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ULTIX vs USBLX

Shared holdings
132
ULTIX covered by USBLX
14.27%
USBLX covered by ULTIX
14.27%

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.

ULTIX (Feb. 28, 2026)

SecurityWeight
REGL TRANSPRTN AUTH IL REGIONAL TRANSPORTATION AUTHORITY2.61%
MIAMI-DADE CO WTR&SWR1.33%
MISSOURI DEVELOPMENT FINANCE BOARD1.04%
TX ST TPK AUTH-CAB-A1.03%
MIDLOTHIAN INDEPENDENT SCHOOL DISTRICT0.96%
Harris (County of), TX Hospital District, Series 2016, RB0.93%
CENTRL PLAINS ENERGY PROJ NE G CENTRAL PLAINS ENERGY PROJECT0.92%
SANGAMON COUNTY WATER R0.86%
NJ TRANSP 4% 6/15/20500.85%
IL ST FIN AUTH-A-REF0.77%
GNSVLL and HLL GA 4% 2/15/20450.76%
LEE FL IDA HLTH 5% 11/15/20490.76%
LAS VEGAS CONVENTION VISITORS AUTHORITY0.73%
IDEA PUBLIC SCHOOLS PSF-GTD 4.0% 08-15-440.66%
SANTA ANA UNIFIED SCHOOL DISTRICT0.65%
VILLAGE OF ROSEMONT IL0.63%
MASS DEVEL FIN 5% 7/1/20530.63%
PINAL CNTY AZ ELEC DIST 30.62%
Wisconsin (State of) Public Finance Authority (Wakemed Hospital), Series 2019 A, Ref. RB0.62%
PORT PORT ARTHUR TEX NAV DIST MOTIVA ENTERPRISES-C0.61%
LEHIGH VY HLTH NETWRK OBG0.61%
ARLINGTON HIGHER EDUCATION FINANCE CORP0.60%
Matagorda County Navigation District No. 1 (Aep Texas Central Co.), Series 2008, Ref. RB0.60%
COOK CY CCD508 5% 12/1/470.60%
Black Belt Energy Gas District, Series 2025 A0.60%
STATE OF ILLINOIS MCCORMICK PLACE EXPANSION PROJECT FUND 5.0% 06-15-500.59%
OKLAHOMA MUNICIPAL POWER AUTHORITY0.59%
SAN YSIDRO SCHOOL DISTRICT0.59%
SAN YSIDRO SCHOOL DISTRICT0.59%
IDEA PUBLIC SCHOOLS PSF-GTD 5.0% 08-15-480.59%
KING COUNTY PUBLIC HOSPITAL DISTRICT NO 10.58%
Pennsylvania Turnpike Commission, Turnpike Revenue Bonds, Subordinate Series 2017B-10.57%
Ross (County of), OH (Adena Health System Obligated Group), Series 2019, Ref. RB0.56%
NTHRN IL MUNI PWR AGY PWR PROJ REVENUE0.56%
TARRANT RETIRE 5% 11/15/20460.55%
MO MOSMED 4 02/01/20480.53%
CUYAHOGA HOSP 4.75% 2/15/20470.52%
NEW MEXICO ST HOSP EQUIPMENT LOAN COUNCIL 1ST MTGE REVENUE0.50%
COUNTY OF COOK IL SALES TAX REVENUE0.50%
Louisiana (State of) Public Facilities Authority (Provident Group-Flagship Properties LLC- Louisiana State University Nicholson Gateway)0.49%
Louisiana Local Government Environmental Facilities and Community Development Authority, Revenue Bonds, Louisiana Tech University Student Housing/Inno0.48%
PORT OF PORT ARTHUR TX NAV DIST0.47%
BEXAR COUNTY HEALTH FACILITIES DEVELOPMENT CORP0.46%
STOCKTON UNIFIED SCHOOL DISTRICT0.45%
ARLINGTON HIGHER EDUCATION FINANCE CORP0.45%
Ward County Health Care, North Dakota, Revenue Bonds, Trinity Obligated Group, Series 2017C0.44%
ILLINOIS ST FIN AUTH REVENUE0.44%
JEFF LA TAX 4% 12/1/20420.44%
THOMAS JEFFERSON UNIVERSITY OBLIGATED GROUP 4.0% 05-01-520.44%
Richmond Hospital Authority, Series 2015 A0.44%

USBLX (Feb. 28, 2026)

SecurityWeight
NVIDIA CORP3.35%
APPLE INC3.00%
MICROSOFT CORP2.21%
NYC WTR VAR 6/15/20331.73%
AMAZON.COM INC1.57%
ALPHABET INC CL A1.48%
BROADCOM INC1.17%
META PLATFORMS INC CL A1.08%
ALPHABET INC CL C1.03%
TESLA INC0.98%
GA PWR - SOUTHERN CO 18-1 V10.84%
NEW YORK NY REGD V/R B/E 2.650000000.83%
PORT PORT ARTHUR TX NAV DIST VAR-MOTIVA ENTERPRISES PJ-A0.77%
BERKSHIRE HATH-B0.72%
JPMORGAN CHASE and CO0.71%
LILLY ELI and CO0.71%
DEVELOPMENT AUTHORITY OF APPLING COUNTY0.62%
TNDR-FLTRS-DBE81590.59%
TNDR FLTRS-DBE81580.55%
PRT ARTHR TX MTVA10E Q=SELF V70.50%
EXXON MOBIL CORP0.50%
iShares Core S&P 500 ETF0.50%
Tender Option Bond Trust Receipts/Certificates0.47%
PORT OF PORT ARTHUR TX NAV DIST0.47%
UNIV OF CALIFORNIA REVENUES UNVHGR 05/48 ADJUSTABLE VAR0.47%
VISA INC-CLASS A0.46%
INDIANA ST FIN AUTH HLTH FAC REVENUE0.46%
DEUTSCHE-SPEARS-81530.45%
JOHNSON&JOHNSON0.44%
UOFL HEALTH INC OBLIGATED GROUP 5.0% 05-15-520.44%
WALMART INC0.42%
WEST CONTRA COSTA UNIFIED SCHOOL DISTRICT0.39%
Public Energy Authority of Kentucky, Gas Supply Revenue Bonds, Series 2025B0.38%
NETFLIX INC0.36%
MICRON TECHNOLOGY INC0.36%
Energy Southeast Cooperative District, Alabama, Energy Supply Revenue Bonds, Series 2025B0.36%
CLIFTON TX HGR EDU FIN CORP EDU REVENUE0.36%
Fort Bend County, Texas, Toll Road Revenue Bonds, Senior Lien Series 20250.36%
GEORGIA HOUSING FINANCE AUTHORITY0.35%
ORANGE HLTH FACS-A0.35%
KENTUCKY ST MUNI ENERGY AGY PWR SYS REVENUE0.35%
Black Belt Energy Gas District, Series 2025 A0.35%
VOLUSIA COUNTY EDUCATIONAL FACILITY AUTHORITY0.34%
BANK OF AMERICA CORPORATION0.34%
CHICAGO IL BRD OF EDU REGD B/E 5.000000000.34%
Tarrant County Cultural Education Facilities, Texas, Finance Corporation Revenue Bonds, Christus Health, Refunding Series 2018B0.34%
COSTCO WHOLESALE CORP0.34%
Illinois Housing Development Authority, Revenue Bonds, Social Series 2024I0.33%
PROCTER & GAMBLE0.32%
MASTERCARD INC CL A0.32%

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