As of the latest SEC filings, BOCA COMMERCIAL MORTGAGE TRUST (BOCA) is held by 96 institutional funds. The largest fund shareholder is Bond Fund of America (CFAAX), holding an estimated $34,333,692.61 in market value, representing 0.03% of its portfolio.
Funds holding BOCA COMMERCIAL MORTGAGE TRUST (BOCA)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- BOCA
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
CFAAX
Bond Fund of America
|
MF | Independent / Boutique | 0.03% | $34,333,692.61 | 34,256,000 | Mar 31, 2026 | May 28, 2026 |
|
CANAX
American Funds Strategic Bond Fund
|
MF | Capital Group / American Funds | 0.09% | $20,186,679.79 | 20,141,000 | Mar 31, 2026 | May 28, 2026 |
|
CAAFX
Short-Term Bond Fund of America
|
MF | Independent / Boutique | 0.14% | $18,258,011.47 | 18,155,000 | Feb 28, 2026 | Apr 27, 2026 |
|
CBOAX
Intermediate Bond Fund of America
|
MF | Independent / Boutique | 0.06% | $16,363,321.65 | 16,271,000 | Feb 28, 2026 | Apr 27, 2026 |
|
CLBAX
American Balanced Fund
|
MF | Independent / Boutique | 0.01% | $16,143,530.68 | 16,107,000 | Mar 31, 2026 | May 28, 2026 |
|
BINC
iShares Flexible Income Active ETF
|
ETF | BlackRock / iShares | 0.08% | $13,366,687.50 | 13,350,000 | Apr 30, 2026 | Jun 25, 2026 |
|
SDMQX
PGIM Short Duration Multi-Sector Bond Fund
|
MF | PGIM / Prudential | 0.16% | $12,615,750.00 | 12,600,000 | Apr 30, 2026 | Jun 26, 2026 |
|
BSIKX
BlackRock Strategic Income Opportunities Portfolio
|
MF | BlackRock / iShares | 0.03% | $12,497,806.25 | 12,490,000 | Mar 31, 2026 | May 28, 2026 |
|
TIORX
Nuveen Core Bond Fund
|
MF | TIAA / Nuveen | 0.12% | $12,027,219.60 | 12,000,000 | Mar 31, 2026 | May 28, 2026 |
|
ANAGX
AB GLOBAL BOND FUND, INC.
|
MF | Independent / Boutique | 0.18% | $11,721,321.25 | 11,714,000 | Mar 31, 2026 | May 26, 2026 |
|
MDHQX
BlackRock Total Return Fund
|
MF | BlackRock / iShares | 0.06% | $10,176,356.25 | 10,170,000 | Mar 31, 2026 | May 26, 2026 |
|
-
KKR Real Estate Select Trust Inc.
|
CEF | Independent / Boutique | 0.68% | $9,997,356.00 | 10,000,000 | Mar 31, 2026 | May 27, 2026 |
|
CMBKX
American Funds Multi-Sector Income Fund
|
MF | Capital Group / American Funds | 0.04% | $8,239,645.23 | 8,221,000 | Mar 31, 2026 | May 28, 2026 |
|
CSIBX
Calvert Bond Fund
|
MF | Calvert / Morgan Stanley | 0.19% | $8,148,441.28 | 8,130,000 | Mar 31, 2026 | May 26, 2026 |
|
FULAX
Federated Hermes Ultrashort Bond Fund
|
MF | Federated Hermes | 0.20% | $8,004,998.40 | 8,000,000 | Mar 31, 2026 | May 22, 2026 |
|
EVTR
Eaton Vance Total Return Bond ETF
|
ETF | Morgan Stanley | 0.16% | $7,949,992.16 | 7,932,000 | Mar 31, 2026 | May 27, 2026 |
|
CIRAX
Capital Income Builder
|
MF | Independent / Boutique | 0.01% | $7,316,779.01 | 7,296,000 | Apr 30, 2026 | Jun 26, 2026 |
|
CNLAX
American Funds Inflation Linked Bond Fund
|
MF | Capital Group / American Funds | 0.05% | $6,889,872.57 | 6,851,000 | Feb 28, 2026 | Apr 27, 2026 |
|
FPCIX
Strategic Advisers Core Income Fund
|
MF | Fidelity | 0.01% | $6,596,703.77 | 6,570,000 | Feb 28, 2026 | Apr 24, 2026 |
|
WIPDX
Allspring Core Plus Bond Fund
|
MF | Allspring | 0.06% | $6,069,965.61 | 6,050,000 | Feb 28, 2026 | Apr 21, 2026 |
|
AMECX
Income Fund of America
|
MF | Independent / Boutique | 0.00% | $5,839,583.90 | 5,823,000 | Apr 30, 2026 | Jun 26, 2026 |
|
CDSIX
Calvert Short Duration Income Fund
|
MF | Calvert / Morgan Stanley | 0.20% | $5,503,455.24 | 5,491,000 | Mar 31, 2026 | May 26, 2026 |
|
CMBKX
American Funds Multi-Sector Income Fund
|
MF | Capital Group / American Funds | 0.02% | $5,289,088.44 | 5,282,000 | Mar 31, 2026 | May 28, 2026 |
|
ITBVX
THE HARTFORD TOTAL RETURN BOND FUND
|
MF | Independent / Boutique | 0.12% | $5,244,496.04 | 5,225,000 | Apr 30, 2026 | Jun 25, 2026 |
|
LMBS
First Trust Low Duration Opportunities ETF
|
ETF | First Trust | 0.08% | $4,663,241.81 | 4,650,000 | Apr 30, 2026 | Jun 22, 2026 |
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