Stone Harbor Investment Grade Fund
STONE HARBOR INVESTMENT FUNDS

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.

Nov 30, 2020 → Feb 28, 2021

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

Security Shares Nov 2020 Shares Feb 2021 Δ shares End % Δ value
Uniform Mortgage-Backed Security, TBA 0 625,000 625,000 6.21% $654.15K
Uniform Mortgage-Backed Security, TBA 0 575,000 575,000 5.79% $609.72K
Uniform Mortgage-Backed Security, TBA 0 375,000 375,000 3.69% $388.80K
Uniform Mortgage-Backed Security, TBA 0 325,000 325,000 3.31% $349.22K
Uniform Mortgage-Backed Security, TBA 0 200,000 200,000 1.98% $209.14K
Uniform Mortgage-Backed Security, TBA 0 100,000 100,000 1.00% $105.59K
MSBAM Commercial Mortgage Securities Trust 2012-CKSV 0 125,000 125,000 0.84% $88.95K
WILLIAMS COS INC 0 75,000 75,000 0.71% $75.19K
FIDELITY NATIONA 0 75,000 75,000 0.71% $74.75K
MORGAN STANLEY 0 75,000 75,000 0.69% $72.91K
COMPANY GUAR 144A 10/27 3.75 0 50,000 50,000 0.54% $56.43K
Vistra Operations Co LLC 0 50,000 50,000 0.51% $53.80K
LVS 3.2 08/08/24 0 50,000 50,000 0.50% $52.53K
CARRIER GLOBAL 0 50,000 50,000 0.49% $51.59K
Fannie Mae Pool 0 47,204 47,204 0.48% $50.31K
GOLDMAN SACHS GP 0 50,000 50,000 0.47% $49.63K
BBUBS 2012-TFT A 0 50,000 50,000 0.47% $49.59K
AT&T INC 0 50,000 50,000 0.46% $48.05K
ELECTRONIC ARTS 0 50,000 50,000 0.46% $48.03K
HYUNDAI CAPITAL AMERICA SR UNSECURED 144A 01/26 1.3 0 25,000 25,000 0.23% $24.76K
Security Shares Nov 2020 Shares Feb 2021 Δ shares End % Δ value
FNCL 3 12/22 625,000 0 -625,000 0.00% -$652.97K
FNCL 3.5 12/22 525,000 0 -525,000 0.00% -$553.85K
Uniform Mortgage-Backed Security, TBA 375,000 0 -375,000 0.00% -$392.95K
FNCL 4 12/22 325,000 0 -325,000 0.00% -$346.74K
Uniform Mortgage-Backed Security, TBA 200,000 0 -200,000 0.00% -$207.98K
Uniform Mortgage-Backed Security, TBA 150,000 0 -150,000 0.00% -$156.98K
AT&T INC 50,000 0 -50,000 0.00% -$59.55K
CARRIER GLOBAL CORP 144A SR UNSEC 3.577% 04-05-50 50,000 0 -50,000 0.00% -$57.19K
Concho Resources, Inc. 50,000 0 -50,000 0.00% -$56.87K
DOLLAR TREE 50,000 0 -50,000 0.00% -$56.45K
GOLDMAN SACHS GP 50,000 0 -50,000 0.00% -$55.45K
FNCL 4.5 12/23 50,000 0 -50,000 0.00% -$54.18K
Fannie Mae Pool 50,480 0 -50,480 0.00% -$52.38K
APACHE CORP 50,000 0 -50,000 0.00% -$51.41K
Xcel Energy Inc. 50,000 0 -50,000 0.00% -$50.10K
WESTERN GAS PART 50,000 0 -50,000 0.00% -$46.84K
Freddie Mac Non Gold Pool 29,636 0 -29,636 0.00% -$30.89K

No positions in this category.

Security Shares Nov 2020 Shares Feb 2021 Δ shares End % Δ value
State Street Institutional Liquid Reserves Fund 1,069,503 814,114 -255,389 7.73% -$255.36K
JP MORGAN CHASE COMMERCIAL MOR JPMCC 2006 LDP9 AMS 112,655 110,504 -2,152 0.79% -$19.34K
MIZUHO FINANCIAL 100,000 75,000 -25,000 0.70% -$28.36K
CAPITAL ONE FINL 75,000 50,000 -25,000 0.53% -$29.25K
EXPEDIA GRP INC 75,000 50,000 -25,000 0.49% -$24.81K
INVITATION HOMES 2017-SFR2 TRUST SER 2017-SFR2 CL A V/R REGD 144A P/P 2.61250000 45,042 44,873 -169 0.43% -$146
Aqua Finance Trust, Series 2019-A, Class A 48,321 43,759 -4,562 0.43% -$4.57K
Freddie Mac Whole Loan Securities Trust 2016-SC01 47,021 37,320 -9,701 0.36% -$10.39K
VOLT LXXXIV LLC SER 2019-NP10 CL A1A S/UP REGD 144A P/P 3.42550000 52,754 37,089 -15,665 0.35% -$15.70K
Freddie Mac Whole Loan Securities Trust, Series 2015-SC02, Class 1A 27,687 22,220 -5,467 0.21% -$5.72K
TPMT 16-5 A1 144A 2.5% 10-25-56 18,437 16,557 -1,880 0.16% -$1.96K
RBSSP Resecuritization Trust 3,156 2,214 -942 0.02% -$944
Security Shares Nov 2020 Shares Feb 2021 Δ shares End % Δ value
UNITED STATES TREASURY NOTE 2.00000000 625,000 625,000 0 6.01% -$2.73K
US TREASURY N/B 550,000 550,000 0 5.54% -$8.74K
US TREASURY N/B 325,000 325,000 0 3.29% -$4.48K
US TREASURY N/B 225,000 225,000 0 2.30% -$30.06K
CITIGROUP INC 125,000 125,000 0 1.33% -$2.79K
BANK OF AMER CRP 100,000 100,000 0 0.97% -$3.36K
BX TRUST 100,000 100,000 0 0.95% $4.35K
Intesa Sanpaolo SpA, Series XR 75,000 75,000 0 0.79% -$1.45K
SOCIETE GENERALE SA 75,000 75,000 0 0.75% $207
DEUTSCHE BANK NY 75,000 75,000 0 0.72% -$77
MBRT 2019-MBR 6.31 75,000 75,000 0 0.71% $1.52K
HCA INC 50,000 50,000 0 0.60% -$3.25K
KINDER MORGAN EN 50,000 50,000 0 0.57% -$1.97K
MCDONALD'S CORP 50,000 50,000 0 0.57% -$4.80K
VULCAN MATERIALS 50,000 50,000 0 0.57% -$2.03K
VERIZON COMM INC 50,000 50,000 0 0.57% -$4.07K
BOARDWALK PIPELI 50,000 50,000 0 0.56% $1.07K
Electricite de France SA 50,000 50,000 0 0.56% -$1.20K
CHENIERE CORP CH 50,000 50,000 0 0.55% $366
BROADCOM INC 50,000 50,000 0 0.55% -$2.40K
SABINE PASS LIQU 50,000 50,000 0 0.55% $256
CENTERPOINT ENER 50,000 50,000 0 0.55% -$1.83K
Enel Finance International NV 50,000 50,000 0 0.54% -$1.15K
COMCAST CORP 50,000 50,000 0 0.54% -$5.75K
FEDEX CORP 50,000 50,000 0 0.54% -$6.05K
Anglo American Capital PLC 50,000 50,000 0 0.54% $267
HUNTSMAN INT LLC 50,000 50,000 0 0.54% -$966
NUTRIEN LTD REGD 3.95000000 50,000 50,000 0 0.54% -$3.68K
KEYBANK NATL ASSN 3.9% 04/13/2029 50,000 50,000 0 0.54% -$1.29K
GEN MOTORS FIN 50,000 50,000 0 0.54% -$502
VODAFONE GROUP 50,000 50,000 0 0.53% -$5.19K
AMERICAN HOMES 4 50,000 50,000 0 0.53% -$1.28K
EXELON GENERATIO 50,000 50,000 0 0.53% $302
JPMORGAN CHASE 50,000 50,000 0 0.53% -$837
US TREASURY N/B 50,000 50,000 0 0.53% -$1.95K
SEMPRA ENERGY 50,000 50,000 0 0.53% -$4.85K
SYNCHRONY FINANC 50,000 50,000 0 0.52% -$261
Tencent Holdings Ltd 50,000 50,000 0 0.52% -$626
ABBVIE INC 50,000 50,000 0 0.51% -$2.81K
APPALACHIAN PWR 50,000 50,000 0 0.51% -$5.90K
CREDIT SUISSE GROUP AG 144A 4.207000% 06/12/2024 50,000 50,000 0 0.51% -$266
DEUTSCHE BANK NY 50,000 50,000 0 0.51% $118
AIR LEASE CORP 50,000 50,000 0 0.51% $714
ENTERGY TEXAS 50,000 50,000 0 0.50% -$5.65K
FLS 3.5 10/01/30 50,000 50,000 0 0.50% $649
DIAMONDBACK ENERGY INC REGD 2.87500000 50,000 50,000 0 0.50% $843
FORD MOTOR CRED 50,000 50,000 0 0.50% $1.12K
BP CAPITAL MARKETS PLC T5Y+NA PERP 50,000 50,000 0 0.50% -$661
STANDARD CHARTERED PLC SR UNSECURED 144A 01/26 VAR 50,000 50,000 0 0.50% -$94
SR UNSECURED 144A 05/23 3.491 50,000 50,000 0 0.49% -$307
WELLS FARGO CO 50,000 50,000 0 0.49% -$1.27K
VERISK ANALYTICS 50,000 50,000 0 0.49% -$7.50K
WEA FINANCE LLC REGD 144A P/P 2.87500000 50,000 50,000 0 0.48% $744
NEXTERA ENERGY 50,000 50,000 0 0.48% -$1.92K
AMERICAN TOWER 50,000 50,000 0 0.48% -$584
CITIGROUP COMMERCIAL MORTGAGE TRUST 2019-SST2 CGCMT 2019-SST2 A 50,000 50,000 0 0.48% $33
COLONY MORTGAGE CAPITAL LTD CLNY 2019 IKPR A 144A 50,000 50,000 0 0.47% $2.28K
CHEVRON CORP 50,000 50,000 0 0.47% -$5.82K
KEMPER 50,000 50,000 0 0.47% -$889
TOTAL CAP INTL 50,000 50,000 0 0.47% -$5.89K
CONAGRA BRANDS 50,000 50,000 0 0.46% -$1.54K
TSMC Global Ltd. 50,000 50,000 0 0.46% -$824
PHILLIPS 66 50,000 50,000 0 0.46% -$1.25K
CUBESMART LP 50,000 50,000 0 0.46% -$1.57K
O'REILLY AUTOMOT 50,000 50,000 0 0.45% -$1.94K
TSMC GLOBAL LTD 144A 1.375000% 09/28/2030 50,000 50,000 0 0.45% -$1.40K
WASTE MANAGEMENT 50,000 50,000 0 0.43% -$5.49K
VISA INC 50,000 50,000 0 0.40% -$5.61K
DDR CORP 35,000 35,000 0 0.37% $1.46K
CHARTER COMM OPT 25,000 25,000 0 0.32% -$2.14K
Standard Chartered PLC 25,000 25,000 0 0.31% -$936
CVS HEALTH CORP 25,000 25,000 0 0.29% -$1.22K
FIRSTENERGY CORP 25,000 25,000 0 0.28% -$492
MARATHON PETRO 25,000 25,000 0 0.28% $355
INTERPUBLIC GRP 25,000 25,000 0 0.28% -$531
MARRIOTT INTL 25,000 25,000 0 0.27% -$125
T-MOBILE 144A SEC 4.5% 04-15-50 25,000 25,000 0 0.26% -$3.47K
MARATHON PETRO 25,000 25,000 0 0.26% $222
T-MOBILE 144A SEC 3.875% 04-15-30 25,000 25,000 0 0.26% -$1.19K
HSBC HOLDINGS 25,000 25,000 0 0.25% -$63
NextEra Energy Capital Holdings Inc 25,000 25,000 0 0.25% -$418
PROLOGIS LP 25,000 25,000 0 0.25% -$711
HYUNDAI CAPITAL AMERICA 144A LIFE SR UNSEC 3.25% 09-20-22 25,000 25,000 0 0.25% -$55
BOEING CO 25,000 25,000 0 0.24% $418
New Residential Advance Receivables Trust Advance Receivables Backed 2020-T1 25,000 25,000 0 0.24% $14
HSBC HOLDINGS 25,000 25,000 0 0.24% -$226
KIMBERLY-CLARK 25,000 25,000 0 0.23% -$658
SUMITOMO MITSUI 25,000 25,000 0 0.23% -$702
AMAZON.COM INC 25,000 25,000 0 0.22% -$4.16K
DDR CORP 15,000 15,000 0 0.15% $73

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