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Holdings (Monthly) Guide ↗

Nomura Tax-Free USA Intermediate Fund

· Delaware Group Tax Free Fund
Monthly Holdings $856M AUM 7 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 11 New 1 Added 7 Reduced 14 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 PUERTO RICO, COMMONWEALTH OF 74514L3T2 Feb 2026 14,369,185 -3,857,143 $9.9M -20.3% 1.17% DBT
2 PUERTO RICO, COMMONWEALTH OF 74514L3M7 Feb 2026 5,415,000 -2,073,979 $5.4M -28.7% 0.63% DBT
3 METROPOLITAN PIER & EXPOSITION AUTHORITY (IL) 592248BE7 Feb 2026 6,770,000 -2,195,000 $2.6M -24.6% 0.30% DBT
4 TUSCALOOSA COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY (AL) 90068FAZ9 Feb 2026 2,297,937 -202,063 $2.3M -8.0% 0.27% DBT
5 RHODE ISLAND HOUSING & MORTGAGE FINANCE CORP (RI) 76221SAL5 Feb 2026 1,985,000 -2,515,000 $2.1M -56.3% 0.25% DBT
6 UNIVERSITY OF COLORADO HOSPITAL AUTHORITY (CO) 914183BJ6 Feb 2026 1,100,000 -4,800,000 $1.1M -81.4% 0.13% DBT
7 PUERTO RICO SALES TAX FINANCING CORP 74529JPV1 Feb 2026 25,000 -2,990,000 $25K -99.2% 0.00% DBT