UNIVERSITY OF CALIFORNIA UNIVERSITY OF CALIFORNIA 5.25% 05-15-40

UNIVERSITY OF CALIFORNIA UNIVERSITY OF CALIFORNIA 5.25% 05-15-40 is a security (CUSIP 91412HWL3) tracked across SEC portfolio filings. 11 registered fund positions totaling $40.4M via N-PORT as of 2026-05-31.

Summary

Top fund holders (N-PORT)

FundRegistrantValue% of fund
Tax Exempt Bond Fund of AmericaTax Exempt Bond Fund of America$9.9M4.05%
VANGUARD CALIFORNIA LONG-TERM TAX-EXEMPT FUNDVANGUARD CALIFORNIA TAX-FREE FUNDS$9.3M15.35%
Tax-Exempt Fund of CaliforniaAmerican Funds Tax Exempt Series II / CA$3.9M10.73%
California Municipal Bond FundJohn Hancock California Tax-Free Income Fund$3.6M66.88%
American High-Income Municipal Bond FundAmerican High-Income Municipal Bond Fund$3.4M2.31%
VANGUARD TAX-MANAGED BALANCED FUNDVANGUARD TAX-MANAGED FUNDS$2.9M2.57%
PGIM California Muni Income FundPrudential Investment Portfolios 6$2.4M61.71%
Municipal Total Return Managed Accounts PortfolioNuveen Managed Accounts Portfolio Trust$1.9M12.13%
Nuveen AMT-Free Municipal Credit Income FundNuveen AMT-Free Municipal Credit Income Fund$1.9M6.92%
Nuveen Dynamic Municipal Opportunities FundNuveen Dynamic Municipal Opportunities Fund$697K11.15%
Calvert Responsible Municipal Income FundCalvert Management Series$449K10.71%

More