Nomura VIP Asset Strategy Series
Ivy Variable Insurance Portfolios

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
US TREASURY N/B 0 6,460,000 6,460,000 1.15% $6.36M
SPOTIFY TECHNOLOGY SA 0 12,083 12,083 1.06% $5.86M
SAIA INC 0 16,132 16,132 1.03% $5.67M
PNC FINANCIAL SERVICES GRP INC 0 25,683 25,683 0.97% $5.34M
SCHNEIDER ELECTR 0 16,634 16,634 0.82% $4.53M
SLB LTD 0 78,392 78,392 0.73% $4.03M
BARCLAYS PLC 0 764,391 764,391 0.72% $4.00M
SUNBELT RENTALS 0 60,187 60,187 0.69% $3.84M
SK HYNIX INC 0 6,386 6,386 0.66% $3.62M
CEMEX SAB-SP ADR 0 298,361 298,361 0.62% $3.41M
ESSILORLUXOTTICA 0 12,489 12,489 0.53% $2.91M
FN MA5823 0 2,390,034 2,390,034 0.44% $2.44M
VULCAN MATERIALS CO 0 7,882 7,882 0.39% $2.15M
U.S. Treasury Notes 0 1,615,000 1,615,000 0.29% $1.62M
FNMA 30YR 5% 03/01/2056#MA5997 0 1,636,367 1,636,367 0.29% $1.61M
US TREASURY N/B 0 1,615,000 1,615,000 0.29% $1.59M
LBTY 2026-225L A 0 1,350,000 1,350,000 0.24% $1.33M
CyrusOne Data Centers Issuer I LLC, Series 2024-2A, Class A2 0 1,000,000 1,000,000 0.18% $972.06K
LEXT 2026-450 A 0 840,000 840,000 0.15% $836.32K
IRV Trust, Series 2025-200P, Class A 0 825,000 825,000 0.15% $831.48K
Burgan Bank SAK 0 835,000 835,000 0.15% $812.90K
VALERO ENERGY 0 600,000 600,000 0.11% $591.69K
Fortitude Global Funding 4.63 10/06/2028 0 560,000 560,000 0.10% $554.55K
FNMA Connecticut Avenue Securities Trust, Series 2026-R01, Class 2M2 0 520,000 520,000 0.09% $519.99K
Freddie Mac STACR REMIC Trust 2026-DNA2 0 500,000 500,000 0.09% $499.06K
AERCAP IRELAND 0 480,000 480,000 0.09% $480.72K
Comision Federal de Electricidad 6.05 01/28/2034 0 490,000 490,000 0.09% $475.47K
HWDGRP 7.25 02/15/31 144A 0 409,000 409,000 0.07% $412.76K
GOLDMAN SACHS GP 0 420,000 420,000 0.07% $410.78K
Cyprium Corp / Cyprium Holdings Luxembourg Sarl 0 413,000 413,000 0.07% $408.18K
OLN 6.625 04/01/33 144A 0 414,000 414,000 0.07% $405.50K
Dhafrah Pv2 Energy Co. LLC 0 415,000 415,000 0.07% $403.47K
Ultra 10-Year U.S. Treasury Note Futures, Jun-2026,ETH 0 -199 -199 0.07% $400.62K
FWD GROUP HOLDINGS LTD SUBORDINATED 144A 09/30 5.252 0 400,000 400,000 0.07% $398.67K
ABBOTT LABS 0 405,000 405,000 0.07% $396.19K
BANCO DEL ESTADO DE CHILE 7.95%/VAR PERP 144A 0 375,000 375,000 0.07% $395.09K
VALE OVERSEAS LTD T5Y+NA 02/25/2056 144A 0 400,000 400,000 0.07% $394.00K
L BRANDS INC 0 400,000 400,000 0.07% $393.93K
Anglo American Capital PLC 0 400,000 400,000 0.07% $391.29K
JPMORGAN CHASE 0 395,000 395,000 0.07% $388.30K
Al Rajhi Sukuk Ltd. 0 395,000 395,000 0.07% $386.65K
LEIDOS INC 0 390,000 390,000 0.07% $377.20K
SALESFORCE INC 0 355,000 355,000 0.06% $354.58K
GOLDMAN SACHS GP 0 365,000 365,000 0.06% $352.78K
AT&T INC 0 345,000 345,000 0.06% $337.78K
FN MA5822 0 315,711 315,711 0.06% $317.30K
TRUST 2401 SR UNSECURED 144A 01/32 7.7 0 295,000 295,000 0.06% $315.85K
Fideicomiso Irrevocable 1721 0 325,000 325,000 0.06% $314.33K
Aldar Properties PJSC 0 325,000 325,000 0.05% $299.01K
Uniform Mortgage-Backed Securities 0 333,266 333,266 0.05% $293.34K
HONEYWELL AEROSP 0 295,000 295,000 0.05% $292.81K
ORACLE CORP 0 295,000 295,000 0.05% $283.77K
Fannie Mae Connecticut Avenue Securities 0 280,000 280,000 0.05% $281.22K
NOVARTIS CAPITAL 0 270,000 270,000 0.05% $269.46K
BANK OF AMER CRP 0 245,000 245,000 0.04% $241.99K
BPCE SA 0 250,000 250,000 0.04% $239.43K
GLP Capital LP / GLP Financing II Inc 0 240,000 240,000 0.04% $233.65K
ROYAL CARIBBEAN 0 240,000 240,000 0.04% $231.80K
MORGAN STANLEY 0 225,000 225,000 0.04% $221.28K
Rogers Communications Inc. 0 211,000 211,000 0.04% $216.05K
STACR 2026-DNA1 M2 0 210,000 210,000 0.04% $210.23K
WELLS FARGO CO 0 192,000 192,000 0.04% $207.95K
US TREASURY N/B 0 205,000 205,000 0.04% $203.27K
BFCM 4.541 01/15/31 144A 0 205,000 205,000 0.04% $202.26K
AMGEN INC 0 205,000 205,000 0.04% $201.50K
LLY 5.6 02/12/65 0 205,000 205,000 0.04% $200.78K
JBS 5.625 3/10/2037 0 200,000 200,000 0.04% $200.75K
HSBC Holdings PLC 0 200,000 200,000 0.04% $198.12K
HSBC Holdings PLC 0 200,000 200,000 0.04% $197.92K
ORANGE SA SR UNSECURED 144A 01/33 4.75 0 200,000 200,000 0.04% $197.84K
EATON CORP 0 200,000 200,000 0.04% $197.54K
ORANGE SA 144A LIFE SR UNSEC 5.0% 01-13-36 0 200,000 200,000 0.04% $196.52K
ORANGE SA 144A LIFE SR UNSEC 4.25% 01-13-31 0 200,000 200,000 0.04% $196.25K
ABBOTT LABS 0 200,000 200,000 0.04% $195.79K
ORACLE CORP 0 210,000 210,000 0.04% $195.05K
Morgan Stanley 0 195,000 195,000 0.04% $194.21K
Comision Federal de Electricidad 0 200,000 200,000 0.03% $193.00K
ABBVIE INC 0 195,000 195,000 0.03% $191.39K
Avolon Holdings Funding Ltd 0 190,000 190,000 0.03% $182.11K
FEDEX CORP 0 235,000 235,000 0.03% $177.23K
Aviation Capital Group, LLC 0 180,000 180,000 0.03% $173.92K
FEDEX FREIGHT HO 0 175,000 175,000 0.03% $170.74K
AMER ELEC PWR 0 165,000 165,000 0.03% $163.60K
BMO V4.439 01/14/32 J 0 165,000 165,000 0.03% $162.52K
HUNTINGTON BANCS 0 160,000 160,000 0.03% $156.22K
NOVARTIS CAPITAL 0 155,000 155,000 0.03% $155.00K
AMAZON.COM INC 0 155,000 155,000 0.03% $154.98K
NOVARTIS CAPITAL 0 150,000 150,000 0.03% $149.41K
CAN PAC RR CO 0 155,000 155,000 0.03% $148.48K
AMAZON.COM INC 0 145,000 145,000 0.03% $143.73K
CVS HEALTH CORP 0 165,000 165,000 0.03% $141.66K
ELI LILLY & CO 0 140,000 140,000 0.03% $139.99K
JEFFERIES GROUP 0 135,000 135,000 0.02% $137.75K
FEDEX FREIGHT HO 0 140,000 140,000 0.02% $135.50K
CHENIERE ENERGY 0 130,000 130,000 0.02% $128.72K
ELI LILLY & CO 0 130,000 130,000 0.02% $128.42K
Vistra Operations Company, LLC 0 130,000 130,000 0.02% $127.98K
UNION ELECTRIC 0 130,000 130,000 0.02% $125.55K
CONSTL ENRGY GEN 0 130,000 130,000 0.02% $124.90K
CATERPILLAR FINL 0 125,000 125,000 0.02% $123.88K
Takeoff Merger Sub Inc 0 125,000 125,000 0.02% $123.49K
WELLS FARGO CO 0 123,000 123,000 0.02% $119.87K
PNC FINANCIAL 0 120,000 120,000 0.02% $117.61K
NOVARTIS CAPITAL 0 110,000 110,000 0.02% $110.86K
MARRIOTT INTL 0 115,000 115,000 0.02% $109.38K
BLACKSTONE PRIVA 0 115,000 115,000 0.02% $109.31K
ENERGY TRANS 0 110,000 110,000 0.02% $108.42K
JBS/FOODS/FOOD 0 110,000 110,000 0.02% $107.97K
CONSTL ENRGY GEN 0 100,000 100,000 0.02% $99.24K
VST 5.35 01/31/36 144A 0 90,000 90,000 0.02% $88.10K
UNION ELECTRIC 0 90,000 90,000 0.02% $87.91K
UNITED TECH CORP 0 100,000 100,000 0.02% $85.19K
MARRIOTT INTL 0 85,000 85,000 0.01% $82.16K
SAN DIEGO G & E 0 80,000 80,000 0.01% $79.82K
HASBRO INC 0 80,000 80,000 0.01% $79.03K
JPMORGAN CHASE 0 80,000 80,000 0.01% $78.31K
ELI LILLY & CO 0 66,000 66,000 0.01% $66.05K
Takeoff Merger Sub Inc 0 60,000 60,000 0.01% $59.14K
HOUSTON TX HOTEL OCCUPANCY TAX & SPL REVENUE 0 55,000 55,000 0.01% $58.42K
HOUSTON TX HOTEL OCCUPANCY TAX & SPL REVENUE 0 40,000 40,000 0.01% $42.15K
ULTRA LONG TERM US TREASURY BOND FUTURE MAR25 0 3 3 0.00% -$9.85K
10-Year T-Note Futures, Jun-2026,ETH 0 20 20 -0.01% -$36.92K
5-Year T-Note Futures, Jun-2026,ETH 0 57 57 -0.01% -$78.50K
2-Year T-Note Futures, Jun-2026,ETH 0 97 97 -0.03% -$143.62K
30 YEAR US TREASURY BOND FUTURE MAR26 0 169 169 -0.10% -$525.51K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
US TREASURY N/B 15,520,000 0 -15,520,000 0.00% -$15.30M
HDFC BANK LTD 556,585 0 -556,585 0.00% -$6.15M
CSX CORP 169,214 0 -169,214 0.00% -$6.13M
Nomura Focused Emerging Markets Equity ETF 151,051 0 -151,051 0.00% -$6.07M
THERMO FISHER SCIENTIFIC INC 9,979 0 -9,979 0.00% -$5.78M
SIEMENS AG-REG 17,425 0 -17,425 0.00% -$4.88M
COCA-COLA CO/THE 51,749 0 -51,749 0.00% -$3.62M
BLUE OWL CAPITAL INC A 239,506 0 -239,506 0.00% -$3.58M
Ashtead Group PLC 51,603 0 -51,603 0.00% -$3.52M
XP, Inc., Class A 201,503 0 -201,503 0.00% -$3.30M
UNITY SOFTWARE INC 71,380 0 -71,380 0.00% -$3.15M
CAN NATURAL RES 82,441 0 -82,441 0.00% -$2.79M
FN FA0287 1,646,719 0 -1,646,719 0.00% -$1.69M
US TREASURY N/B 1,345,000 0 -1,345,000 0.00% -$1.36M
FN MA4876 911,886 0 -911,886 0.00% -$942.04K
ACCENTURE CAPITA 715,000 0 -715,000 0.00% -$715.85K
Freddie Mac Pool 649,709 0 -649,709 0.00% -$666.03K
META PLATFORMS 630,000 0 -630,000 0.00% -$612.12K
CZR 7 02/15/30 144A 589,000 0 -589,000 0.00% -$610.28K
GEN MOTORS FIN 520,000 0 -520,000 0.00% -$509.79K
TRUIST FINANCIAL 495,000 0 -495,000 0.00% -$489.91K
UBS GROUP AG REGD V/R /PERP/ 144A P/P 6.85000000 470,000 0 -470,000 0.00% -$482.49K
ENBRIDGE INC SUBORDINATED 07/80 VAR 455,000 0 -455,000 0.00% -$461.06K
Comision Federal de Electricidad 500,000 0 -500,000 0.00% -$443.35K
PRIO LUX HLD SARL REGD 144A P/P 6.75000000 440,000 0 -440,000 0.00% -$428.56K
BMARK 2020-B19 A5 450,000 0 -450,000 0.00% -$399.01K
UMBS, 30 Year 382,953 0 -382,953 0.00% -$393.98K
BOMBARDIER INC SR UNSECURED 144A 07/31 7.25 360,000 0 -360,000 0.00% -$384.08K
META PLATFORMS 365,000 0 -365,000 0.00% -$364.65K
LEIDOS INC 350,000 0 -350,000 0.00% -$363.91K
STATE STREET CRP 360,000 0 -360,000 0.00% -$363.12K
TransDigm, Inc. 340,000 0 -340,000 0.00% -$349.11K
Ginnie Mae II Pool 331,915 0 -331,915 0.00% -$338.14K
FN FS5209 324,451 0 -324,451 0.00% -$336.82K
CREDIT AGRICOLE SA REGD V/R 144A P/P MTN 4.81800000 295,000 0 -295,000 0.00% -$294.72K
UNION PAC CORP 280,000 0 -280,000 0.00% -$279.43K
BANK OF AMER CRP 255,000 0 -255,000 0.00% -$263.30K
Maya 244,000 0 -244,000 0.00% -$262.76K
USA PART/USA FIN 253,000 0 -253,000 0.00% -$262.00K
BPCE 250,000 0 -250,000 0.00% -$260.80K
SMBC AVIATION CAPITAL FINANCE DAC 144A 5.250000% 11/26/2035 255,000 0 -255,000 0.00% -$255.20K
CITIBANK NA 250,000 0 -250,000 0.00% -$250.97K
NATWEST GROUP 230,000 0 -230,000 0.00% -$236.29K
NRG ENERGY INC SR SECURED 144A 10/30 4.734 220,000 0 -220,000 0.00% -$220.42K
ZOOM COMMUNICATIONS INC 1 0 -1 0.00% -$217.26K
Frontier Issuer LLC, Series 2024-1, Class A2 200,000 0 -200,000 0.00% -$206.20K
US BANCORP 200,000 0 -200,000 0.00% -$205.50K
Toronto-Dominion Bank/The 200,000 0 -200,000 0.00% -$203.57K
BANCO SANTANDER 200,000 0 -200,000 0.00% -$200.26K
ROCHE HOLDINGS INC COMPANY GUAR 144A 12/32 4.374 200,000 0 -200,000 0.00% -$199.31K
SHELL FINANCE US 190,000 0 -190,000 0.00% -$189.79K
ENTERPRISE PRODU 185,000 0 -185,000 0.00% -$187.33K
CARGILL INC SR UNSECURED 144A 10/55 5.375 190,000 0 -190,000 0.00% -$182.99K
NISOURCE INC 180,000 0 -180,000 0.00% -$181.26K
JPMORGAN CHASE 170,000 0 -170,000 0.00% -$175.92K
ENTERPRISE PRODU 260,000 0 -260,000 0.00% -$174.36K
CVS HEALTH CORP 165,000 0 -165,000 0.00% -$167.64K
HUNTINGTON BANCSHARES JR SUBORDINA 12/99 VAR 160,000 0 -160,000 0.00% -$160.76K
WELLS FARGO CO 155,000 0 -155,000 0.00% -$160.59K
MERCK & CO INC 155,000 0 -155,000 0.00% -$154.51K
US BANCORP 145,000 0 -145,000 0.00% -$153.19K
PNC FINANCIAL 145,000 0 -145,000 0.00% -$152.93K
AERCAP IRELAND 150,000 0 -150,000 0.00% -$148.64K
MERCK & CO INC 150,000 0 -150,000 0.00% -$148.52K
AMPHENOL CORP 150,000 0 -150,000 0.00% -$148.47K
DUKE ENERGY FLA 145,000 0 -145,000 0.00% -$145.28K
KEYCORP 130,000 0 -130,000 0.00% -$141.25K
MERCK & CO INC 140,000 0 -140,000 0.00% -$139.53K
AMAZON.COM INC 140,000 0 -140,000 0.00% -$135.91K
BLACKSTONE PRIVA 135,000 0 -135,000 0.00% -$133.01K
META PLATFORMS 130,000 0 -130,000 0.00% -$131.08K
APOLLO GLOBAL MANAGEMENT INC 4.6% 01/15/2031 130,000 0 -130,000 0.00% -$130.78K
STATE STREET CRP 130,000 0 -130,000 0.00% -$129.37K
SYSCO CORP 125,000 0 -125,000 0.00% -$129.12K
STATE STREET CRP 120,000 0 -120,000 0.00% -$123.60K
AMPHENOL CORP 125,000 0 -125,000 0.00% -$119.50K
TARGA RESOURCES 110,000 0 -110,000 0.00% -$110.33K
AMER ELEC PWR 110,000 0 -110,000 0.00% -$109.25K
AMPHENOL CORP 105,000 0 -105,000 0.00% -$104.48K
APOLLO GLOBAL 100,000 0 -100,000 0.00% -$100.23K
MORGAN STANLEY 100,000 0 -100,000 0.00% -$99.98K
WESTLAKE CORP 90,000 0 -90,000 0.00% -$88.65K
AT&T INC 85,000 0 -85,000 0.00% -$85.82K
GEN MOTORS FIN 80,000 0 -80,000 0.00% -$83.34K
EQUINOR ASA 80,000 0 -80,000 0.00% -$79.63K
HRI 7 06/15/30 144A 75,000 0 -75,000 0.00% -$78.98K
SHELL FINANCE US 75,000 0 -75,000 0.00% -$75.02K
JPMORGAN CHASE 69,000 0 -69,000 0.00% -$72.42K
HENNEMAN TRUST REGD 144A P/P 6.58000000 65,000 0 -65,000 0.00% -$67.98K
JBS HLD/FOOD/GRP 65,000 0 -65,000 0.00% -$64.77K
UMBS 62,186 0 -62,186 0.00% -$64.08K
TARGA RESOURCES 60,000 0 -60,000 0.00% -$60.09K
AVOLON HOLDINGS FUNDING LTD 5.375% 05/30/2030 144A 52,000 0 -52,000 0.00% -$53.45K
ONEOK INC 45,000 0 -45,000 0.00% -$41.97K
EQUINOR ASA 40,000 0 -40,000 0.00% -$40.60K
Societe Generale S.A. 5.439%, Fixed until 10/03/2035 40,000 0 -40,000 0.00% -$40.10K
WHEAT (CBT) 172 0 -172 0.00% $193.43K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Vanguard S&P 500 ETF 27,308 36,433 9,125 3.94% $4.64M
NVIDIA CORP 102,571 108,723 6,152 3.43% -$168.20K
NETFLIX INC 49,862 63,707 13,845 1.11% $1.45M
BJS WHSL CLUB HLDGS INC 45,144 61,227 16,083 1.09% $1.96M
NTPC LTD 1,336,105 1,522,725 186,620 1.08% $1.09M
Ascendis Pharma A/S 21,628 25,419 3,791 1.05% $1.20M
REDE D'OR SAO LU 651,147 741,681 90,534 1.01% $747.19K
BHARTI AIRTEL LIMITED 217,487 250,774 33,287 0.86% -$339.19K
CAPITAL ONE FINANCIAL CORP 22,525 23,233 708 0.77% -$1.22M
FERRARI NV 12,473 12,478 5 0.77% -$401.31K
ISH CORE EAFE 25,138 40,469 15,331 0.66% $1.41M
MONEYMKT 950,000 1,775,000 825,000 0.32% $825.00K
BlackRock Liquidity FedFund - Institutional Class 950,000 1,775,000 825,000 0.32% $825.00K
MONEYMKT 950,000 1,775,000 825,000 0.32% $825.00K
MSILF-GOVT-INS 950,000 1,775,000 825,000 0.32% $825.00K
FN MA4563 320,433 1,207,647 887,214 0.18% $750.33K
CITIBANK NA 320,000 800,000 480,000 0.15% $482.11K
BOEING CO/THE 325,000 785,000 460,000 0.14% $465.17K
CDW LLC / CDW FIN CORP 3.276% 12/01/2028 555,000 830,000 275,000 0.14% $258.41K
UBS Group AG 200,000 400,000 200,000 0.07% $191.25K
BLUE OWL CREDIT 160,000 293,000 133,000 0.05% $127.23K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
GOLD SPOT $/OZ - GOLD BULLION 10,663 9,475 -1,188 8.03% -$1.62M
TSMC 318,450 276,450 -42,000 2.89% $334.22K
MICROSOFT CORP 37,791 32,346 -5,445 2.17% -$6.30M
APPLE INC 43,379 42,294 -1,085 1.94% -$1.06M
ALPHABET INC CL A 27,020 26,347 -673 1.37% -$880.92K
KLA CORP 6,011 5,000 -1,011 1.33% $58.20K
AMAZON.COM INC 34,801 33,930 -871 1.28% -$966.17K
HOWMET AEROSPACE INC 33,755 29,718 -4,037 1.24% -$71.64K
BBVA 372,140 312,362 -59,778 1.22% -$1.98M
ALIMENTATION COUCHE-TARD INC 125,848 114,290 -11,558 1.17% -$394.86K
MORGAN STANLEY 41,653 39,341 -2,312 1.17% -$920.31K
BAE SYSTEMS PLC 238,204 218,357 -19,847 1.16% $919.62K
ING GROEP NV 245,503 239,349 -6,154 1.12% -$687.95K
CASEY'S GENERAL 11,045 8,100 -2,945 1.07% -$209.02K
HILTON WORLDWIDE HOLDINGS INC 19,730 19,236 -494 1.06% $181.84K
AMER SPORTS INC 180,650 176,126 -4,524 1.05% -$949.21K
MASTERCARD INC CL A 13,543 11,579 -1,964 1.05% -$1.95M
LILLY ELI and CO 7,666 6,186 -1,480 1.03% -$2.55M
AON PLC 16,732 16,314 -418 0.95% -$638.56K
BROADCOM INC 17,445 17,009 -436 0.95% -$773.26K
HOYA CORP 40,600 30,100 -10,500 0.94% -$939.64K
INTERCONTINENTAL EXCHANGE INC 33,908 33,059 -849 0.94% -$292.22K
Airbus SE 29,675 27,478 -2,197 0.94% -$1.70M
HOME DEPOT INC 15,549 15,162 -387 0.90% -$363.78K
SHERWIN WILLIAMS CO 14,664 14,297 -367 0.83% -$168.67K
CARRIER GLOBAL CORP 80,344 78,332 -2,012 0.80% $165.50K
META PLATFORMS INC CL A 8,059 7,644 -415 0.79% -$946.30K
SMC CORP 11,100 11,000 -100 0.78% $485.67K
INGERSOLL RAND INC 51,866 51,539 -327 0.75% $20.48K
FN MA4305 5,299,748 5,018,459 -281,288 0.74% -$239.81K
Fresenius SE & Company KGaA 78,484 76,519 -1,965 0.72% -$525.48K
SALESFORCE INC 21,371 20,838 -533 0.70% -$1.77M
SAP SE 22,604 22,038 -566 0.68% -$1.73M
ISHARES CORE MSCI EMERGING MUTUAL FUND 55,408 51,190 -4,218 0.65% -$154.02K
CONOCOPHILLIPS 26,287 25,630 -657 0.61% $922.43K
ABBVIE INC 20,613 15,517 -5,096 0.61% -$1.34M
ORKLA ASA 466,766 256,923 -209,843 0.58% -$1.96M
SEAGATE TECHNOLOGY HOLDINGS PLC 13,024 8,061 -4,963 0.57% -$428.70K
SEA LTD ADR 38,094 37,140 -954 0.56% -$1.78M
FR SD7548 2,901,914 2,846,168 -55,746 0.44% -$58.64K
FN MA4625 2,394,454 2,349,743 -44,710 0.39% -$62.24K
FNMA 30YR 2% 06/01/2050#MA4047 2,322,580 2,284,713 -37,867 0.34% -$35.92K
FN MA4281 2,248,833 2,215,569 -33,264 0.33% -$31.47K
Freddie Mac Pool 1,875,173 1,818,755 -56,419 0.30% -$62.52K
G2 MA7472 2,397,104 1,887,924 -509,180 0.29% -$443.57K
FN FS2462 1,686,705 1,653,175 -33,529 0.27% -$40.59K
G2 MA6930 2,482,782 1,770,701 -712,081 0.26% -$593.18K
Fannie Mae Pool 1,416,831 1,362,902 -53,929 0.24% -$59.99K
FN 190445 1,474,400 1,257,472 -216,929 0.24% -$231.53K
G2 MA7988 1,922,364 1,179,491 -742,873 0.19% -$675.79K
GNMA 1,148,065 1,141,689 -6,376 0.19% $2.31K
FREDDIE MAC POOL UMBS P#SD1098 2.50000000 1,235,488 1,211,561 -23,927 0.19% -$25.23K
FR SD8329 1,008,212 979,700 -28,511 0.18% -$38.37K
PRPM LLC, Series 2024-RPL1, Class A1 971,692 934,776 -36,916 0.17% -$40.75K
US TREASURY N/B 1,485,000 930,000 -555,000 0.17% -$560.99K
VWALT 2024-A A3 1,000,000 870,675 -129,325 0.16% -$131.93K
Freddie Mac Pool 876,069 866,875 -9,193 0.16% -$19.05K
Ginnie Mae II Pool 898,558 893,573 -4,986 0.16% -$11.77K
G2 MB0305 927,150 921,219 -5,931 0.16% -$12.62K
FNA 2017-M2 A2 874,668 870,033 -4,635 0.16% -$3.45K
WOART 2023-C A3 1,137,799 854,444 -283,355 0.16% -$285.99K
UMBS, 30 Year 894,249 832,318 -61,930 0.15% -$70.35K
UMBS 893,278 861,731 -31,547 0.14% -$33.11K
FR SD8266 751,252 736,520 -14,733 0.13% -$22.43K
TIME WARNER CABL 710,000 700,000 -10,000 0.13% -$19.11K
G2 MB0260 851,053 685,761 -165,292 0.13% -$169.61K
G2 MB0091 688,282 668,693 -19,590 0.12% -$24.36K
Fannie Mae Pool 692,498 652,942 -39,556 0.11% -$38.36K
AL V4.125 PERP C 639,000 608,000 -31,000 0.11% -$34.38K
FNMA 30YR 2.5% 02/01/2052#FS2660 672,470 661,604 -10,866 0.10% -$12.48K
G2 MA8269 537,800 522,790 -15,010 0.09% -$18.69K
FN FS1838 773,590 575,238 -198,352 0.09% -$180.78K
Fannie Mae Pool 603,816 593,516 -10,300 0.09% -$10.55K
Freddie Mac Pool 539,267 525,678 -13,588 0.09% -$16.22K
TAOT 2024-B A3 571,556 475,760 -95,796 0.09% -$97.57K
Porsche Innovative Lease Owner Trust, Series 2024-1A, Class A3 525,000 477,824 -47,176 0.09% -$48.40K
Fannie Mae Pool 465,537 464,154 -1,382 0.08% -$5.99K
G2 MB0205 1,303,717 445,917 -857,799 0.08% -$868.68K
FNMA Connecticut Avenue Securities Trust, Series 2023-R08, Class 1M1 595,269 430,004 -165,265 0.08% -$166.13K
STACR 2024-DNA3 M2 144A FRN 10-25-44 770,000 398,407 -371,593 0.07% -$371.36K
FR SD8257 382,537 374,887 -7,650 0.07% -$11.57K
Fannie Mae Pool 413,933 405,552 -8,381 0.06% -$9.35K
STACR 2023-HQA3 A1 347,893 341,975 -5,918 0.06% -$6.68K
FORDO 2024-B A3 350,000 337,518 -12,482 0.06% -$14.36K
JEFFERIES GROUP 630,000 390,000 -240,000 0.06% -$219.67K
GNMA II POOL MB0310 G2 04/55 FIXED 6.5 452,386 319,651 -132,736 0.06% -$135.76K
FN FS8680 351,187 339,949 -11,238 0.06% -$12.97K
Uniform Mortgage-Backed Securities 403,855 398,199 -5,656 0.06% -$5.42K
FREDDIE MAC POOL 5.50% 318,613 312,341 -6,272 0.06% -$8.97K
Freddie Mac Pool 311,878 310,551 -1,327 0.06% -$3.97K
Uniform Mortgage-Backed Securities 322,644 316,409 -6,235 0.06% -$9.84K
ORACLE CORP 585,000 320,000 -265,000 0.05% -$252.34K
MORGAN STANLEY 754,000 219,000 -535,000 0.04% -$567.53K
FANNIE MAE POOL FN FS1492 194,777 181,070 -13,708 0.03% -$14.40K
FR SD8212 191,013 187,714 -3,299 0.03% -$3.55K
Fannie Mae REMICS 1,478,059 1,446,445 -31,614 0.02% -$8.41K
WELLS FARGO CO 650,000 110,000 -540,000 0.02% -$568.94K
Fannie Mae REMICS 488,118 480,262 -7,856 0.02% -$2.68K
Fannie Mae Connecticut Avenue Securities 126,090 98,641 -27,449 0.02% -$27.37K
MERCK & CO INC 155,000 89,000 -66,000 0.02% -$66.84K
Freddie Mac REMICS 771,145 760,007 -11,138 0.02% -$4.16K
Fannie Mae REMICS 1,443,045 1,360,314 -82,732 0.01% -$23.37K
Freddie Mac Multifamily Structured Pass Through Certificates 1,761,566 1,755,807 -5,759 0.01% -$5.09K
Fannie Mae REMICS 735,197 726,670 -8,527 0.01% -$3.87K
Fannie Mae REMICS 639,576 606,951 -32,625 0.01% -$6.06K
ORACLE CORP 330,000 80,000 -250,000 0.01% -$233.08K
JPMORGAN CHASE 150,000 60,000 -90,000 0.01% -$93.96K
BROADCOM INC 185,000 60,000 -125,000 0.01% -$125.59K
FNMA 30YR 2.5% 02/01/2052#FS0605 65,341 64,024 -1,316 0.01% -$1.29K
Freddie Mac Multifamily Structured Pass Through Certificates 1,962,470 1,952,059 -10,411 0.01% -$2.44K
UBS GROUP AG SR UNSECURED 144A 03/37 VAR 240,000 40,000 -200,000 0.01% -$199.28K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
US TREASURY N/B 2,915,000 2,915,000 0 0.51% -$25.85K
FREMF 2016-K60 MORTGAGE TRUST 2,751,000 2,751,000 0 0.49% $3.46K
BMARK 2021-B24 A5 2,000,000 2,000,000 0 0.32% $533
Benchmark Mortgage Trust, Series 2020-B18, Class A5 2,000,000 2,000,000 0 0.32% -$4.30K
AOA TRUST 2025-1301 A 5.227292% 08/11/2030 1,700,000 1,700,000 0 0.31% -$16.93K
BFLD Commercial Mortgage Trust, Series 2025-660F, Class A 1,465,000 1,465,000 0 0.26% -$5.95K
GOLDMAN SACHS GP 1,170,000 1,170,000 0 0.21% $5.11K
AERCAP IRELAND 1,160,000 1,160,000 0 0.21% $2.86K
FREDDIE MAC STACR REMIC TRUST STACR 2025 DNA4 M2 144A 1,100,000 1,100,000 0 0.20% -$5.56K
VZMT 2024-3 A1A 5.34% 04-22-30 1,000,000 1,000,000 0 0.18% -$6.31K
GMF FLOORPLAN OWNER REVOLVING TRUST SER 2024-1A CL A1 REGD 144A P/P 5.13000000 1,000,000 1,000,000 0 0.18% -$6.22K
NMOTR 2024-B A 1,000,000 1,000,000 0 0.18% -$5.09K
Magnetite LI Ltd 950,000 950,000 0 0.17% -$2.40K
JPMORGAN CHASE 925,000 925,000 0 0.17% $4.10K
BBCMS 2020-C7 A5 1,000,000 1,000,000 0 0.16% -$2.31K
Nestle Holdings, Inc. 1,000,000 1,000,000 0 0.16% -$4.18K
MADISON AVENUE TRUST MAD 2025 11MD A 144A 850,000 850,000 0 0.15% -$7.10K
GOLDMAN SACHS GP 795,000 795,000 0 0.15% -$10.04K
BANK 2024-BNK47 A5 750,000 750,000 0 0.14% -$11.38K
TARGA RES PRTNRS 770,000 770,000 0 0.14% -$332
BMARK 2021-B25 A5 800,000 800,000 0 0.13% -$859
BOEING CO/THE 645,000 645,000 0 0.13% -$14.45K
FREMF Mortgage Trust, Series 2018-K73, Class B 600,000 600,000 0 0.11% -$2.64K
SUZANO AUSTRIA 600,000 600,000 0 0.10% $355
Federal National Mortgage Association Connecticut Avenue Securities Trust 560,000 560,000 0 0.10% $332
KKR & CO INC 545,000 545,000 0 0.10% -$17.81K
Zais CLO 16 Ltd., Series 2020-16A, Class A1R2 500,000 500,000 0 0.09% -$71
BANK 2020-BN25 A5 500,000 500,000 0 0.08% -$2.70K
VENTURE GLOBAL CALCASIEU SR SECURED 144A 11/33 3.875 520,000 520,000 0 0.08% $14.87K
US BANCORP 530,000 530,000 0 0.08% -$4.48K
STANDRD INDS NY 483,000 483,000 0 0.08% -$10.73K
BANK OF AMERICA CORP REGD V/R /PERP/ 6.25000000 450,000 450,000 0 0.08% -$4.39K
ALIBABA GROUP 500,000 500,000 0 0.08% -$2.44K
Gildan Activewear Inc 445,000 445,000 0 0.08% -$2.49K
AEROPUERTO INTERNACIONAL DE TOCUMEN SA 144A LIFE SR SEC 1ST LIEN SF 4.0% 08-11-41 500,000 500,000 0 0.08% -$3.58K
CROWN CASTLE INC SR UNSECURED 07/26 1.05 415,000 415,000 0 0.07% $2.82K
DEUTSCHE BANK NY 405,000 405,000 0 0.07% $346
SIRIUS XM RADIO LLC REGD 144A P/P 4.12500000 425,000 425,000 0 0.07% -$6.27K
BANK OF AMER CRP 380,000 380,000 0 0.07% -$4.49K
TX WTR DEV BRD 390,000 390,000 0 0.07% -$5.49K
FORTESCUE TREASURY PTY LTD COMPANY GUAR 144A 04/30 5.875 375,000 375,000 0 0.07% -$6.13K
DEUTSCHE BANK NY 375,000 375,000 0 0.07% -$5.18K
Fannie Mae Connecticut Avenue Securities 365,000 365,000 0 0.07% $1.13K
REZI 6.5 07/15/32 144A 370,000 370,000 0 0.07% -$14.15K
SoftBank Corporation 370,000 370,000 0 0.07% -$6.63K
ROGERS COMMUNIC 365,000 365,000 0 0.07% -$5.00K
Hilcorp Energy I, LP/Hilcorp Finance Company 375,000 375,000 0 0.07% $8.87K
Vistra Corp. 360,000 360,000 0 0.07% -$6.92K
Cleveland-Cliffs Inc. 365,000 365,000 0 0.06% -$20.97K
HYUNDAI AUTO LEASE SECURITIZATION TRUST 2 SER 2024-C CL A3 REGD 144A P/P 4.62000000 350,000 350,000 0 0.06% -$1.14K
DIAMONDBACK ENER 343,000 343,000 0 0.06% -$2.52K
MIDCONTINENT COMMUNICATI SR UNSECURED 144A 08/32 8 375,000 375,000 0 0.06% -$34.59K
AGL CLO 17 Ltd., Series 2022-17A, Class AR 350,000 350,000 0 0.06% $123
PFSI 6.875 05/15/32 144A 360,000 360,000 0 0.06% -$29.31K
CCO Holdings, LLC/CCO Holdings Capital Corp. 344,000 344,000 0 0.06% -$3.63K
OneMain Finance Corp. 350,000 350,000 0 0.06% -$18.92K
APOLLO DEBT SOLU 330,000 330,000 0 0.06% -$14.36K
WI PUBTRN 6.5 12/31/2065 300,000 300,000 0 0.06% -$942
BUNGE LTD FIN CP 330,000 330,000 0 0.06% -$3.79K
FORD MOTOR CRED 305,000 305,000 0 0.06% -$5.95K
EXTRA SPACE STOR 310,000 310,000 0 0.06% -$6.22K
GALAXY PIPELINE 349,595 349,595 0 0.06% -$6.49K
SOFTBANK CORP 144A 4.699000% 07/09/2030 310,000 310,000 0 0.06% -$2.96K
Energy Transfer LP 310,000 310,000 0 0.06% -$2.64K
ARES CAPITAL COR 315,000 315,000 0 0.05% -$8.19K
MERCK & CO INC 295,000 295,000 0 0.05% -$2.36K
BLUE OWL CREDIT 302,000 302,000 0 0.05% -$10.65K
BANK OF AMER CRP 290,000 290,000 0 0.05% $1.25K
FOUNDRY JV HOLDC 275,000 275,000 0 0.05% -$4.33K
VICI PROPERTIE 285,000 285,000 0 0.05% -$3.84K
CCL 4 08/01/28 144A 285,000 285,000 0 0.05% -$2.53K
HCA INC 270,000 270,000 0 0.05% -$5.43K
PNC FINANCIAL 245,000 245,000 0 0.05% -$6.65K
SPRINT CAP CORP 255,000 255,000 0 0.05% -$4.07K
SIMON PROP GP LP 300,000 300,000 0 0.05% -$2.44K
Global Medical Response Inc 255,000 255,000 0 0.05% -$531
GOLDMAN SACHS GP 270,000 270,000 0 0.05% -$4.62K
GOLDMAN SACHS GP 260,000 260,000 0 0.05% -$4.15K
CITIGROUP INC 265,000 265,000 0 0.05% -$3.84K
MAUSER PACKAGING SOLUT SR SECURED 144A 04/30 7.875 260,000 260,000 0 0.05% $2.00K
POPULAR INC SR UNSECURED 03/28 7.25 250,000 250,000 0 0.05% -$4.48K
BANK OF AMER CRP 250,000 250,000 0 0.05% -$6.09K
CANYON CLO 2020-2 LTD SER 2020-2A CL AR2 V/R REGD 144A P/P 4.93454000 250,000 250,000 0 0.05% -$4
BROOKFIELD ASSE 250,000 250,000 0 0.04% -$4.19K
JPMORGAN CHASE 255,000 255,000 0 0.04% -$5.61K
GOLDMAN SACHS GP 235,000 235,000 0 0.04% -$3.43K
VERIZON COMM INC 245,000 245,000 0 0.04% -$3.00K
UBS V4.844 11/06/33 144A 240,000 240,000 0 0.04% -$4.15K
NRG ENERGY INC REGD 144A P/P 6.25000000 230,000 230,000 0 0.04% -$4.41K
MORGAN STANLEY 224,000 224,000 0 0.04% -$2.87K
VERIZON COMM INC 230,000 230,000 0 0.04% -$2.65K
JPMORGAN CHASE 220,000 220,000 0 0.04% -$3.20K
DaVita Inc. 216,000 216,000 0 0.04% -$4.22K
T-MOBILE USA INC 225,000 225,000 0 0.04% -$6.17K
FOUNDRY JV HOLDCO LLC SR SECURED 144A 01/36 6.1 210,000 210,000 0 0.04% -$3.22K
MERCK & CO INC 220,000 220,000 0 0.04% -$3.43K
NOVELIS CORP REGD 144A P/P 4.75000000 215,000 215,000 0 0.04% -$4.29K
SDART 2025-1 D 200,000 200,000 0 0.04% -$975
Canyon Capital CLO Ltd., Series 2019-2A, Class AR2 200,000 200,000 0 0.04% -$64
NORDEA BANK ABP F2V 200,000 200,000 0 0.04% -$6.36K
SDART 2025-4 D 4.95% 01-15-32 200,000 200,000 0 0.04% -$2.17K
Royal Bank of Canada 200,000 200,000 0 0.03% -$5.90K
JPMORGAN CHASE 190,000 190,000 0 0.03% -$1.48K
Brookfield Finance Inc. 195,000 195,000 0 0.03% -$4.36K
VERIZON COMM INC 195,000 195,000 0 0.03% -$2.98K
CVS HEALTH CORP 185,000 185,000 0 0.03% -$3.65K
DOMINION ENERGY 180,000 180,000 0 0.03% -$1.82K
SVB Financial Trust 390 390 0 0.03% -$1.56K
DEUTSCHE BANK NY 175,000 175,000 0 0.03% -$3.03K
LEIDOS INC REGD 5.40000000 180,000 180,000 0 0.03% -$3.54K
ANHEUSER-BUSCH 185,000 185,000 0 0.03% -$5.01K
AT&T INC 190,000 190,000 0 0.03% -$4.33K
Magnera Corp. 190,000 190,000 0 0.03% -$10.64K
CELANESE US HOLDINGS LLC SR UNSEC 6.75% 04-15-33 170,000 170,000 0 0.03% $5.26K
ENBRIDGE INC 170,000 170,000 0 0.03% -$2.11K
CITIGROUP INC 170,000 170,000 0 0.03% -$4.48K
DEUTSCHE BANK NY 170,000 170,000 0 0.03% -$2.42K
NRG Energy Inc 175,000 175,000 0 0.03% -$3.14K
LOWE'S COS INC 170,000 170,000 0 0.03% -$2.41K
MORGAN STANLEY 155,000 155,000 0 0.03% -$2.52K
Fannie Mae Connecticut Avenue Securities 160,000 160,000 0 0.03% -$56
FREDDIE MAC STACR REMIC TRUST STACR 2025 DNA3 M2 144A 160,000 160,000 0 0.03% -$59
AMAZON.COM INC 160,000 160,000 0 0.03% -$2.03K
ATHENE HOLDING 165,000 165,000 0 0.03% -$10.61K
PFIZER INC 155,000 155,000 0 0.03% -$2.01K
DEUTSCHE BANK NY 150,000 150,000 0 0.03% -$1.30K
NGL Energy Operating LLC / NGL Energy Finance Corp. 145,000 145,000 0 0.03% -$717
CIFC Funding 2025-I Ltd 150,000 150,000 0 0.03% -$2.09K
Oaktree CLO 2020-1 Ltd 150,000 150,000 0 0.03% -$2.78K
BMARK 2022-B36 A5 150,000 150,000 0 0.03% -$1.80K
Madison Park Funding XXVII Ltd 150,000 150,000 0 0.03% -$4.62K
Dryden 109 CLO Ltd 150,000 150,000 0 0.03% -$4.78K
TCW CLO 2019-2 Ltd 150,000 150,000 0 0.03% -$2.14K
CARGILL INC 144A 4.125000% 10/23/2030 145,000 145,000 0 0.03% -$1.48K
BLACK HILLS CORP 140,000 140,000 0 0.03% -$1.52K
PNC FINANCIAL 135,000 135,000 0 0.02% -$2.97K
Bank of America Corp. 130,000 130,000 0 0.02% -$2.19K
C V6.75 PERP EE 133,000 133,000 0 0.02% -$2.48K
AT&T INC 140,000 140,000 0 0.02% -$2.31K
STACR 2025-DNA2 M2 130,000 130,000 0 0.02% $110
AIMCO CLO 15 Ltd., Series 2021-15A, Class D1R 125,000 125,000 0 0.02% -$788
DOMINION ENERGY 120,000 120,000 0 0.02% -$1.17K
Citigroup Inc., Series DD 115,000 115,000 0 0.02% -$2.93K
BLACKSTONE PRIVA 120,000 120,000 0 0.02% -$4.52K
C V6.625 PERP 115,000 115,000 0 0.02% -$1.75K
ENBRIDGE INC 105,000 105,000 0 0.02% -$1.30K
UWM HOLDINGS LLC REGD 144A P/P 6.25000000 123,000 123,000 0 0.02% -$10.75K
ENBRIDGE INC 110,000 110,000 0 0.02% -$1.30K
PNC FINANCIAL 110,000 110,000 0 0.02% -$1.91K
CVS HEALTH CORP 110,000 110,000 0 0.02% -$2.18K
MERCK & CO INC 110,000 110,000 0 0.02% -$756
Fannie Mae Connecticut Avenue Securities 100,000 100,000 0 0.02% $31
PFIZER INC 100,000 100,000 0 0.02% -$1.16K
Elmwood CLO 22 Ltd. 100,000 100,000 0 0.02% -$643
Magnetite Xlv Ltd 100,000 100,000 0 0.02% -$1.15K
Ballyrock CLO 18 Ltd 100,000 100,000 0 0.02% -$2.10K
ARCHROCK PARTNERS LP/FIN REGD 144A P/P 6.62500000 95,000 95,000 0 0.02% -$1.12K
BMARK 2022-B35 A5 100,000 100,000 0 0.02% -$1.30K
US BANCORP 95,000 95,000 0 0.02% -$829
JPM V6.254 10/23/34 88,000 88,000 0 0.02% -$2.13K
VICI PROPERTIE 95,000 95,000 0 0.02% -$2.46K
QXO BUILDING PRODUCTS SR SECURED 144A 04/32 6.75 86,000 86,000 0 0.02% -$2.09K
SIRIUS XM RADIO LLC REGD 144A P/P 4.00000000 85,000 85,000 0 0.01% -$1.10K
T-MOBILE USA INC 75,000 75,000 0 0.01% -$1.11K
BOEING CO/THE 65,000 65,000 0 0.01% -$1.23K
GEN MOTORS FIN 65,000 65,000 0 0.01% -$1.28K
DOMINION ENERGY 56,000 56,000 0 0.01% -$861
HRI 7.25 06/15/33 144A 55,000 55,000 0 0.01% -$1.95K
Bank of America Corp., Series RR 45,000 45,000 0 0.01% -$68
AT&T INC 40,000 40,000 0 0.01% -$869
MEDIA GROUP HLDGS SER H 31,963 31,963 0 0.01% $0
MORGAN STANLEY 25,000 25,000 0 0.00% -$403
MNSN HOLDINGS INC COMMON STOCK 342 342 0 0.00% $2.51K
CELANESE US HOLDINGS LLC SR UNSEC 6.5% 04-15-30 20,000 20,000 0 0.00% $307
WELLS FARGO CO 15,000 15,000 0 0.00% -$228

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.