Performance Trust Total Return Bond Fund

Trust for Professional Managers · Series S000029835 · 3 share classes

One fund, 3 share classes:PTIAXPTAOXPTCOX
$10.50B NAV
1,810 positions · as of 2026-02-28 · filed 2026-04-16
data updated 2026-07-30

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q1

GroupLongShortNet %NAV
Bonds56.51%56.51%
Securitized40.94%40.94%
Cash & short-term1.87%1.87%
Stocks0.20%0.20%
vs 2025Q4: 147 new117 exited

Top holdings

By % of NAV · every resolvable issuer links to its company page

TickerIssuer%NAVValue
US TREASURY N/B2.44%$256.38M
First American Government Obli1.87%$196.50M
US TREASURY N/B1.83%$191.92M
STRIP PRINC0.69%$72.03M
STRIP PRINC0.68%$70.98M

Showing 5 of 1,810

See all 1,810 positions

Full holdings with filed share counts, the complete quarter-over-quarter change list, and the fixed-income profile for every bond position — free with an account, no card required.

Sign in free