Popular Total Return Fund Inc.
Popular Total Return Fund Inc

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
U.S. Treasury Bills 0 3,370,000 3,370,000 4.92% $3.36M
US TREASURY N/B 0 1,250,000 1,250,000 1.83% $1.25M
US TREASURY N/B 0 1,250,000 1,250,000 1.78% $1.22M
U.S. Treasury Bills 0 1,115,000 1,115,000 1.63% $1.11M
FNMA UMBS, 30 Year 0 1,231,050 1,231,050 1.58% $1.08M
US TREASURY N/B 0 1,075,000 1,075,000 1.54% $1.06M
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
U.S. Treasury Bills 3,730,000 0 -3,730,000 0.00% -$3.72M
U.S. Treasury Bills 3,540,000 0 -3,540,000 0.00% -$3.54M
U.S. Treasury Bills 1,071,000 0 -1,071,000 0.00% -$1.07M
US TREASURY N/B 550,000 0 -550,000 0.00% -$550.71K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Vanguard Tax Managed Funds FTSE DEVELOPED MKTS ETF 146,879 156,879 10,000 14.70% $877.28K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Vanguard S&P 500 ETF 41,777 39,477 -2,300 34.49% -$2.61M
Fannie Mae Pool CB1152 1,923,521 1,908,348 -15,173 2.46% -$24.74K
Ginnie Mae II Pool BQ2093 1,589,200 1,575,976 -13,224 1.87% -$14.28K
Ginnie Mae II Pool 1,099,425 1,089,378 -10,047 1.43% -$9.82K
Ginnie Mae II Pool 997,004 971,597 -25,407 1.31% -$29.04K
Ginnie Mae II Pool 1,129,126 1,023,377 -105,749 1.22% -$88.83K
Ginnie Mae II Pool 930,378 923,674 -6,704 1.10% -$7.55K
Freddie Mac Pool QC 7890 879,168 871,856 -7,312 1.03% -$7.71K
Ginnie Mae II Pool 753,006 734,973 -18,033 0.99% -$20.87K
Ginnie Mae II Pool 773,200 766,440 -6,759 0.91% -$7.24K
Ginnie Mae I Pool 698,994 692,227 -6,766 0.91% -$8.37K
Ginnie Mae II Pool 767,849 761,425 -6,424 0.91% -$6.96K
Fannie Mae Pool 691,724 675,152 -16,572 0.89% -$18.67K
Ginnie Mae I Pool 638,479 633,072 -5,407 0.83% -$5.37K
Ginnie Mae II Pool 605,042 598,711 -6,331 0.76% -$3.80K
Ginnie Mae I Pool 516,804 508,270 -8,534 0.68% -$10.77K
Fannie Mae Pool 721,894 526,005 -195,888 0.63% -$160.23K
Fannie Mae Pool 478,969 475,229 -3,740 0.61% -$6.03K
Fannie Mae Pool 403,823 400,431 -3,392 0.53% -$5.70K
Ginnie Mae I Pool 367,710 353,535 -14,175 0.51% -$16.28K
Ginnie Mae I Pool 323,487 319,057 -4,429 0.48% -$8.31K
Fannie Mae Pool 229,027 219,570 -9,457 0.32% -$10.60K
Ginnie Mae I Pool 209,736 198,306 -11,430 0.28% -$11.77K
Fannie Mae Pool 197,483 162,772 -34,711 0.23% -$34.90K
Ginnie Mae I Pool 84,840 63,410 -21,430 0.09% -$21.22K
Ginnie Mae I Pool 30,557 29,551 -1,006 0.04% -$1.15K
Ginnie Mae I Pool 22,838 22,308 -530 0.03% -$1.60K
Ginnie Mae I Pool 17,928 16,900 -1,029 0.02% -$1.09K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
VANGUARD FTSE EM 62,924 62,924 0 4.97% $18.25K
US TREASURY N/B 1,775,000 1,775,000 0 2.63% -$15.74K
US TREASURY N/B 1,390,000 1,390,000 0 2.04% -$3.56K
VANGUARD MID-C E 4,213 4,213 0 1.77% -$12.81K
US TREASURY N/B 1,180,000 1,180,000 0 1.71% -$5.53K
US TREASURY N/B 810,000 810,000 0 1.19% -$6.20K
Russell 2000 ETF 2,490 2,490 0 0.90% $4.58K
US TREASURY N/B 550,000 550,000 0 0.80% -$268
US TREASURY N/B 290,000 290,000 0 0.42% -$922

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