SBIFX
Saturna Bond Income Fund
SATURNA 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.

Nov 30, 2025 → Feb 28, 2026

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

No positions in this category.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
UNITED TECH CORP 250,000 0 -250,000 0.00% -$274.93K
CAN NATURAL RES 225,000 0 -225,000 0.00% -$245.77K
Equinor ASA 224,000 0 -224,000 0.00% -$244.40K
BHI 6.875 01/15/29 100,000 0 -100,000 0.00% -$107.92K

No positions in this category.

Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
MN MNSHSG 5.92 07/01/2049 300,000 295,000 -5,000 2.77% -$2.43K
Security Shares Nov 2025 Shares Feb 2026 Δ shares End % Δ value
US TREASURY N/B 770,000 770,000 0 7.10% $7.40K
U.S. Treasury STRIPS Coupon 1,550,000 1,550,000 0 5.71% $15.59K
US TREASURY N/B 560,000 560,000 0 4.21% $4.68K
US TREASURY N/B 400,000 400,000 0 3.98% $641
APPLE INC 350,000 350,000 0 3.29% $515
MICROSOFT CORP 350,000 350,000 0 3.23% -$2.04K
HOME DEPOT INC 300,000 300,000 0 3.01% $414
BURLINGTON NORTH 310,000 310,000 0 2.84% $2.36K
MA MASHSG 5.99 12/01/2044 300,000 300,000 0 2.84% $3.73K
MD MCDHSG 5.99 09/01/2044 300,000 300,000 0 2.83% $4.21K
US TREASURY N/B 400,000 400,000 0 2.67% $2.39K
PRAXAIR INC 350,000 350,000 0 2.63% $2.44K
PUGET SOUND ENRG 300,000 300,000 0 2.49% $6.60K
Lowe's Cos Inc 250,000 250,000 0 2.47% -$966
MEDTRONIC INC 260,000 260,000 0 2.36% -$185
BDX 6.7 08/01/28 240,000 240,000 0 2.34% $1.23K
CT CTSHSG 5.92 11/15/2055 250,000 250,000 0 2.34% $1.87K
FHLB 5 10/14/44 250,000 250,000 0 2.32% $2.88K
U.S. Treasury Inflation-Protected Notes 2.125%, Due 02/15/2054 250,000 250,000 0 2.26% $1.94K
SCHERING-PLOUGH 215,000 215,000 0 2.25% -$67
BANK OF NY MELLO 250,000 250,000 0 2.24% $1.03K
VA VASHSG 5.95 10/01/2066 240,000 240,000 0 2.24% $1.38K
JOHNSON&JOHNSON 226,000 226,000 0 2.20% -$347
KPN NV 200,000 200,000 0 2.15% -$145
NXP BV/NXP FDG 300,000 300,000 0 2.12% $1.53K
UNILEVER CAPITAL 200,000 200,000 0 2.03% $1.62K
T 6.875 10/15/31 200,000 200,000 0 2.01% $1.01K
Procter & Gamble Co/The 200,000 200,000 0 1.98% $752
NY NYC 5.85 06/01/2040 200,000 200,000 0 1.94% $367
FN MA5538 250,000 250,000 0 1.89% -$9.25K
CT CTSHSG 5.8 11/15/2045 200,000 200,000 0 1.88% $2.99K
UBS 7.75 09/01/26 200,000 200,000 0 1.86% -$1.67K
ALABAMA POWER CO 200,000 200,000 0 1.57% $1.26K
STT F 06/15/47 150,000 150,000 0 1.24% $2.09K
US TREASURY N/B 145,000 145,000 0 1.13% $1.46K
Deere & Co 95,000 95,000 0 1.02% $123
NEE 5.95 10/01/33 100,000 100,000 0 1.01% $250
KIMBERLY-CLARK 100,000 100,000 0 0.96% $2.54K
CHUBB INA HLDGS 100,000 100,000 0 0.81% -$450
US TREASURY N/B 75,000 75,000 0 0.76% -$100
Johnson & Johnson 5.85 07/15/2038 50,000 50,000 0 0.51% $164
MICROSOFT CORP 50,000 50,000 0 0.48% -$998

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