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Holdings (Monthly) Guide ↗

Saturna Short-Term Bond Fund

· Saturna Investment Trust
Monthly Holdings $14M AUM 30 positions Period Feb 2026 Filed Apr 29, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 United States Treasury Bonds T Feb 2026 950,000 $1.0M 7.69% DBT
2 United States Treasury Notes T Feb 2026 750,000 $737K 5.49% DBT
3 Koninklijke KPN N.V. KPN Feb 2026 550,000 $645K 4.80% DBT
4 United States Treasury Bonds T Feb 2026 300,000 $643K 4.79% DBT
5 United States Treasury Notes T Feb 2026 650,000 $642K 4.77% DBT
6 United States Treasury Notes T Feb 2026 600,000 $603K 4.49% DBT
7 United States Treasury Bonds T Feb 2026 500,000 $554K 4.12% DBT
8 United States Treasury Notes T Feb 2026 400,000 $401K 2.98% DBT
9 Bank of America Corp. BAC Feb 2026 400,000 $400K 2.97% DBT
10 United States Treasury Notes T Feb 2026 350,000 $362K 2.69% DBT
11 United Rentals (North America), Inc. URI Feb 2026 350,000 $354K 2.63% DBT
12 Federal Home Loan Mortgage Corp. FHLMC Feb 2026 350,000 $350K 2.60% DBT
13 JPMorgan Chase & Co. JPM Feb 2026 350,000 $350K 2.60% DBT
14 Take-Two Interactive Software Inc. TTWO Feb 2026 350,000 $349K 2.60% DBT
15 United States Treasury Bonds T Feb 2026 300,000 $316K 2.35% DBT
16 United States Treasury Bonds T Feb 2026 300,000 $315K 2.34% DBT
17 SAN DIEGO CALIF UNI SCH DIST SDGEDU Feb 2026 300,000 $303K 2.26% DBT
18 Federal Home Loan Mortgage Corp. FHLMC Feb 2026 300,000 $301K 2.24% DBT
19 Federal National Mortgage Association FNMA Feb 2026 300,000 $300K 2.23% DBT
20 Paypal Holdings Inc. PYPL Feb 2026 300,000 $298K 2.22% DBT
21 The Procter & Gamble Co. PG Feb 2026 300,000 $298K 2.21% DBT
22 Federal Home Loan Banks FHLB Feb 2026 250,000 $251K 1.87% DBT
23 Federal Home Loan Banks FHLB Feb 2026 250,000 $250K 1.86% DBT
24 United Utilities Group PLC UU Feb 2026 200,000 $213K 1.58% DBT
25 O'Reilly Automotive Inc. ORLY Feb 2026 150,000 $149K 1.11% DBT
26 The Kroger Co. KR Feb 2026 100,000 $111K 0.82% DBT
27 Verizon Communications Inc. VZ Feb 2026 100,000 $100K 0.75% DBT
28 Microsoft Corp. MSFT Feb 2026 100,000 $100K 0.74% DBT
29 QUALCOMM Inc. QCOM Feb 2026 100,000 $99K 0.74% DBT
30 Johnson & Johnson JNJ Feb 2026 50,000 $50K 0.37% DBT