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Holdings (Monthly) Guide ↗

Short Duration Inflation-Protected Income Portfolio

Monthly Holdings $421M AUM 42 positions Period Jan 2026 Filed Mar 31, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 United States Treasury 912810FH6 Jan 2026 35,741,050 $38.8M 9.23% DBT
2 United States Treasury 912828ZZ6 Jan 2026 36,388,281 $34.8M 8.27% DBT
3 United States Treasury 91282CJH5 Jan 2026 32,809,160 $34.1M 8.11% DBT
4 United States Treasury 91282CKL4 Jan 2026 23,581,125 $24.3M 5.78% DBT
5 United States Treasury 912810FD5 Jan 2026 22,447,712 $23.7M 5.64% DBT
6 United States Treasury 91282CEJ6 Jan 2026 22,962,600 $22.7M 5.41% DBT
7 United States Treasury 91282CPH8 Jan 2026 22,198,066 $22.1M 5.26% DBT
8 United States Treasury 9128282L3 Jan 2026 21,998,486 $21.9M 5.22% DBT
9 United States Treasury 91282CGW5 Jan 2026 21,804,131 $21.9M 5.21% DBT
10 Eaton Vance Short Duration Income ETF 61774R825 Jan 2026 401,000 $20.6M 4.91% EC
11 United States Treasury 9128285W6 Jan 2026 20,066,263 $20.0M 4.75% DBT
12 United States Treasury 912810PZ5 Jan 2026 18,118,560 $18.9M 4.49% DBT
13 United States Treasury 91282CLV1 Jan 2026 17,617,104 $18.0M 4.28% DBT
14 United States Treasury 912828Y38 Jan 2026 15,497,160 $15.5M 3.68% DBT
15 United States Treasury 91282CNB3 Jan 2026 14,256,900 $14.5M 3.44% DBT
16 United States Treasury 912828Z37 Jan 2026 14,703,850 $14.1M 3.36% DBT
17 United States Treasury 912828V49 Jan 2026 13,811,761 $13.8M 3.27% DBT
18 United States Treasury 91282CFR7 Jan 2026 11,960,918 $12.2M 2.89% DBT
19 United States Treasury 9128287D6 Jan 2026 10,645,404 $10.4M 2.47% DBT
20 Eaton Vance Ultra-Short Income ETF 61774R700 Jan 2026 119,000 $6.1M 1.44% EC
21 Morgan Stanley & Co. LLC 61747C707 Jan 2026 1,540,930 $1.5M 0.37% STIV
22 LCH Ltd. 000000000 Jan 2026 10,000,000 $1.1M 0.26% DIR
23 Vantage Data Centers LLC 92212KAC0 Jan 2026 1,105,000 $1.1M 0.25% ABS-O
24 LCH Ltd. 000000000 Jan 2026 20,000,000 $894K 0.21% DIR
25 COMM Mortgage Trust 12592XAG1 Jan 2026 1,000,000 $800K 0.19% ABS-MBS
26 Coinstar Funding, LLC 19260MAA4 Jan 2026 702,625 $798K 0.19% ABS-O
27 Saluda Grade Alternative Mortgage Trust 79581XAB4 Jan 2026 729,072 $734K 0.17% ABS-O
28 Acacia LLC 00401PAA7 Jan 2026 660,894 $662K 0.16% ABS-O
29 JP Morgan Mortgage Trust 46657FAA3 Jan 2026 631,175 $634K 0.15% ABS-O
30 LCH Ltd. 000000000 Jan 2026 15,000,000 $477K 0.11% DIR
31 DBC 2025-DBC Mortgage Trust 23306HAA3 Jan 2026 410,000 $411K 0.10% ABS-MBS
32 COMM Mortgage Trust 12626LAY8 Jan 2026 347,109 $336K 0.08% ABS-MBS
33 Springcastle SPV 85022WAP9 Jan 2026 291,037 $275K 0.07% ABS-O
34 LCH Ltd. 000000000 Jan 2026 15,000,000 $103K 0.02% DIR
35 LCH Ltd. 000000000 Jan 2026 11,400,000 $26K 0.01% DIR
36 Chicago Board of Trade 000000000 Jan 2026 148 $24K 0.01% DIR
37 MVW 2020-1 LLC 55400EAA7 Jan 2026 15,983 $16K 0.00% ABS-O
38 LCH Ltd. 000000000 Jan 2026 10,000,000 $4K 0.00% DIR
39 LCH Ltd. 000000000 Jan 2026 15,000,000 $-11368 -0.00% DIR
40 Chicago Board of Trade 000000000 Jan 2026 100 $-23209 -0.01% DIR
41 LCH Ltd. 000000000 Jan 2026 20,000,000 $-62114 -0.01% DIR
42 LCH Ltd. 000000000 Jan 2026 30,000,000 $-131049 -0.03% DIR