Fund comparison · from official SEC filings
CBLDX vs NEAR: how much do they overlap?
CrossingBridge Low Duration High Income Fund and iShares Short Duration Bond Active ETF
vs
Shared holdings
Company
CBLDX
NEAR
T
T 3.5 01.15.29US TREASURY N/B
1.78%
4.16%
H
HCA 5.25 06.15.26HCA INC
2.29%
0.03%
G
GEN 6.75 09.30.27 144AGEN DIGITAL INC
1.21%
0.00%
I
IEP 5.25 05.15.27ICAHN ENTERPRISES/FIN
1.14%
0.01%
O
ORCL 3.25 11.15.27ORACLE CORP
0.90%
0.01%
L
LYRA 2025-1A A2LYRA 2025-1A A2
0.52%
0.02%
W
WBD 3.755 03.15.27 *DISCOVERY HOLDINGS INC
0.50%
0.02%
P
PFE 4.2 11.15.30PFIZER INC
0.32%
0.06%
C
CC 4.625 11.15.29 144ACHEMOURS CO
0.12%
0.00%
J
JBL 4.2 02.01.29JABIL INC
0.06%
0.07%
Only in CBLDX
F
FXFXXFIRST AM TREAS OBLI-X
5.24%
F
FGXXXFIRST AM GOVT OBLIG-X
2.84%
C
CMGMCO L 06.18.29 5TERRIER MEDIA BUYER INC
2.77%
C
CODI 5.25 04.15.29 144ACOMPASS GROUP DIVERSIFIE
2.40%
G
GRUB 13 07.31.30 144AGRUBHUB HOLDINGS INC
2.16%
A
ARCINV 10 03.27.30 QIBARCH INVESTMENT PARTNERS
2.09%
?
—888 ACQUISITIONS LLC
1.92%
S
SSNC 5.5 09.30.27 144ASS&C TECHNOLOGIES INC
1.90%
K
KDP 2.55 09.15.26KEURIG DR PEPPER INC
1.88%
?
—STANLEY BLACK & DECKER
1.74%
G
GPC 2.75 02.01.32GENUINE PARTS CO
1.70%
R
REFI L 10.18.28 FACHICAGO ATLANTIC REAL ES
1.60%
X
XPO 6.25 06.01.28 144AXPO INC
1.46%
G
GDDY 5.25 12.01.27 144AGO DADDY OPCO/FINCO
1.44%
?
—Marelli T/L (6/25)
1.41%
O
ORCL 2.65 07.15.26ORACLE CORP
1.39%
?
—Crown Castle Inc.
1.38%
T
TRSTLY F 10.08.30TRUSTLY AB
1.31%
E
EUENTR F 09.29.30EUROPEAN ENTERTAIN GROUP
1.26%
G
GCILLC 4.75 10.15.28 144AGCI LLC
1.25%
S
SNX 1.75 08.09.26TD SYNNEX CORP
1.20%
O
ONLPRI F 06.05.29OP HOLDCO GMBH
1.19%
?
—Mercer Park Opportunities Corp
1.16%
F
FET 10.5 11.07.29FORUM ENERGY TECHNOLOGIE
1.16%
A
AZRNLN F 10.02.29AZERION GROUP NV
1.15%
Only in NEAR
T
T 0.5 04.30.27US TREASURY N/B
13.86%
T
T 1.25 06.30.28US TREASURY N/B
3.65%
T
T 3.5 02.15.29US TREASURY N/B
3.14%
B
BISXXBCF INSTITUTIONAL-SL AGNCY
2.68%
T
T 1.75 01.31.29US TREASURY N/B
1.57%
T
T 4.375 08.31.28US TREASURY N/B
1.44%
T
T 3.875 04.15.29US TREASURY N/B
1.02%
T
T 1 07.31.28US TREASURY N/B
0.77%
C
C V4.643 05.07.28CITIGROUP INC
0.47%
A
APP 5.125 12.01.29APPLOVIN CORP
0.46%
P
PCG 4.55 07.01.30PACIFIC GAS & ELECTRIC
0.44%
T
T 3.375 09.15.28US TREASURY N/B
0.42%
J
JPM V4.915 01.24.29JPMORGAN CHASE & CO
0.40%
W
WFCM 2017-SMP AWFCM 2017-SMP A
0.37%
E
EQT 7.5 06.01.30EQT CORP
0.35%
T
T 3.875 03.15.28US TREASURY N/B
0.34%
A
AMZN 4 03.13.29AMAZON.COM INC
0.32%
G
GS V1.542 09.10.27GOLDMAN SACHS GROUP INC
0.32%
V
VNOM 4.9 08.01.30VIPER ENERGY PARTNERS LL
0.32%
M
MS V4.734 07.18.31MORGAN STANLEY PVT BANK
0.32%
C
CQP 4.5 10.01.29CHENIERE ENERGY PARTNERS
0.32%
C
C V4.952 05.07.31CITIGROUP INC
0.30%
V
VICI 4.75 02.15.28VICI PROPERTIES LP
0.29%
X
XTSLABLCKRCK CASH-TRSRY-SL AGNCY
0.27%
H
HCA 5 03.01.28HCA INC
0.27%
Hold CBLDX and NEAR together? See your combined true holdings, overlap, and blended fees — free, no signup.
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38% overlap
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30% overlap
CBLDX vs CBUDXCrossingBridge Ultra-Short Duration Fund
29% overlap
NEAR vs IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF
12% overlap
CBLDX vs RPHIXRIVERPARK SHORT TERM HIGH YIELD FUND
9% overlap
NEAR vs USIGiShares Broad USD Investment Grade Corporate Bond ETF
7% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.