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Holdings (Monthly) Guide ↗

Icon Flexible Bond Fund

· SCM Trust
Monthly Holdings $542M AUM 18 positions Period Jun 2026 Filed Aug 31, 2026 EDGAR ↗ ← All Funds
All 28 New 15 Added 18 Reduced 12 Exited · Jun 2026 vs Mar 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 LAFAYETE FEDERAL CREDIT UNION ASSET TRUST 2026-HI1 50625BAC9 Mar 2026 9,470,694 -335,236 $9.4M -3.8% 1.76% ABS-O
2 NUVEEN FLOATING RATE INCOME FUND JFR Mar 2026 971,097 -745,662 $7.4M -42.3% 1.40% EC
3 BANK OF AMERICA CORP BAC Mar 2026 5,259 -1,668 $6.6M -20.0% 1.24% EP
4 WELLS FARGO & COMPANY WFC Mar 2026 5,383 -1,818 $6.2M -25.3% 1.17% EP
5 BXMT 2026-FL6 LTD BXMT Mar 2026 5,000,000 -5,000,000 $5.0M -50.0% 0.94% ABS-CBDO
6 VMC FINANCE 2021-FL4 LLC VMC Mar 2026 3,828,795 -612,324 $3.8M -13.7% 0.71% ABS-CBDO
7 JETBLUE AIRWAYS CORP JBLU Mar 2026 2,904,554 -355,586 $2.9M -10.8% 0.55% ABS-O
8 TOTAL RETURN SECURITIES FUND SWZ Mar 2026 446,220 -54,074 $2.7M -10.7% 0.50% EC
9 JETBLUE AIRWAYS PASS THROUGH TRUST SERIES 2019-1 JBLU Mar 2026 2,324,444 -389,630 $2.3M -14.5% 0.44% ABS-O
10 LAFAYETE FEDERAL CREDIT UNION ASSET TRUST 2026-HI1 50625BAD7 Mar 2026 1,894,139 -67,047 $1.9M -3.5% 0.35% ABS-O
11 ANNALY CAPITAL MANAGEMENT INC NLY Mar 2026 63,729 -7,135 $1.6M -9.0% 0.30% EP
12 MINERAL RESOURCES LTD MINAU Mar 2026 1,364,000 -636,000 $1.4M -32.0% 0.26% DBT
13 Finance Of America Structured Securities Tr 2017-HB1 FASST Mar 2026 1,186,508 -29,278 $1.2M -2.1% 0.22% ABS-O
14 N/A N/A Mar 2026 1,000,000 -14,000,000 $936K -93.0% 0.02% DBT
15 CALIFORNIA FIRST LEASING CORP CFNB Mar 2026 483 -37,190 $725K -23.0% 0.14% EC
16 RIVERNORTH CAPITAL & INCOME FUND INC RSF Mar 2026 43,407 -53,775 $635K -55.1% 0.12% EC
17 CVS HEALTH CORP CVSPAS Mar 2026 562,598 -11,554 $525K -3.1% 0.10% DBT
18 INVESCO EXCHANGE-TRADED FUND TRUST II BKLN Mar 2026 2,722 -11 $55K -0.6% 0.01% EC