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Holdings (Monthly) Guide ↗

California Intermediate Tax-Exempt Fund

· Northern Funds
Monthly Holdings $265M AUM 7 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
All 26 New 1 Added 7 Reduced 7 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 CALIFORNIA STATEWID 5.00% CASDEV Mar 2026 3,630,000 -1,000,000 $3.9M -21.0% 1.52% DBT
2 NI US GOV T PORTFOLIO BNGXX Mar 2026 2,925,006 -955,264 $2.9M -24.6% 1.13% STIV
3 CALIFORNIA MUNICIPA 2.65% CASMFH Mar 2026 3,210,356 -11,701 $2.9M +2.1% 1.10% DBT
4 CALIFORNIA HOUSING 3.75% CASHSG Mar 2026 1,863,541 -8,381 $1.9M +0.2% 0.73% DBT
5 CITY OF LONG BEACH 5.00% LONTRN Mar 2026 1,500,000 -1,500,000 $1.5M -50.0% 0.59% DBT
6 CALIFORNIA ST FRN CAS Mar 2026 1,400,000 -2,100,000 $1.4M -60.0% 0.54% DBT
7 ALAMEDA UNIFIED SCH 5.00% ALASCD Mar 2026 1,000,000 -1,000,000 $1.0M -50.0% 0.39% DBT