None of the 29 investors followed here reported a position in CCSB in their latest filing.
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a CCSB trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.4 | 0.3 | -1.4 | 0.0 | 0.3 | -0.2 | -1.0 | -0.1 | -2.3 | 0.5 | −3.6% | ||
| 2025 | 0.2 | 0.5 | -0.3 | 0.2 | -0.3 | 0.6 | -0.1 | 0.5 | -1.5 | -0.1 | 0.4 | -0.6 | −0.5% |
| 2024 | 0.6 | -0.1 | 0.4 | 0.3 | 0.5 | -0.5 | 0.2 | -0.8 | +0.6% |
Under normal market conditions, the fund will invest at least 80% of its net assets, including borrowings for investment purposes, in “green” or “sustainability” bonds with an average duration of five years or less. The fund’s green and sustainability bonds will either be self-labeled by the issuer of the securities (in line with International Capital Markets Association (“ICMA”) guidelines) or will be Climate Bond Standard (“CBS”) certified bonds.
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