PHILIP MORRIS I 5 125 30 DUE 02/15/30 CORPORATE BONDS

PHILIP MORRIS I 5 125 30 DUE 02/15/30 CORPORATE BONDS is a security (CUSIP 718172DA4) tracked across SEC portfolio filings. 1 institutional managers reported $31K on Form 13F as of 2026-03-31; 19 registered fund positions totaling $125.1M via N-PORT as of 2026-06-30.

Summary

Top institutional holders (Form 13F)

ManagerLocationValueShares
10Elms LLPTULSA, OK$31K30,000

Top fund holders (N-PORT)

Showing 15 of 19 fund positions by value.

FundRegistrantValue% of fund
Dodge & Cox Income FundDodge & Cox Funds$66.5M6.21%
American Balanced FundAmerican Balanced Fund$27.8M1.05%
Bond Fund of AmericaBond Fund of America$17.9M1.79%
Intermediate Bond Fund of AmericaIntermediate Bond Fund of America$2.5M0.89%
Putnam Diversified Income TrustPutnam Diversified Income Trust$2.5M27.01%
Putnam Income FundPutnam Income Fund$2.3M22.95%
George Putnam Balanced FundGeorge Putnam Balanced Fund$1.5M6.62%
Putnam Multi-Asset Income FundPutnam Asset Allocation Funds$1.1M12.89%
Putnam Premier Income TrustPutnam Premier Income Trust$919K25.83%
Putnam Global Income TrustPutnam Global Income Trust$639K29.69%
Putnam Master Intermediate Income TrustPutnam Master Intermediate Income Trust$418K25.63%
Intermediate Bond FundHomestead Funds Trust$264K17.68%
GuideMark Core Fixed Income FundGPS Funds I$225K13.01%
Destinations Core Fixed Income FundBrinker Capital Destinations Trust$224K1.50%
PGIM Core Conservative Bond FundPrudential Investment Portfolios 2$102K19.79%

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