ICON Flexible Bond Institutional (IOBZX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
8.50
-0.01 (-0.12%)
At close: Jul 8, 2026

IOBZX Holdings Information

IOBZX is a mutual fund with a total of 10 individual holdings.

Total Holdings
10
Top 10 Percentage
19.81%
Asset Class
n/a
Fund Category
Multisector Bond
Assets
533.02M
Forward PE Ratio
6.63

Breakdown by Sector

Top 25 Holdings

No.SymbolName WeightShares
1UMH.6.375 PERP DUMH Properties Inc PRF PERPETUAL USD 25 - Ser D2.46%619,145
2STWD.2021-FL2 DSTWD 2021-FL2 LTD 6.55166%2.39%12,654,000
3PNC.V3.4 PERP TPNC Financial Services Group Inc. 3.4%2.26%12,000,000
4JPM.5.75 PERP DDJPMorgan Chase & Co Pfd2.18%481,127
5n/aCRESCENT BK AUTO TR 2026-1 0%2.07%12,277,315
6BXMT.2021-FL4 DBxmt Ltd 6.25087%1.80%10,000,000
7n/aLAFAYETE FEDERAL CREDIT UNION ASSET TRUST 2026-HI1 5.5%1.77%9,470,694
8MO.9.95 11.10.38Altria Group, Inc. 9.95%1.75%7,000,000
9NATMUT.6.75 05.15.37Nationwide Financial Services, Inc. 6.75%1.60%8,500,000
10AGNCAGNC Investment Corp.1.53%741,926
As of Jun 30, 2026