Fund comparison · from official SEC filings
IGIB vs MGBOX: how much do they overlap?
iShares 5-10 Year Investment Grade Corporate Bond ETF and MFS Global Opportunistic Bond Fund
vs
Shared holdings
Company
IGIB
MGBOX
P
PETMK 5.34 04.03.35 144APETRONAS CAPITAL LTD
0.07%
0.18%
M
MARS 5.2 03.01.35 144AMARS INC
0.17%
0.10%
G
GS V5.065 01.21.37GOLDMAN SACHS GROUP INC
0.16%
0.08%
O
ORCL 5.7 02.04.36ORACLE CORP
0.15%
0.05%
S
SMBCAC 5.25 11.26.35 144ASMBC AVIATION CAPITAL FI
0.02%
0.15%
F
FLTR 5.875 06.04.31 144AFLUTTER TREASURY DAC
0.03%
0.14%
B
BAC V5.464 05.09.36BANK OF AMERICA CORP
0.07%
0.14%
J
JPM V5.502 01.24.36JPMORGAN CHASE & CO
0.11%
0.13%
B
BACARD 5.4 06.15.33 144ABACARDI LTD / MARTINI BV
0.02%
0.13%
W
WFC V3.35 03.02.33 MTNWELLS FARGO & COMPANY
0.13%
0.07%
A
ABT 4.65 03.15.36ABBOTT LABORATORIES
0.13%
0.11%
S
SR 4.6 09.01.31SPIRE INC
0.01%
0.13%
U
UBS V2.746 02.11.33 144AUBS GROUP AG
0.06%
0.13%
C
CRM 4.9 09.15.31SALESFORCE INC
0.12%
0.09%
G
GS V5.016 10.23.35GOLDMAN SACHS GROUP INC
0.12%
0.08%
A
ARAMCO 5 02.02.36 144ASAUDI ARABIAN OIL CO
0.04%
0.12%
O
ORCL 5.35 05.04.33ORACLE CORP
0.11%
0.05%
N
NGGLN 5.843 01.10.35 144ABOSTON GAS COMPANY
0.02%
0.11%
E
ENTERP 5.25 04.30.36 144AERAC USA FINANCE LLC
0.03%
0.11%
O
OCPMR 6.75 05.02.34 144AOFFICE CHERIFIEN DES PHO
0.04%
0.11%
E
ENAPCL 5.95 07.30.34 144AEMPRESA NACIONAL DEL PET
0.01%
0.11%
C
CITSEC 5.75 03.27.36CITADEL SECURITIES GLOBA
0.02%
0.10%
P
PLNIJ 5.45 02.03.36 144APERUSAHAAN LISTRIK NEGAR
0.03%
0.10%
S
SCHW V4.914 11.14.36CHARLES SCHWAB CORP
0.03%
0.10%
F
FERG 5 10.03.34FERGUSON ENTERPRISES INC
0.03%
0.10%
Only in IGIB
B
BISXXBCF INSTITUTIONAL-SL AGNCY
10.06%
M
META 4.875 11.15.35META PLATFORMS INC
0.21%
A
AMZN 4.875 03.13.36AMAZON.COM INC
0.20%
A
ABIBB 4.7 02.01.36 *ANHEUSER-BUSCH CO/INBEV
0.18%
B
BAC V5.288 04.25.34BANK OF AMERICA CORP
0.18%
B
BAC V5.015 07.22.33 MTNBANK OF AMERICA CORP
0.18%
B
BAC V5.468 01.23.35BANK OF AMERICA CORP
0.18%
P
PFE 4.75 05.19.33PFIZER INVESTMENT ENTER
0.17%
J
JPM V5.35 06.01.34JPMORGAN CHASE & CO
0.16%
C
CRM 5.55 03.15.36SALESFORCE INC
0.16%
J
JPM V4.912 07.25.33JPMORGAN CHASE & CO
0.15%
W
WFC V5.557 07.25.34 MTNWELLS FARGO & COMPANY
0.15%
G
GOOGL 4.8 02.15.36ALPHABET INC
0.15%
A
AMGN 5.25 03.02.33AMGEN INC
0.15%
W
WFC V4.897 07.25.33 MTNWELLS FARGO & COMPANY
0.15%
A
AER 3.3 01.30.32AERCAP IRELAND CAP/GLOBA
0.14%
B
BAC V4.571 04.27.33BANK OF AMERICA CORP
0.14%
B
BAC V5.872 09.15.34BANK OF AMERICA CORP
0.14%
J
JPM V5.576 07.23.36JPMORGAN CHASE & CO
0.14%
V
VZ 2.355 03.15.32VERIZON COMMUNICATIONS
0.14%
A
AMZN 4.55 03.13.33AMAZON.COM INC
0.13%
B
BAC V5.045 02.06.37BANK OF AMERICA CORP
0.13%
W
WFC V5.389 04.24.34WELLS FARGO & COMPANY
0.13%
G
GS V3.102 02.24.33GOLDMAN SACHS GROUP INC
0.13%
G
GS V2.383 07.21.32GOLDMAN SACHS GROUP INC
0.13%
Only in MGBOX
U
UKT 4 10.22.31UNITED KINGDOM GILT
3.44%
B
BTPS 1.45 03.01.36 16YBUONI POLIENNALI DEL TES
2.39%
?
—MFS Institutional Money Market Portfolio
2.31%
U
UKT 4.5 03.07.35UNITED KINGDOM GILT
2.11%
B
BNTNF 10 01.01.35 NTNFNOTA DO TESOURO NACIONAL
1.83%
C
CGB 2.88 02.25.33 INBKCHINA GOVERNMENT BOND
1.80%
C
CGB 1.43 01.25.30 INBKCHINA GOVERNMENT BOND
1.79%
K
KTB 2.5 09.10.30 3009KOREA TREASURY BOND
1.63%
C
CAN 2.25 02.01.28CANADIAN GOVERNMENT
1.61%
T
T 3.875 05.15.43US TREASURY N/B
1.60%
K
KTB 1.5 12.10.30 3012KOREA TREASURY BOND
1.43%
S
SAGB 8.75 02.28.48 2048REPUBLIC OF SOUTH AFRICA
1.07%
F
FRTR 2.7 02.25.31 OATFRANCE (GOVT OF)
1.04%
C
CGB 3.13 11.21.29 INBKCHINA GOVERNMENT BOND
1.02%
K
KTB 1.875 06.10.29 2906KOREA TREASURY BOND
0.95%
P
PERUGB 6.85 08.12.35BONOS DE TESORERIA
0.87%
B
BTPS 4.1 04.30.46 20YBUONI POLIENNALI DEL TES
0.85%
F
FRTR 3.25 05.25.55 OATFRANCE (GOVT OF)
0.66%
G
GGB 3.375 06.16.36HELLENIC REPUBLIC
0.61%
C
CAN 1.5 12.01.31CANADIAN GOVERNMENT
0.60%
N
NZGB 4.5 05.15.30 0530NEW ZEALAND GOVERNMENT
0.60%
J
JGB 0.4 03.20.50 66JAPAN (30 YEAR ISSUE)
0.57%
T
T 4.25 05.15.35US TREASURY N/B
0.53%
F
FRTR 4.1 05.25.46 OATFRANCE (GOVT OF)
0.53%
C
CZGB 5.3 09.19.35 162CZECH REPUBLIC
0.52%
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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.