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Six Circles Tax Aware Bond Fund (CBTAX)

SEC CIK 1724826 · Series S000068182 · Portfolio as of 2026-03-31

Net assets
$16.89B
Holdings
4828
Snapshots
24
History since
2020-06-30

Top holdings

SecurityValueWeight
BLACK BELT ENERGY 5% 10/01/35 · AL BBEUTL 5 10/01/2035$59.7M0.36%
CALIFORNIA CMNTY V/R 12/01/55 · CA CCEDEV 12/01/2055$46.8M0.29%
SOUTHEAST ENERGY V/R 11/01/55 · AL SEEPWR 11/01/2055$41.9M0.26%
TEXAS ST TRANSP 5.25% 10/01/50 · TX TTFTRN 5.25 10/01/2050$40.1M0.24%
WISCONSIN ST 5% 05/01/38 · WI WIS 5 05/01/2038$39.2M0.24%
FAIRFAX CNTY VA 5% 10/01/26 · VA FAI 5 10/01/2026$38.6M0.24%
WASHINGTON ST 5% 08/01/34$36.1M0.22%
CMWLTH FING AUTH P 4% 06/01/39 · PA CMNGEN 4 06/01/2039$35.9M0.22%
TEXAS ST PRIV ACTI 5% 06/30/58 · TX TXSTRN 5 06/30/2058$34.8M0.21%
CENTRL PLAINS ENE V/R 08/01/55 · NE CENPWR 08/01/2055$34.1M0.21%

Sector exposure

fixed income
98.5%
other
1.5%

Recent monthly returns

2025-10
+1.01%
2025-11
+0.30%
2025-12
+0.10%
2026-01
+0.81%
2026-02
+1.18%
2026-03
-1.90%

From N-PORT Part B, units verified by net-asset reconciliation.

Get this data via API

curl "https://api.fundlens.io/v1/funds/CBTAX/holdings" \
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Source: SEC EDGAR Form N-PORT. Data is quarterly with a regulatory filing lag; this page shows the most recent public filing. Not investment advice.