# Saturna Short-Term Bond Fund

Saturna Short-Term Bond Fund is a registered fund series of SATURNA INVESTMENT TRUST (series S000022511). Net assets $13.4M as of 2026-02-28.

## Profile

- Series ID: S000022511
- Registrant: SATURNA INVESTMENT TRUST
- LEI: 549300WJJ8Z2FG4M0C17
- Net assets: $13.4M
- Total assets: $14.2M
- As of: 2026-02-28

## Advisers

- [SATURNA CAPITAL CORPORATION (Advisor)](https://search.stillhousedata.com/firm/25586)

## Top holdings (30 reported)

_Showing 15 of 30 holdings by value._

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [United States Treasury Bonds](https://search.stillhousedata.com/security/912810FJ2) | — | $1.0M | 768.52% |
| [United States Treasury Notes](https://search.stillhousedata.com/security/9128282R0) | — | $737K | 548.62% |
| [Koninklijke KPN N.V.](https://search.stillhousedata.com/security/780641AH9) | — | $645K | 480.14% |
| [United States Treasury Bonds](https://search.stillhousedata.com/security/912810FH6) | — | $643K | 478.51% |
| [United States Treasury Notes](https://search.stillhousedata.com/security/912828X88) | — | $642K | 477.28% |
| [United States Treasury Notes](https://search.stillhousedata.com/security/91282CGT2) | — | $603K | 448.54% |
| [United States Treasury Bonds](https://search.stillhousedata.com/security/912810FM5) | — | $554K | 412.11% |
| [United States Treasury Notes](https://search.stillhousedata.com/security/91282CKS9) | — | $401K | 298.40% |
| [Bank of America Corp.](https://search.stillhousedata.com/security/06051GFX2) | — | $400K | 297.39% |
| [United States Treasury Notes](https://search.stillhousedata.com/security/91282CKT7) | — | $362K | 269.07% |
| [United Rentals (North America), Inc.](https://search.stillhousedata.com/security/911365BL7) | — | $354K | 263.29% |
| [Federal Home Loan Mortgage Corp.](https://search.stillhousedata.com/security/3134HBBM2) | — | $350K | 260.41% |
| [JPMorgan Chase & Co.](https://search.stillhousedata.com/security/46625HQW3) | — | $350K | 260.27% |
| [Take-Two Interactive Software Inc.](https://search.stillhousedata.com/security/874054AG4) | — | $349K | 259.71% |
| [United States Treasury Bonds](https://search.stillhousedata.com/security/912810FG8) | — | $316K | 235.42% |

## Net asset history

| Report date | Net assets |
| --- | --- |
| 2026-02-28 | $13.4M |
| 2025-11-30 | $14.4M |
| 2025-08-31 | $14.1M |
| 2025-05-31 | $14.0M |
| 2025-02-28 | $13.8M |
| 2024-11-30 | $12.5M |
| 2024-08-31 | $10.9M |
| 2024-05-31 | $10.8M |

## More

- [Registrant: SATURNA INVESTMENT TRUST](https://search.stillhousedata.com/registrant/811860)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000022511.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.