Brandes Core Plus Fixed Income Fund
Brandes Investment Trust

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.

Mar 28, 2024 → Jun 28, 2024

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

Security Shares Mar 2024 Shares Jun 2024 Δ shares End % Δ value
TITIM 6.375 11/15/33 144a 0 1,078,000 1,078,000 0.90% $1.05M
Security Shares Mar 2024 Shares Jun 2024 Δ shares End % Δ value
FIRSTENERGY CORP SR UNSECURED 11/31 7.375 474,612 0 -474,612 0.00% -$558.49K
Urbi Desarrollos Urbanos S.A. de C.V. COM NPV 1,564 0 -1,564 0.00% -$649
Security Shares Mar 2024 Shares Jun 2024 Δ shares End % Δ value
US TREASURY N/B 17,501,090 26,001,090 8,500,000 20.31% $7.72M
US TREASURY N/B 13,276,124 19,276,124 6,000,000 13.84% $4.98M
US TREASURY N/B 8,107,255 13,107,255 5,000,000 10.57% $4.72M
US TREASURY N/B 7,736,874 10,986,874 3,250,000 8.30% $2.70M
BANK OF AMER CRP 1,512,221 2,062,221 550,000 1.73% $537.99K
CITIGROUP INC 1,333,222 1,933,222 600,000 1.63% $591.86K
NETFLIX INC 1,186,608 1,786,608 600,000 1.50% $585.29K
FORD MOTOR CRED 828,842 1,828,842 1,000,000 1.47% $944.89K
Charles Schwab Corp. (The), Series G 950,225 1,650,225 700,000 1.40% $688.24K
RRC 4.875 05/15/25 1,089,223 1,639,223 550,000 1.39% $548.09K
Goldman Sachs Group, Inc. (The), Series T 758,842 1,258,842 500,000 1.01% $478.55K
META PLATFORMS 745,456 995,456 250,000 0.86% $245.33K
Univision Communications Inc. 350,000 815,000 465,000 0.68% $438.24K
EXPEDIA GRP INC 371,151 671,151 300,000 0.52% $270.81K
Security Shares Mar 2024 Shares Jun 2024 Δ shares End % Δ value
NT-INST TRSR-PRM 4,250,592 2,501,036 -1,749,556 2.14% -$1.75M
FREDDIE MAC POOL 3.00% 2,203,878 2,153,008 -50,870 1.59% -$66.67K
FANNIE MAE POOL 3.50% 657,888 642,115 -15,773 0.50% -$20.96K
FN AL9865 647,551 635,961 -11,590 0.47% -$15.17K
FG G18578 421,861 400,128 -21,733 0.33% -$20.84K
Sprint Spectrum Co. LLC / Sprint Spectrum Co. II LLC / Sprint Spectrum Co. III LLC 391,074 366,632 -24,442 0.31% -$25.40K
FANNIE MAE POOL 3.00% 395,966 380,121 -15,844 0.31% -$14.36K
SLM STUDENT LOAN TRUST SLMA 2006 A A5 359,399 341,276 -18,123 0.28% -$17.20K
FNMA 30YR 3.5% 06/49#BN6683 345,123 337,925 -7,198 0.26% -$11.04K
SLM Private Credit Student Loan Trust, Series 2004-B, Class A4 318,054 293,964 -24,090 0.25% -$23.41K
SLM STUDENT LOAN TRUST SLMA 2005 A A4 247,036 230,231 -16,805 0.19% -$16.27K
FNMA POOL BJ2553 FN 12/47 FIXED 3.5 205,200 203,275 -1,926 0.16% -$3.37K
UMBS, 30 Year 197,233 190,471 -6,762 0.15% -$8.28K
FR SD8001 200,245 194,985 -5,260 0.15% -$7.37K
Telecom Italia Capital S.A. 787,302 182,302 -605,000 0.15% -$573.30K
FNMA 30YR 3.5% 11/01/2045#AS6201 157,970 156,631 -1,339 0.12% -$2.48K
FN MA3687 156,252 152,334 -3,918 0.12% -$5.25K
SLM STUDENT LOAN TRUST SLMA 2007 A A4A 145,002 134,258 -10,744 0.11% -$10.41K
FN MA0918 93,233 91,863 -1,370 0.07% -$1.81K
CHARTER COMM OPT 339,305 79,305 -260,000 0.07% -$256.69K
FG A93505 41,403 40,243 -1,160 0.03% -$1.55K
FANNIE MAE POOL 5.50% 34,751 34,312 -439 0.03% -$1.06K
FREDDIE MAC GOLD PO 6.50% 10,970 9,601 -1,369 0.01% -$1.50K
FN MA3695 5,152 5,004 -148 0.00% -$169
PULTEGROUP INC 1,127,684 684 -1,127,000 0.00% -$1.13M
WELLS FARGO MORTGAGE VAR 264 260 -5 0.00% -$4
Security Shares Mar 2024 Shares Jun 2024 Δ shares End % Δ value
US TREASURY N/B 7,250,497 7,250,497 0 6.44% -$195.99K
US TREASURY N/B 4,979,223 4,979,223 0 3.26% -$109.31K
US TREASURY N/B 3,260,000 3,260,000 0 2.78% $23.46K
US TREASURY N/B 3,082,289 3,082,289 0 2.37% -$62.37K
USB Float, 5.93751%, due 12/31/2099 2,129,060 2,129,060 0 1.51% $36.05K
VMWARE LLC 1,153,760 1,153,760 0 0.95% $1.46K
Prime Security Services Borrower LLC / Prime Finance Inc 1,038,685 1,038,685 0 0.88% $5.32K
COTY INC SR SECURED 144A 04/26 5 926,594 926,594 0 0.78% $1.21K
TRAVEL + LEISURE CO SR SECURED 144A 07/26 6.625 906,839 906,839 0 0.78% $472
Prime Security Services Borrower LLC/ Prime Finance, Inc. 844,223 844,223 0 0.72% -$3.86K
TOLL BR FIN CORP 807,766 807,766 0 0.68% -$50
PILGRIM'S PRIDE 836,533 836,533 0 0.65% $8.63K
IRON MOUNTAIN INC REGD 144A P/P 4.87500000 702,228 702,228 0 0.58% $2.27K
FE 2.65 01/15/32 144A 677,534 677,534 0 0.48% $2.17K
SEALED AIR CORP REGD 144A P/P 4.00000000 494,612 494,612 0 0.40% $1.37K
MXCN 5 1/4 12/15/29 441,689 441,689 0 0.36% $3.32K
FORD MOTOR CREDIT CO LLC 3.375000% 11/13/2025 423,842 423,842 0 0.35% $2.35K
HESS MIDSTREAM PARTNERS LP 4.25% 02/15/2030 144A 416,689 416,689 0 0.33% -$359
Transocean Inc. 335,213 335,213 0 0.30% $2.50K
T-MOBILE USA INC 346,151 346,151 0 0.29% -$788
MXCN 5 1/8 10/15/27 283,229 283,229 0 0.23% -$860
FIFTH THIRD BANK 230,381 230,381 0 0.23% -$4.05K
COMMONWEALTH EDI 237,766 237,766 0 0.21% -$6.06K
VMWARE LLC 237,153 237,153 0 0.20% $4
SOFTBK 4.75 09/19/24 200,000 200,000 0 0.17% $1.60K
EXPEDIA GRP INC 150,307 150,307 0 0.12% -$0
IRON MOUNTAIN INC 4.875% 38,767 38,767 0 0.03% $125

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