Fund comparison · from official SEC filings
IBMX vs LMIAX: how much do they overlap?
iShares iBonds Dec 2035 Term Muni Bond ETF and Columbia Massachusetts Intermediate Municipal Bond Fund
vs
Shared holdings
Company
IBMX
LMIAX
M
MA MASDEV 05.15.2055MA ST DEV FIN AGY-A-2
2.34%
1.73%
M
MCSXXBLCKRCK LIQ FD MUNICSH-INST
0.86%
0.32%
Only in IBMX
C
CA CAS 5 10.01.2035CALIFORNIA ST-REF
3.06%
T
TX UNIHGR 5 08.15.2036TX SYS UNIV BRD OF-B
2.55%
O
OH OHS 5 09.15.2036STATE OHIO-B-REF
2.21%
C
CA UNVHGR 5 05.15.2038CA UNIV REGENTS-CB
1.85%
M
MD MDS 5 06.01.2039MARYLAND ST-A
1.83%
C
CA LOSSCD 5 07.01.2039LOS ANGELES-SER QRR
1.60%
T
TX TXS 5 10.01.2036TX TRANSPRTN COMM-REF
1.51%
N
NY MTATRN 5 11.15.2035MET TRANS AUTH-A-REF
1.48%
C
CA CAS 5 09.01.2035CALIFORNIA ST
1.38%
F
FL ORAUTL 5 10.01.2039ORANGE CO
1.37%
C
CT CTSGEN 5 07.01.2036CONNECTICUT ST-A-REF
1.28%
N
NY NYSGEN 5 03.15.2037DASNY-C-REF
1.16%
N
NV CLASCD 5 06.15.2035CLARK CO SCH DT-B-REF
1.16%
W
WI WIS 5 05.01.2038WISCONSIN ST#3
1.15%
N
NY NYCGEN 5 05.01.2037NY TRANSITIONAL FIN-B
1.15%
A
AZ AZSHGR 5 06.01.2038ARIZONA BRD REGENTS-B
1.14%
W
WA WAS 5 08.01.2039WASHINGTON ST-R-2025D
1.14%
C
CA LOSUTL 5 07.01.2035LOS ANG DEPT OF WTR-E
1.12%
H
HI HON 5 07.01.2035HONOLULU CO & CITY-D
1.06%
O
OK OKSTRN 5 01.01.2038OK TPK AUTH-A
1.03%
U
UT DAVSCD 5 06.01.2036DAVIS SD BOE
0.93%
D
DE DES 5 05.01.2038DELAWARE ST
0.93%
N
NJ NJSTRN 5 06.15.2035NJ TRANSPRTN TRUST-AA
0.93%
T
TX SANWTR 5 05.15.2036SAN ANTIONO-C-REF
0.92%
C
CA UNVHGR 5 05.15.2039CA UNIV REGENTS-CA
0.92%
Only in LMIAX
M
MA MASTRN 0 07.01.2032MA BAY TRANS-A-REF
6.25%
M
MA MASHGR 0 05.01.2028MA CLG BLDG SR-CAB- A
5.63%
M
MA MAS 5 12.01.2030MASSACHUSETTS ST-I
4.53%
M
MA MASTRN 0 07.01.2029MA BAY TRANS-A-REF
4.08%
M
MA MASDEV 5 10.01.2036MASSACHUSETTS ST DEV
2.40%
M
MA MASDEV 5 11.15.2033MA DEV FIN AGY-LINDEN
2.31%
M
MA MASDEV 4 01.01.2031MA DEV FIN AGY-REF
2.27%
M
MA MASDEV 4 10.01.2032MA DEV FIN AGY-REF
2.22%
M
MA MASDEV 5 10.01.2033MASSACHUSETTS ST DEV
1.81%
M
MA MASDEV 5 10.01.2036MA DEV FIN AGY-R-REF
1.77%
M
MA MASWTR 5 02.01.2037MA CLEAN WTR TRUST-27
1.74%
M
MA MASDEV 5 10.01.2038MA DEV FIN AGY-B-1
1.69%
M
MA MASDEV 5 07.01.2039MA DEV FIN AGY-REF
1.68%
M
MA MASDEV 4 10.01.2037MASSACHUSETTS ST DEV
1.67%
M
MA MASWTR 5 08.01.2040MA WTR RESOURCES-C
1.66%
M
MA MAS 5 03.01.2039MASSACHUSETTS ST-A
1.66%
M
MA MASWTR 5 02.01.2043MA CLEAN WTR TRST-26B
1.66%
M
MA MASDEV 5 10.01.2041MA DEV FIN AGY-A-REF
1.65%
M
MA MAS 5 08.01.2041MASSACHUSETTS CMN-D
1.65%
M
MA BOS 5 02.01.2042BOSTON-A
1.65%
M
MA MAS 5 08.01.2040MASSACHUSETTS-C-REF
1.64%
M
MA MAS 5 05.01.2040MA ST-A
1.64%
M
MA MASDEV 5 07.01.2042MA DEV FIN AGY-D-REF
1.62%
M
MA MASDEV 5 07.01.2037MA ST DEV FIN -J1
1.59%
M
MA MASDEV 5 10.01.2032MA ST DEV FIN AGY
1.58%
Hold IBMX and LMIAX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
IBMX vs EVIMEaton Vance Intermediate Municipal Income ETF
2% overlap
LMIAX vs LITAXColumbia Intermediate Duration Municipal Bond Fund
2% overlap
LMIAX vs FDMMXFidelity Massachusetts Municipal Income Fund
2% overlap
LMIAX vs AMAAXAB Massachusetts Portfolio
1% overlap
LMIAX vs CCAOXColumbia Strategic California Municipal Income Fund
1% overlap
IBMX vs MUBiShares National Muni Bond ETF
1% 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.