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TAXS vs IBMP

Shared holdings
102
TAXS covered by IBMP
5.27%
IBMP covered by TAXS
5.27%

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.

TAXS (March 31, 2026)

SecurityWeight
Indiana (State of) Finance Authority (CWA Authority), Series 2021, Ref. RB0.39%
Duval County Public Schools, Series 2022A0.37%
SOUTHEAST ENERGY AUTH VAR0.36%
District of Columbia Water & Sewer Authority, Series 2024 A, Ref. RB0.36%
OHIO WTR DEV AUTH-A0.34%
State of Minnesota, Series 2022A0.32%
SOUTHEAST ENERGY-F0.32%
KENTUCKY ST PROPERTY & BLDGS COMMISSION REVENUES0.32%
OH WTR DEV AUTH0.32%
GREAT LAKES WTR -A0.32%
IDAHO ST BLDG AUTH-A0.32%
Washington Metropolitan Area Transit Authority, Series A-10.32%
Southeastern Pennsylvania Transportation Authority, Series 20220.32%
Lamar Consolidated Independent School District, Series 2024A0.31%
State of Ohio, Series 2018V0.31%
School District of Broward County, Series A0.28%
School District of Broward County, Series 2016A0.28%
Ector County Independent School District, Series 2024A0.27%
NORTH EAST TX INDEP SCH DIST0.27%
State of Minnesota, Series 2020A0.27%
California (State of) Community Choice Financing Authority (Clean Energy) (Green Bonds), Series 2023, RB0.27%
HOUSTON TX ARPT SYS REVENUE REGD N/C B/E 5.000000000.27%
District of Columbia, Series 2019 C, Ref. RB0.26%
TX TRANSPRTN COMM-REF0.26%
Utah Transit Authority, Series 20160.26%
ALABAMA ST HIGHWAY AUTH SPL OBLIG REVENUE0.26%
Sales Tax Securitization Corp., Series 2020 A, Ref. RB0.26%
State of Delaware, Series 20250.26%
UNIV OF CALIFORNIA CA REVENUES REGD N/C B/E 5.000000000.26%
Spokane County School District No. 81 Spokane, Series 20210.26%
Wyandotte County Unified School District No. 500, Series A0.26%
King County School District No. 412 Shoreline, Series 2021A0.26%
PREREF ORANGE CNTY FL SCH BRD COPS REGD B/E PREREFUNDED 08/01/26 @ 100 5.000000000.26%
Texas Water Development Board, Series 20210.26%
Illinois Finance Authority, Series 2017, RB0.26%
UTAH ST REGD N/C B/E 5.000000000.26%
County of King, Series 2016B0.26%
School District of Broward County, Series 2016A0.26%
Delaware Transportation Authority, Series 20200.26%
WISCONSIN ST TRANSPRT0.26%
Palm Beach County School District, Series 2018 C, Ref. COP0.26%
SAN ANTONIO TX ELEC & GAS REVENUE0.26%
Clark County School District, Series 2024B0.26%
TX UNIV SYS-A-REF0.26%
INDIANA ST FIN AUTH HIGHWAY REVENUE0.26%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Series 2022A-10.26%
BLACK BELT ENERGY GAS DIST AL GAS PROJECT REVENUE0.25%
MAIN STR NAT GA(RCC) 5% 9/1/30MT 530.25%
City of Charlotte Water & Sewer System, Series 2022A0.25%
County of Clark, Series 2019E0.25%

IBMP (Jan. 31, 2026)

SecurityWeight
STATE OF CALIFORNIA 5.0% 04-01-270.48%
State of Michigan, Series 20160.45%
University of California, Series 2025, RB0.43%
BLKR-LI MUNI-INS0.41%
GEISINGER PA AUTH HLTH SYS REV GEISINGER AUTHORITY0.39%
State of New Jersey, Series 2020A0.35%
El Camino Community College District Fountation (The), Series 2012C0.35%
NJ TRANSPRTN TRUST-A0.35%
City of Boston, Series 2015A0.35%
CALIFORNIA ST HLTH FACS FING AUTH REVENUE0.34%
District of Columbia, Series 2019 C, Ref. RB0.31%
Round Rock Independent School District, Series 2019 A, Ref. GO Bonds0.31%
State of Illinois, Series D0.30%
Triborough Bridge & Tunnel Authority, Series 2021C20.30%
SCAGO Educational Facilities Corp. for Pickens School District, Series 20250.29%
State of California 5.00% 04/01/20270.27%
Florida (State of) Department of Environmental Protection (FL Forever), Series 2016 A, Ref. RB0.26%
NY ST HSG FIN AGY-D-20.26%
MET TRANSPRTN AUTH NY0.26%
Lansing Board of Water & Light, Series 2026B0.26%
MIAMI-DADE WTSW 5% 10/1/20270.25%
NEW JERSEY ST ECON DEV AUTH RE REGD N/C B/E 5.000000000.25%
MI FIN AUTH-A-REF0.25%
Dallas (City of), TX Area Rapid Transit, Series 2019, Ref. RB0.25%
Bay Area Toll Authority, Series 2017S-70.25%
Ohio Water Development Authority, Series 2019A0.24%
Alabama (State of) Public School & College Authority (Social Bonds), Series 2020 A, Ref. RB0.24%
Omaha Public Power District, Series 2016A0.24%
COLORADO ST HLTH FACS0.24%
Grand River Dam Authority, Series 2016 A, Ref. RB0.24%
PREREF ALABAMA FEDERAL AID HIGHWAY FI REGD B/E PREREFUNDED 09/01/27 @ 100 5.000000000.23%
ILL ST TOLL 5% 1/1/20270.23%
NYC TRANSITIONAL FIN0.23%
NEW YORK NY0.23%
FLORIDA INSURANCE ASSISTANCE INTERLOCAL AGY0.22%
State of Minnesota, Series 2021A0.22%
PENNSYLVANIA ST0.22%
E-470 Public Highway Authority, Series 2004A0.22%
Indiana (State of) Finance Authority (CWA Authority), Series 2021, Ref. RB0.22%
NJ EDA REV 4% 11/1/20270.22%
UNIV OF WASHINGTON WA UNIV REV REGD V/R B/E 4.000000000.21%
Pflugerville Independent School District, Series 2019A0.21%
RI COMMERCE CORP-B0.20%
Northside Independent School District, Series 20210.20%
New Jersey Transportation Trust Fund Authority, Series 2022AA0.20%
Pennsylvania (Commonwealth of), First Series 2017, Ref. GO Bonds0.20%
VIRGINIA ST CLG BLDG AUTH EDUCTNL FACS REVENUE 21ST CENTURY0.19%
Los Angeles (County of), CA Metropolitan Transportation Authority (Green Bonds), Series 2020 A, RB0.19%
ILLINOIS ST TOLL HIGHWAY AUTH0.19%
NEW YORK NY REGD N/C B/E 5.000000000.19%

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