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Six Circles Tax Aware Bond Fund (CBTAX)

SEC CIK 1724826 · Series S000068182 · Portfolio as of 2026-06-30

Net assets
$18.10B
Holdings
5058
Snapshots
25
History since
2020-06-30

Top holdings

SecurityValueWeight
BLACK BELT ENERGY 5% 10/01/35 · AL BBEUTL 5 10/01/2035$55.0M0.31%
BLACK BELT ENER 5.25% 06/01/36 · AL BBEUTL 5.25 06/01/2036$51.8M0.29%
CALIFORNIA CMNTY V/R 12/01/55 · CA CCEDEV 12/01/2055$51.5M0.29%
SOUTHEAST ENERGY V/R 11/01/55 · AL SEEPWR 11/01/2055$42.0M0.24%
TEXAS ST TRANSP 5.25% 10/01/50 · TX TTFTRN 5.25 10/01/2050$40.9M0.23%
FAIRFAX CNTY VA 5% 10/01/26 · VA FAI 5 10/01/2026$38.3M0.22%
NEW YORK ST LIBERT 5% 11/15/44 · NY NYCDEV 5 11/15/2044$37.4M0.21%
CMWLTH FING AUTH P 4% 06/01/39 · PA CMNGEN 4 06/01/2039$36.9M0.21%
WASHINGTON ST 5% 08/01/34$36.3M0.21%
CENTRL PLAINS ENE V/R 08/01/55 · NE CENPWR 08/01/2055$34.4M0.20%

Sector exposure

fixed income
98.4%
other
1.6%

Recent monthly returns

2026-01
+0.81%
2026-02
+1.18%
2026-03
-1.90%
2026-04
+1.02%
2026-05
+0.40%
2026-06
+0.70%

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.