Fund comparison · from official SEC filings
IBMX vs TAXF: how much do they overlap?
iShares iBonds Dec 2035 Term Muni Bond ETF and American Century Diversified Municipal Bond ETF
vs
Shared holdings
Company
IBMX
TAXF
M
MCSXXBLCKRCK LIQ FD MUNICSH-INST
0.86%
1.60%
W
WA SEAPWR 5 02.01.2039SEATTLE MUNI-REF-REV
0.23%
0.09%
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%
M
MA MASDEV 05.15.2055MA ST DEV FIN AGY-A-2
2.34%
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%
Only in TAXF
W
WI PUBGEN 5.5 12.01.2044PUB FIN AUTH-A-REV
0.93%
N
NY BUIGEN 5.25 12.15.2031BUILD NYC-B-3
0.90%
A
AR ARSDEV 09.01.2046AR DEV FIN AUTH-A-AMT
0.76%
N
NJ NJSHGR 4.25 12.01.2046NJ HGR EDU AUTH-A
0.61%
P
PR PRCGEN 4.33 07.01.2040RESTRUCTURED-SER A-2
0.60%
I
IL ILSTRN 5 01.01.2047IL ST TOLL HWY AUTH-A
0.58%
A
AL SOUUTL 08.01.2054S E ALABAMA ST GAS SP
0.56%
W
WI PUBFIN 4.12 07.01.2043PUBLIC FIN AUTH
0.48%
F
FL ORLUTL 5 10.01.2048ORLANDO UT COMM-A
0.47%
A
AL ESDPWR 04.01.2054ENERGY SE COOP-B-1
0.43%
S
SC PEGUTL 10.01.2054PATRIOTS ENERGY GROUP
0.41%
N
NY NYCUTL 5 06.15.2046NYC MUNI WTR FIN-DD
0.41%
A
AL SEEPWR 5 10.01.2030SOUTHEAST ENERGY-E
0.40%
I
IL ILS 5.5 04.01.2051ILLINOIS ST-C
0.40%
A
AL BBEUTL 5 10.01.2035BLACK BELT ENERGY-G
0.40%
N
NE NESPWR 5 07.01.2028NE PUB PWR DT-B
0.39%
F
FL PCOUTL 5 10.01.2056PALM COAST-REV-REF
0.39%
T
TX GREPWR 5 02.15.2056GREENVILLE-REV
0.39%
F
FL MIAEDU 5 04.01.2048MIAMI-DADE CO EDU FAC
0.38%
O
OH PRTDEV 4.4 11.01.2040GTR CINCINNATI PORT
0.37%
T
TX DEESCD 4 08.15.2043DEER PARK ISD
0.36%
O
OH WORSCD 5.5 12.01.2054WORTHINGTON CITY SD-C
0.36%
A
AL BBEUTL 5 12.01.2034BLACK BELT ENRGY DT-B
0.36%
S
SD SDSMED 3.25 09.01.2030SD HLTH & EDU-B-2
0.35%
A
AL BBEUTL 5 10.01.2033BLACK BELT ENERGY-I
0.35%
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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.