SWCH 2025-DATA SWCH 2025-DATA A 144A FRN 02-15-42

SWCH 2025-DATA SWCH 2025-DATA A 144A FRN 02-15-42 is a security (CUSIP 78489CAA7) tracked across SEC portfolio filings. 21 registered fund positions totaling $242.2M via N-PORT as of 2026-05-31.

Summary

Top fund holders (N-PORT)

Showing 15 of 21 fund positions by value.

FundRegistrantValue% of fund
American Balanced FundAmerican Balanced Fund$61.1M2.32%
Capital World Bond FundCapital World Bond Fund$40.6M41.44%
Bond Fund of AmericaBond Fund of America$21.5M2.16%
Short-Term Bond Fund of AmericaShort-Term Bond Fund of America$20.2M15.64%
American Funds Global Balanced FundAmerican Funds Global Balanced Fund$18.4M5.69%
AB GLOBAL BOND FUND, INC.AB GLOBAL BOND FUND, INC.$15.4M23.07%
Income Fund of AmericaIncome Fund of America$15.3M1.04%
Intermediate Bond Fund of AmericaIntermediate Bond Fund of America$14.3M5.00%
Lord Abbett Total Return FundLORD ABBETT INVESTMENT TRUST$9.0M24.93%
Forum Real Estate Income FundForum Real Estate Income Fund$7.1M159.78%
Short Duration Bond FundJohn Hancock Bond Trust$5.5M29.55%
Capital Group Short Duration Income ETFCapital Group Fixed Income ETF Trust$4.7M22.14%
First Trust Structured Credit Income Opportunities ETFFirst Trust Exchange-Traded Fund IV$3.0M83.32%
Select Bond PortfolioNORTHWESTERN MUTUAL SERIES FUND INC$2.6M9.06%
Western Asset Ultra-Short Income FundLegg Mason Partners Income Trust$1.1M23.27%

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