALIFORNIA HOUSING FINANCE AGENCY0.57%
PREREF IOWA ST FIN AUTH MIDWSTRN DISA REGD V/R B/E PREREFUNDED 12/01/32 @ 100 4.000000000.57%
ING Groep NV (pfd) 5.75% 11/16/2174 Perpetual0.56%
Royal Bank of Canada0.56%
BNP V7.75 PERP 144A0.56%
UNITED AIRLINES INC 5.5% 07-15-350.55%
BENLOCH RANCH IMPROV SR UNSECURED 144A 12/51 100.54%
PUERTO RICO SALES TAX FING COR REGD OID B/E 5.000000000.54%
CORPBOND0.52%
STANDARD CHARTERED PLC 144A 7.014000% MATURITY: PERPETUAL0.51%
NY TRNSPRTN DEV-AMT0.51%
Huntington Bancshares, Inc. Series G, 4.450%, to 10/15/20270.51%
MISSOURI ST DEV FIN BRD MOSDEV 05/55 FIXED OID 5.250.51%
TORONTO DOM BANK0.51%

PRFD (March 31, 2026)

SecurityWeight
US ULTRA BOND CBT Sep252.43%
JPMorgan Chase & Co., Series OO1.85%
Royal Bank of Canada1.75%
Bank of America Corp., Series FF1.72%
Wells Fargo & Co.1.66%
C V6.95 PERP FF1.62%
ENBRIDGE INC SUBORDINATED 07/80 VAR1.41%
BARCLAYS PLC REGD V/R /PERP/ 8.000000001.24%
BP CAPITAL PLC1.20%
NWG 8 1/8 PERP1.19%
Bank of America Corp.1.18%
CM V6.95 01/28/851.15%
METLIFE CAPITAL TRUST IV PFD 144A LIFE JR SUB (H) 7.875% 12-15-67/371.14%
C V6.625 PERP1.10%
Goldman Sachs Group, Inc. (The), Series X1.04%
SANTAN 9 5/8 PERP1.04%
ELECTRICITE DE FRANCE T5Y+NA PERP 144A0.99%
Nippon Life Insurance Co.0.98%
STT V6.7 PERP I0.97%
BBVASM V8.125 01/08/39 144A0.95%
SEMPRA0.94%
NEXTERA ENERGY0.93%
ET V7.125 PERP G0.92%
COMMERZBANK AG JR SUBORDINA REGS 12/99 VAR0.92%
TORONTO DOM BANK0.89%
Citigroup Inc., Series DD0.88%
TRANSCANADA TRUST REGD V/R 5.600000000.85%
LIBMUT V4.125 12/15/51 144A0.83%
Vodafone Group Public Limited Company0.82%
DNB BANK ASA DNB BANK ASA0.82%
LLOYDS BANKING GROUP PLC JR SUBORDINA 12/99 VAR0.81%
TRANSCANADA TRUST REGD V/R 5.500000000.79%
COF V3.95 PERP M0.79%
COMPEER FINANCIAL ACA REGD V/R /PERP/ 144A P/P SER QIB 7.875000000.77%
PRUDENTIAL FIN0.76%
BNS V7.35 04/27/850.76%
SCHW V4 PERP H0.76%
Credit Agricole SA0.76%
BANCO MERCANTIL DE NORTE JR SUBORDINA REGS 12/99 VAR0.75%
ING GROEP NV JR SUBORDINA 12/99 VAR0.75%
HUNTINGTON BANCSHARES JR SUBORDINA 12/99 VAR0.74%
ING GROEP NV JR SUBORDINA REGS 12/49 VAR0.74%
Bank of Montreal0.72%
AXP 3.55 PERP0.69%
DOMINION ENERGY0.65%
SEMPRA0.63%
UBS GROUP AG JR SUBORDINA REGS 12/99 VAR0.62%
NEXTERA ENERGY0.61%
CRBG V6.875 PERP0.61%
DOMINION ENERGY0.61%

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