IMS Strategic Income Fund (IMSIX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
2.030
0.00 (0.00%)
At close: Dec 5, 2025

IMSIX Holdings List

No.SymbolName WeightShares
1T.4.125 08.15.53United States Treasury Note/Bond - GOVERNMENT SECURITIES14.64%2,055,000
2SPLS.10.75 04.15.27 144AStaples Inc - CORPORATE BONDS5.84%750,000
3RCL.3.7 03.15.28Royal Caribbean Cruises Ltd - CORPORATE BONDS5.43%700,000
4SVC.3.95 01.15.28Service Properties Trust - CORPORATE BONDS5.35%725,000
5NAVI.5.625 08.01.33 MTNNavient Corp - CORPORATE BONDS4.86%675,000
6BMO.V0 07.17.28 0001Bank of Montreal - STRUCTURED NOTES4.66%600,000
7SOCGEN.V0 10.31.38 DMTNSociete Generale SA - STRUCTURED NOTES4.61%550,000
8GOIXXFederated Government Obligations Fund4.48%568,570
9PARA.4.9 08.15.44Paramount Global - CORPORATE BONDS4.44%700,000
10F.4.75 01.15.43Ford Motor Co - CORPORATE BONDS4.40%700,000
11OXY.6.45 09.15.36Occidental Petroleum Corp - CORPORATE BONDS4.19%500,000
12BHCCN.11 09.30.28 144ABausch Health Cos Inc - CORPORATE BONDS4.10%500,000
13JWN.5 01.15.44Nordstrom Inc - CORPORATE BONDS3.77%650,000
14VZ.3 11.20.60Verizon Communications Inc - CORPORATE BONDS3.58%750,000
15JPM.V0 02.26.36 DmtnJPMorgan Chase Financial Co LLC - STRUCTURED NOTES3.33%500,000
16EPD.V0 08.16.77 DEnterprise Products Operating LLC - CORPORATE BONDS2.57%326,000
17PORPortland General Electric Company2.05%5,900
18CSCOCisco Systems, Inc.2.00%3,700
19MDLZMondelez International, Inc.1.97%4,000
20BBYBest Buy Co., Inc.1.97%3,300
21ITWIllinois Tool Works Inc.1.95%950
22CMCSAComcast Corporation1.91%7,700
23PEPPepsiCo, Inc.1.88%1,700
24BENFranklin Resources, Inc.1.88%10,300
25FMCFMC Corporation1.78%6,700
Showing 25 of 26 holdings
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As of Sep 30, 2025