U.S. Monthly Income Fund for Puerto Rico Residents, Inc.
U.S. Monthly Income Fund for Puerto Rico Residents, 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

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Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Autopistas Metropolitanas de Puerto Rico LLC 8,466,000 8,286,000 -180,000 12.07% -$261.51K
FNMA POOL AR51623.50% DUE 05/01/43 2,216,621 2,124,861 -91,760 2.94% -$112.46K
NYS URBAN DEV CORP 1,270,000 1,085,000 -185,000 1.63% -$198.14K
DALLAS CONV CTR 1,000,000 975,000 -25,000 1.59% -$27.83K
FNMA AV70703.00% DUE 06/01/45 1,101,603 1,090,056 -11,547 1.45% -$17.08K
FNMA POOL AP11993.5% DUE 10/01/42 1,053,956 1,038,284 -15,672 1.44% -$27.12K
PUBLIC PWR GENERATIOREV BDS 800,000 765,000 -35,000 1.26% -$27.50K
BAY AREA TOLL-S1 1,000,000 748,412 -251,588 1.24% -$299.46K
NEW YORK N Y CITY ININSTALLMENT PUR AND 855,000 750,000 -105,000 1.10% -$110.94K
FNMA AP12073.50% DUE 02/01/43 615,306 607,302 -8,004 0.84% -$14.84K
FNMA 8500325.50% DUE 05/01/36 147,273 143,776 -3,497 0.22% -$5.51K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
MUNI ELEC-BABS-TXB 2,149,000 2,149,000 0 3.50% -$34.61K
MTA NY-TXB 1,755,000 1,755,000 0 2.99% -$29.82K
LOUISVILLE/JEFFERSON 1,865,000 1,865,000 0 2.85% -$11.57K
CHICAGO ARPT-BABS-B 1,705,000 1,705,000 0 2.75% -$27.16K
RUTGERS UNV-TXB-H-BAB 1,815,000 1,815,000 0 2.73% -$17.37K
WASHINGTON ST CONVENTION CENTE WASFAC 07/40 FIXED 6.79 1,690,000 1,690,000 0 2.67% $2.09K
NEW YORK N Y CITY TRBLDG AID REV BDS 1,630,000 1,630,000 0 2.62% -$13.44K
NJ TPK-TXB-A-BABS 1,490,000 1,490,000 0 2.53% -$21.97K
PORT OF MORROW OR TRA 2,000,000 2,000,000 0 2.25% -$13.82K
IDAHO HEALTH FACS AUTAXABLE BDS 1,500,000 1,500,000 0 2.02% -$18.69K
San Francisco City and County Redevelopment Financing Authority, California, Tax Allocation Revenue Bonds, San Francisco Redevelopment Projects, Taxab 1,140,000 1,140,000 0 2.01% -$2.16K
TX ST PRIV ACTIVITY-B 1,715,000 1,715,000 0 2.01% -$4.78K
MICHIGAN ST UNIV-A 1,500,000 1,500,000 0 2.01% $6.46K
PORT AUTH-TXB-164TH 1,250,000 1,250,000 0 1.92% -$25.13K
REGL TRNSP DIST-BABS 1,250,000 1,250,000 0 1.84% -$10.41K
CA ST-TXBL-BABS 1,000,000 1,000,000 0 1.75% -$15.58K
Pennsylvania Turnpike Commission, Revenue Bonds, Series 2010B 1,210,000 1,210,000 0 1.72% -$13.07K
NTHRN CA PWR AGY REVENUE NORPWR 06/40 FIXED 7.311 1,000,000 1,000,000 0 1.64% $1.80K
Southern California Public Power Authority, Series A 1,075,000 1,075,000 0 1.64% -$8.04K
CHICAGO IL WSTWTR TRANSMISSION REVENUE 1,000,000 1,000,000 0 1.61% -$12.61K
N TX HWY-TXB-B 1,000,000 1,000,000 0 1.61% -$8.11K
PORT PORTLAND ORE ARTAXABLE CUSTOMER FAC 1,200,000 1,200,000 0 1.60% -$17.13K
Atlanta & Fulton County Recreation Authority 1,000,000 1,000,000 0 1.43% -$13.04K
NEW YORK TRANSN DEVSPL FACS BDS 1,000,000 1,000,000 0 1.42% -$1.69K
NEW YORK NY CITY OF NEW YORK NY 914,394 914,394 0 1.39% -$9.54K
Los Angeles Department of Airports, California, Revenue Bonds, Los Angeles International Airport, Build America Taxable Bonds, Series 2009C 860,000 860,000 0 1.35% -$8.74K
Louisville/Jefferson County Metropolitan Government 1,000,000 1,000,000 0 1.33% -$6.17K
NY DORM AUTH-B-TXBL 1,000,000 1,000,000 0 1.30% -$21.15K
CALIFORNIA STWD CMNTYS DEV AUTH REVENUE 1,000,000 1,000,000 0 1.23% -$7.37K
CA TXB-VAR PURP 700,000 700,000 0 1.22% -$18.55K
Escambia (County of), FL Health Facilities Authority (Baptist Health Care Corp. Obligated Group), Series 2020, Ref. RB 1,000,000 1,000,000 0 1.19% -$17.62K
CHICAGO TRANSIT BAB 724,637 724,637 0 1.13% -$1.17K
HOUSTON TX UTILITY SYS REVENUE 1,000,000 1,000,000 0 1.11% -$5.37K
Nashville (City of) & Davidson (County of), TN Metropolitan Government Sports Authority (Stadium), Series 2023 D, RB 750,000 750,000 0 1.11% $5.81K
SPARTANBURG S C REGLTAXABLE BDS 1,000,000 1,000,000 0 1.05% -$10.05K
ALAMEDA JT PWRS-A-TXB 630,000 630,000 0 1.04% -$6.95K
SPARTANBURG S C REGLREF TAXABLE BDS 750,000 750,000 0 1.02% -$10.04K
San Jose California Airport 805,000 805,000 0 0.94% $3.77K
MET TRNS-TXB-E-UNREF 555,000 555,000 0 0.89% -$13.76K
CHICAGO O'HARE ARPT-C 650,000 650,000 0 0.83% -$2.43K
NEW JERSEY ST EDL FATAXABLE REF BDS 600,000 600,000 0 0.80% -$14.39K
OKLAHOMA ST DEV FIN AUTH HLTHSYS REVENUE 500,000 500,000 0 0.75% -$2.55K
MARYLAND ST STADIUM AUTH SPORTS FACS LEASE REVENUE 500,000 500,000 0 0.66% $325
LA CNTY 315,000 315,000 0 0.54% -$4.29K
MARYLAND ST ECONOMICTAXABLE BDS 375,000 375,000 0 0.54% -$158
GOLDEN ST TOBACCO SEC 330,000 330,000 0 0.40% -$2.67K
Kenton (County of), KY Airport Board, Series 2019, RB 285,000 285,000 0 0.37% -$2.39K
INGLEWOOD CALIFTAXABLE PENSION OBLI 250,000 250,000 0 0.31% -$1.66K
Wisconsin (State of) Center District, Series 2020 B, Ref. RB 240,000 240,000 0 0.28% -$1.59K
MARYLAND ST ECONOMICTAXABLE BDS 150,000 150,000 0 0.21% $314
MET TRANS-C2-UNREFUND 70,000 70,000 0 0.10% $680

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