Name Net reduced
positions
Reduced positions Increased positions Return since
30 Sep ‘21
2026
1 1 0 5.3%
2027
1 2 1 61.1%
2028
1 4 3 67.5%
EVI icon
2029
EVI Industries
EVI
$261M
1 16 15 25.4%
2030
1 19 18 45.3%
2031
1 1 0 11.5%
2032
1 2 1 44.4%
2033
1 1 0 54.3%
2034
1 1 0 14.4%
2035
1 8 7 68.5%
IBTH icon
2036
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.11B
1 4 3 11.8%
2037
1 15 14 21.9%
2038
1 4 3 17.4%
2039
1 3 2 24.6%
2040
1 175 174 54%
2041
1 3 2 561%
2042
1 8 7 90.1%
2043
1 2 1 55.8%
2044
1 6 5 91.2%
2045
1 3 2 1.25%
2046
1 3 2 73.7%
2047
1 4 3 35.8%
2048
1 2 1 88.9%
2049
1 5 4 79.8%
2050
1 17 16 253%