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WITAX vs CPLB

Shared holdings
1
WITAX covered by CPLB
3.03%
CPLB covered by WITAX
3.03%

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.

WITAX (March 31, 2026)

SecurityWeight
US TREASURY N/B5.86%
IPMI 3 LLC 3.900%, Due 12/01/20284.92%
IOWA FIN AUTH SINGLE FAMILY MTG REV VAR, Due 1/1/20493.62%
UTAH HSG CORP TEMS 2021 2.5%, DUE 8/21/513.03%
Tarrant County Cultural Education Facilities Finance Corp., Baylor Scott and White Health Project, Series 2024B2.99%
PUBLIC FIN AUTH WI EDUCTNL FAC REVENUE2.69%
Tarrant County Cultural Education Facilities Finance Corp., Series 2011C2.69%
KNOXVILLE TN CMNTY DEV CORP MF REVENUE2.68%
NY LSLPWR 09/01/20512.60%
CT ST HLTH & EDU-A-42.48%
DOUGLAS CNTY NEB SAN & IMPT DIST NO 425 4.9%, Due 11/1/20332.45%
NYC MUNI WTR FIN-BB-22.39%
GEORGIA POWER CO 1.8% 09-01-292.16%
NEW HAMPSHIRE ST HSG FIN AUTH SINGLE FAMILY 6%, DUE 07/01/20512.09%
SOUTH CAROLINA ST JOBS-ECON DEV AUTH SOL WST DISP REVENUE1.79%
NASHVILLE & DAVIDSON1.70%
SOUTHERN BOONE CNTY MO R-I SCHDIST GO BLDG 6%, Due 3/1/20441.70%
OHIO ST HSG FIN AGY RSDL MTGE REVENUE1.70%
NYC HSG DEV CORP-F-2A1.50%
King County Public Hospital District No 2, Series 2024, GO Bonds1.49%
Dallas Fort Worth International Airport 5.25%, DUE 11/1/20441.46%
NEVADA HSG DIV SINGLE FAMILY MTG REV 7%, Due 4/1/20491.42%
City of Fort Worth TX 5.5%, DUE 3/1/20441.40%
RALEIGH N C HSG AUTH MULTIFAMILY REV BDS 2025 VAR, Due 01/01/20441.33%
FED HOME LN MTG CORP MULTIFAMILY VAR RATE CTFS VAR 11/25/20421.22%
FLORIDA ST HSG FIN CORP MF MTGE REVENUE1.20%
KING CNTY WA SWR REVENUE COUNTY OF KING WA SEWER REVENUE1.20%
State of Ohio1.20%
MS ST HOME SF 5.50% 6/1/20451.18%
ILLINOIS ST FIN AUTH REVENUE REGD V/R B/E 3.789000001.16%
Denver Urban Renewal Authority, Colorado, Tax Increment Revenue Bonds, 9th and Colorado Urban Redevelopement Area, Series 2018A1.14%
NEBRASKA ST INVESTMENT FIN AUT NE INVESTMENT FIN AUT1.06%
SAN ANTONIO TX ELEC GAS REVE SANUTL 12/45 ADJUSTABLE VAR1.04%
GEORGIA POWER CO 2.2% 10-01-321.01%
Nevada Housing Division0.97%
LA PAZ CNTY INDL DEV AUTHARPT FACS 7.000% Due 11/15/20380.93%
Chambers County Texas Impt Dist #1 2.0%, Due 09/01/20270.86%
Chambers County Texas Impt Dist #1 2.0%, Due 09/01/20280.83%
Chambers County Texas Impt Dist #1 2.0%, Due 09/01/20290.81%
DALLAS-FORT WORTH TX INTERNATIONAL ARPT REVENUE0.81%
State of NY Mortgage Agency Homeowner Mortgage Rev 3%, DUE 10/01/20390.71%
COLUMBUS HSG RE 3.19% 6/1/2044 MT0.66%
City of Austin TX 5%, DUE 09/01/20430.65%
UT UTSMFH 03/01/20450.64%
ORLANDO UTILITIES COM VAR0.63%
WYOMING CMNTY DEV AUTH HSG 3.2%, Due 12/10/20410.62%
MHP LEE I LLC (MPT) 3.5% 12-01-420.60%
TRIBOROUGH NY BRIDGE & TUNNEL AUTH PAYROLL MOBILITY TAX0.60%
Village Community Development District No 70.57%
EHOVE Joint Vocational School District 5.5%, DUE 12/1/20410.57%

CPLB (Jan. 31, 2026)

SecurityWeight
DREYFUS GOVT CASH MGMT FUND3.17%
US TREASURY N/B3.03%
US TREASURY N/B2.78%
US TREASURY N/B1.60%
US TREASURY N/B1.58%
US TREASURY N/B1.42%
BLACKROCK TREASURY TRUST1.33%
RCKT Mortgage Trust, Series 2021-5, Class A11.15%
FR SD82430.74%
UMBS, 30 Year0.60%
Bridgecrest Lending Auto Securitization Trust, Series 2024-1, Class D0.50%
HFC PRESTIGE PRODUCTS INC/HFC PRESTIGE INTERNATIONAL US LLC 4.75% 01/15/2029 144A0.46%
Fannie Mae Connecticut Avenue Securities0.44%
FR SD82570.43%
UMBS, 30 Year0.42%
FHMS K758 A20.42%
EVERGY KANSAS0.41%
NATIONAL FUEL GA0.39%
BPCE0.39%
J.P. Morgan Mortgage Trust, Series 2021-4, Class B10.39%
Commercial Mortgage Trust, Series 2016-DC2, Class D0.37%
NSANY 1.85 09/16/260.37%
FNMA Connecticut Avenue Securities Trust, Series 2020-SBT1, Class 1B10.36%
BANK, Series 2020-BN25, Class D0.36%
Citigroup Commercial Mortgage Trust, Series 2018-B2, Class D0.35%
COOPERATIEVE RABOBANK UA 3.649%/VAR 04/06/2028 144A0.34%
COLUMBIA PIPELINES OPERATING CO LLC 5.962% 02/15/2055 144A0.33%
TransDigm, Inc.0.33%
STACR 2025-HQA1 M20.33%
FR SD82200.33%
MSC 2014-150E A0.32%
DELTA/SKYMILES0.32%
SEASONED CREDIT RISK TRANSFER TRUST SERIES 2025-1 SER 2025-1 CL MTU 3.250000000.31%
ALGONQUIN POWER0.31%
NATIONWIDE BUILDING SOC(UNGTD) 2.972%/VAR 02/16/2028 144A0.31%
BLACK HILLS CORP0.31%
UMBS Pool, 30 Year0.31%
NCMF Trust, Series 2025-MFS, Class D0.31%
Jazz Securities DAC0.30%
Avolon Holdings Funding Ltd.0.30%
MORGAN STANLEY0.30%
Government National Mortgage Association0.30%
Benchmark Mortgage Trust, Series 2019-B9, Class C0.30%
Federal National Mortgage Association Connecticut Avenue Securities Trust0.30%
MARB BONDCO PLC COMPANY GUAR 144A 01/31 3.950.30%
HYATT HOTELS0.30%
STACR 2020-HQA1 B2 144A FRN 01-25-500.30%
GLP CAP/FIN II0.29%
NGGLN 4.866 08/05/32 144A0.29%
Eagle Funding LuxCo S.a.r.l.0.29%

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