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Holdings (Monthly) Guide ↗

Tax-Advantaged Ultra-Short Fixed Income Fund

· Northern Funds
Monthly Holdings $3.0B AUM 80 positions Period Jun 2026 Filed Aug 28, 2026 EDGAR ↗ ← All Funds
All 107 New 13 Added 13 Reduced 80 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
METROPOLITAN TRANSPOR FRN 59261AM87 40,000,000 SOLD $40.0M
BRISTOL WARREN REGI 5.00% 110377DP0 25,000,000 SOLD $25.1M
ING GROEP NV FRN 456837AX1 23,800,000 SOLD $23.8M
JERSEY CITY MUNICIP 5.00% 476624DQ1 15,510,000 SOLD $15.5M
LOUISIANA STATE CIT 5.00% 546456EF7 14,700,000 SOLD $14.8M
NEW JERSEY ECONOMIC 4.25% 64577BKK9 13,565,000 SOLD $13.6M
CITY OF SOMERVILLE 5.00% 835241MV9 13,230,000 SOLD $13.3M
STATE OF NORTH CARO 5.00% 658268EZ6 12,640,000 SOLD $13.2M
RICHMOND COUNTY BOA 5.00% 764581KQ6 11,705,000 SOLD $12.4M
CITY & COUNTY OF HO 5.00% 438687P66 11,390,000 SOLD $12.0M
ILLINOIS FIN. AUTHO 2.70% 45203UAK9 12,000,000 SOLD $12.0M
MISSOURI PUBLIC UTI 4.00% 606374AT3 11,980,000 SOLD $12.0M
METROPOLITAN TRANSP 5.00% 59261A5T0 9,370,000 SOLD $9.9M
BANK OF MONTREAL FRN 06368FAD1 9,600,000 SOLD $9.6M
CLACKAMAS & WASHING 5.00% 178882QM1 8,310,000 SOLD $8.5M
STATE OF CONNECTICU 5.00% 20772KG94 8,075,000 SOLD $8.5M
STATE OF TEXAS 5.00% 882725CS1 7,000,000 SOLD $7.4M
ARIZONA HEALTH FACILI FRN 040507QT5 7,335,000 SOLD $7.3M
NEW YORK CITY TRANS 5.00% 64972LAU7 7,000,000 SOLD $7.2M
STATE OF WASHINGTON 5.00% 93972AFB7 6,800,000 SOLD $7.1M
ILLINOIS FIN. AUTHO 2.60% 45203UAN3 6,920,000 SOLD $6.9M
ALABAMA HIGHWAY AUT 5.00% 010559AC6 6,170,000 SOLD $6.5M
VIRGINIA HOUSING DEV. VAR 92812XRF1 6,315,000 SOLD $6.3M
ROCKFORD PUBLIC SCH 5.00% 773318XQ8 6,185,000 SOLD $6.2M
BMW VEHICLE LEASE T 5.00% 05611UAE3 6,100,000 SOLD $6.1M
STATE OF OHIO 5.00% 677523RG9 5,245,000 SOLD $5.5M
OREGON STATE LOTTER 5.00% 68607V5Z4 5,000,000 SOLD $5.1M
FRISCO INDEPENDENT 5.00% 35880C2Q6 4,850,000 SOLD $5.1M
DISTRICT OF COLUMBIA VAR 25477PPQ2 5,000,000 SOLD $5.0M
CITY OF SAN ANTONIO 5.00% 79625GAE3 4,745,000 SOLD $4.8M
KELLER INDEPENDENT 5.00% 487694VF5 4,550,000 SOLD $4.6M
SPRING BRANCH INDEP 5.00% 849476WW2 4,315,000 SOLD $4.5M
CHEMEKETA COMMUNITY 5.00% 163597JF5 4,000,000 SOLD $4.2M
CITY OF AUSTIN TX 5.00% 0523973D6 4,000,000 SOLD $4.1M
NEW JERSEY TURNPIKE 5.00% 646140JK0 3,485,000 SOLD $3.6M
NORTH TEXAS MUNICIP 5.00% 662903G80 3,450,000 SOLD $3.6M
NORTH CAROLINA MEDI 5.00% 65821DZC8 3,055,000 SOLD $3.1M
MONMOUTH COUNTY IMP 4.00% 60956PV41 2,995,000 SOLD $3.0M
COUNTY OF HAMILTON 5.00% 407216PC8 2,885,000 SOLD $2.9M
CITY OF RACINE WI 5.00% 750022KR5 2,885,000 SOLD $2.9M
SANTANDER COMMER. 4.0781% 78398LAA7 2,841,144 SOLD $2.8M
LOWER COLORADO RIVE 5.00% 54811GQ29 2,800,000 SOLD $2.8M
SWEETWATER COUNTY 2 6.00% 87048HAC7 2,655,000 SOLD $2.7M
DALLAS INDEPENDENT 5.00% 235308R39 2,285,000 SOLD $2.4M
MARICOPA COUNTY UNI 5.00% 567505SL7 2,265,000 SOLD $2.3M
DISTRICT OF COLUMBI 5.00% 254845UM0 2,200,000 SOLD $2.3M
SYNCHRONY CARD FNDG 5.04% 87166PAM3 2,250,000 SOLD $2.3M
MARYLAND STADIUM AU 5.00% 574294AD6 2,180,000 SOLD $2.2M
VIRGINIA RES. AUTHO 5.00% 92818PF81 2,095,000 SOLD $2.2M
WASHINGTON & CLACKA 5.00% 938395TC4 2,000,000 SOLD $2.1M
UNIVERSITY OF KENTU 3.00% 914378PL2 2,105,000 SOLD $2.1M
STATE OF ALASKA 5.00% 0117706C3 2,000,000 SOLD $2.1M
STATE OF NORTH CARO 5.00% 65829QGB4 2,000,000 SOLD $2.1M
RICHMOND REDEVELOPMEN VAR 76543PBC1 2,000,000 SOLD $2.0M
NEW MEXICO MTGE. FIN. VAR 64719HET3 2,000,000 SOLD $2.0M
DOUGLAS COUNTY SCHO 5.00% 259030RA4 1,850,000 SOLD $1.9M
METROPOLITAN GOV. N 3.35% 592113CA0 1,700,000 SOLD $1.7M
WASHINGTON & CLACKA 5.00% 938395TB6 1,500,000 SOLD $1.5M
PMA LEVY & AID ANTI 5.00% 730146DP9 1,430,000 SOLD $1.4M
FRASER PUBLIC SCHOO 5.00% 355514PX2 1,415,000 SOLD $1.4M
MORROW COUNTY SCHOO 5.00% 618890DD6 1,375,000 SOLD $1.4M
CENTRAL FLORIDA TOU 5.00% 758449QM7 1,315,000 SOLD $1.3M
CHIPPEWA VALLEY SCH 5.00% 170016K32 1,300,000 SOLD $1.3M
EAST CAROLINA UNIVE 5.00% 271371XD3 1,225,000 SOLD $1.2M
NEW YORK STATE DORM 5.00% 64990KHG1 1,000,000 SOLD $1.0M
CLARK COUNTY SCHOOL 5.00% 181059UY0 1,040,000 SOLD $1.0M
MICHIGAN STATE HOSP 5.00% 59465HXP6 1,000,000 SOLD $1.0M
COUNTY OF SPOTSYLVA 5.00% 849269GJ8 1,000,000 SOLD $1.0M
FORD CREDIT AUTO LE 5.05% 345290AE0 1,000,000 SOLD $1.0M
NEW HAMPSHIRE HOUS 3.625% 64469MRK9 1,000,000 SOLD $1.0M
RHODE ISLAND INFRA. 5.00% 76223MDZ2 775,000 SOLD $0.8M
DEL VALLE INDEPENDE 5.00% 245505YR7 795,000 SOLD $0.8M
MICHIGAN STATE HOSP 5.00% 59465HYC4 690,000 SOLD $0.7M
CITY OF LUBBOCK TX 5.00% 549203YP6 675,000 SOLD $0.7M
MICHIGAN STATE HOUS 3.35% 59465PDL9 655,000 SOLD $0.7M
WISCONSIN HEALTH & 5.00% 97712JPR8 575,000 SOLD $0.6M
WEST VIRGINIA HOUSI 3.50% 95662NLQ9 500,000 SOLD $0.5M
LANCASTER COUNTY PU 5.00% 514116AC6 375,000 SOLD $0.4M
CUMBERLAND COUNTY M 5.00% 230614TM1 295,000 SOLD $0.3M
COUNTY OF LUZERNE P 5.00% 550697WP7 200,000 SOLD $0.2M