As of the latest SEC filings, PLYM 2026-IND A V/R 03/15/31 (PLYM) is held by 72 institutional funds. The largest fund shareholder is Strategic Advisers Fidelity Core Income Fund (FIWGX), holding an estimated $53,644,000.00 in market value, representing 0.06% of its portfolio.
Funds holding PLYM 2026-IND A V/R 03/15/31 (PLYM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLYM
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
FIWGX
Strategic Advisers Fidelity Core Income Fund
|
MF | Fidelity | 0.06% | $53,644,000.00 | 53,644,000 | Feb 28, 2026 | Apr 24, 2026 |
|
FEPTX
Fidelity Total Bond Fund
|
MF | Fidelity | 0.12% | $52,845,000.00 | 52,845,000 | Feb 28, 2026 | Apr 24, 2026 |
|
FSIGX
Fidelity Series Investment Grade Bond Fund
|
MF | Fidelity | 0.12% | $46,616,000.00 | 46,616,000 | Feb 28, 2026 | Apr 24, 2026 |
|
FBND
Fidelity Total Bond ETF
|
ETF | Fidelity | 0.12% | $29,932,000.00 | 29,932,000 | Feb 28, 2026 | Apr 24, 2026 |
|
FSMTX
Fidelity SAI Total Bond Fund
|
MF | Fidelity | 0.12% | $27,489,000.00 | 27,489,000 | Feb 28, 2026 | Apr 24, 2026 |
|
FBNDX
Fidelity Investment Grade Bond Fund
|
MF | Fidelity | 0.12% | $14,798,000.00 | 14,798,000 | Feb 28, 2026 | Apr 24, 2026 |
|
DBLTX
DoubleLine Total Return Bond Fund
|
MF | Independent / Boutique | 0.05% | $14,199,814.35 | 14,250,000 | Mar 31, 2026 | May 28, 2026 |
|
JABAX
Janus Henderson Balanced Fund
|
MF | Independent / Boutique | 0.05% | $12,472,942.82 | 12,540,000 | Mar 31, 2026 | May 29, 2026 |
|
FTKFX
Fidelity Total Bond K6 Fund
|
MF | Fidelity | 0.12% | $9,563,000.00 | 9,563,000 | Feb 28, 2026 | Apr 24, 2026 |
|
FPCIX
Strategic Advisers Core Income Fund
|
MF | Fidelity | 0.02% | $8,599,000.00 | 8,599,000 | Feb 28, 2026 | Apr 24, 2026 |
|
MSFRX
MFS Total Return Fund
|
MF | Independent / Boutique | 0.10% | $7,731,150.00 | 7,770,000 | Mar 31, 2026 | May 26, 2026 |
|
FTHRX
Fidelity Intermediate Bond Fund
|
MF | Fidelity | 0.14% | $7,196,000.00 | 7,196,000 | Feb 28, 2026 | Apr 24, 2026 |
|
TCTRX
Nuveen Short Term Bond Fund
|
MF | TIAA / Nuveen | 0.40% | $6,925,523.49 | 6,950,000 | Mar 31, 2026 | May 28, 2026 |
|
FSEC
Fidelity Investment Grade Securitized ETF
|
ETF | Fidelity | 0.15% | $6,465,000.00 | 6,465,000 | Feb 28, 2026 | Apr 24, 2026 |
|
-
VIP Investment Grade Bond Portfolio
|
ETF | Independent / Boutique | 0.12% | $6,068,505.00 | 6,099,000 | Mar 31, 2026 | May 26, 2026 |
|
FZOMX
Fidelity SAI Short-Term Bond Fund
|
MF | Fidelity | 0.14% | $5,337,000.00 | 5,337,000 | Feb 28, 2026 | Apr 24, 2026 |
|
LFMAX
LoCorr Macro Strategies Fund
|
MF | Independent / Boutique | 0.33% | $5,298,370.21 | 5,325,000 | Mar 31, 2026 | May 26, 2026 |
|
DBLSX
DoubleLine Low Duration Bond Fund
|
MF | Independent / Boutique | 0.08% | $4,852,848.83 | 4,870,000 | Mar 31, 2026 | May 28, 2026 |
|
WAPIX
Western Asset Core Bond Fund
|
MF | Independent / Boutique | 0.27% | $4,842,884.05 | 4,860,000 | Mar 31, 2026 | May 28, 2026 |
|
-
VIP Investment Grade Bond II Portfolio
|
ETF | Independent / Boutique | 0.12% | $4,404,865.00 | 4,427,000 | Mar 31, 2026 | May 26, 2026 |
|
-
Janus Henderson Balanced Portfolio
|
ETF | Independent / Boutique | 0.05% | $4,137,754.56 | 4,160,000 | Mar 31, 2026 | May 29, 2026 |
|
-
VIP Investment Grade Central Fund
|
ETF | Fidelity | 0.13% | $4,050,645.00 | 4,071,000 | Mar 31, 2026 | May 26, 2026 |
|
FDIAX
Fidelity Advisor Limited Term Bond Fund
|
MF | Fidelity | 0.13% | $4,026,000.00 | 4,026,000 | Feb 28, 2026 | Apr 24, 2026 |
|
FBNTX
Fidelity Short-Term Bond Fund
|
MF | Fidelity | 0.15% | $3,768,000.00 | 3,768,000 | Feb 28, 2026 | Apr 24, 2026 |
|
BRAMX
BATS: Mortgage Total Return Series
|
MF | BlackRock / iShares | 0.25% | $3,716,325.00 | 3,735,000 | Mar 31, 2026 | May 26, 2026 |
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