Each N-PORT filing of ITB compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/itb/https://themulden.com/funds/itb/48 positions became 47: 2 added (0.92% of the fund), 3 dropped (1.73%). Turnover proxy 5.2%. Largest increases: D.R. HORTON, INC. 15.01% to 15.78%; PULTEGROUP, INC. 9.18% to 9.6%; MERITAGE HOMES CORPORATION 1.68% to 2.09%; OWENS CORNING 1.98% to 2.37%; MASCO CORPORATION 2.74% to 3.03%; CAVCO INDUSTRIES, INC. 1.53% to 1.78%. Largest decreases: NVR, Inc. 7.48% to 6.75%; INSTALLED BUILDING PRODUCTS, INC. 2.44% to 1.93%; LENNAR CORPORATION 7.61% to 7.15%; LOWE'S COMPANIES, INC. 4.51% to 4.1%; TOPBUILD CORP. 3.98% to 3.62%; BUILDERS FIRSTSOURCE, INC. 2.03% to 1.78%. New: LOUISIANA-PACIFIC CORPORATION (0.92%), S P MID 400 EMINI SEP26 (0%). Gone: TRI POINTE HOMES, INC. (1.6%), AMERICAN WOODMARK CORPORATION (0.13%), S P MID 400 EMINI JUN26 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 24 Aug 2026 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/47 positions became 48: 1 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.3%. Largest increases: PULTEGROUP, INC. 8.51% to 9.18%; TOLL BROTHERS, INC. 4.65% to 5.25%; TRI POINTE HOMES, INC. 1.01% to 1.6%; D.R. HORTON, INC. 14.68% to 15.01%; INSTALLED BUILDING PRODUCTS, INC. 2.2% to 2.44%; SIMPSON MANUFACTURING CO., INC. 1.41% to 1.58%. Largest decreases: LENNAR CORPORATION 8.25% to 7.61%; BUILDERS FIRSTSOURCE, INC. 2.4% to 2.03%; TOPBUILD CORP. 4.35% to 3.98%; THE HOME DEPOT, INC. 4.65% to 4.42%; NVR, Inc. 7.71% to 7.48%; FORTUNE BRANDS INNOVATIONS, INC. 1.27% to 1.04%. New: S P MID 400 EMINI JUN26 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 22 May 2026 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/47 positions became 47: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.5%. Largest increases: TOPBUILD CORP. 3.67% to 4.35%; CHAMPION HOMES, INC 1.45% to 1.76%; INSTALLED BUILDING PRODUCTS, INC. 1.89% to 2.2%; LENNOX INTERNATIONAL INC. 2.98% to 3.27%; LOWE'S COMPANIES, INC. 4.45% to 4.66%; MASCO CORPORATION 2.59% to 2.78%. Largest decreases: LENNAR CORPORATION 9.62% to 8.25%; D.R. HORTON, INC. 15.75% to 14.68%; PULTEGROUP, INC. 8.74% to 8.51%; TREX COMPANY, INC. 0.98% to 0.79%; OWENS CORNING 2.08% to 1.94%; KB HOME 1.45% to 1.37%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 23 Feb 2026 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/49 positions became 47: 0 added (0% of the fund), 2 dropped (1.36%). Turnover proxy 4.3%. Largest increases: D.R. HORTON, INC. 14.24% to 15.75%; THE SHERWIN-WILLIAMS COMPANY 4.26% to 4.58%; PULTEGROUP, INC. 8.45% to 8.74%; INSTALLED BUILDING PRODUCTS, INC. 1.64% to 1.89%; MOHAWK INDUSTRIES, INC. 0.94% to 1.18%; MASCO CORPORATION 2.35% to 2.59%. Largest decreases: NVR, Inc. 8.63% to 7.73%; LENNAR CORPORATION 10.26% to 9.62%; TAYLOR MORRISON HOME CORPORATION 2.46% to 2.19%; LENNOX INTERNATIONAL INC. 3.18% to 2.98%; MERITAGE HOMES CORPORATION 1.92% to 1.73%; TRI POINTE HOMES, INC. 1.16% to 1%. Gone: THE AZEK COMPANY INC. (1.36%), S P MID 400 EMINI SEP25 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Nov 2025 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/50 positions became 49: 1 added (0% of the fund), 2 dropped (1.21%). Turnover proxy 3.2%. Largest increases: TOLL BROTHERS, INC. 4.06% to 4.53%; PULTEGROUP, INC. 8.02% to 8.45%; D.R. HORTON, INC. 13.89% to 14.24%; LENNOX INTERNATIONAL INC. 2.83% to 3.18%; NVR, Inc. 8.35% to 8.63%; THE AZEK COMPANY INC. 1.11% to 1.36%. Largest decreases: CHAMPION HOMES, INC 1.92% to 1.32%; THE SHERWIN-WILLIAMS COMPANY 4.52% to 4.26%; CAVCO INDUSTRIES, INC. 1.6% to 1.39%; LOWE'S COMPANIES, INC. 4.62% to 4.44%; FORTUNE BRANDS INNOVATIONS, INC. 1.19% to 1.07%; LGI HOMES, INC. 0.53% to 0.42%. New: S P MID 400 EMINI SEP25 (0%). Gone: BEACON ROOFING SUPPLY, INC. (1.21%), S P MID 400 EMINI JUN25 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 26 Aug 2025 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/46 positions became 50: 4 added (0.98% of the fund), 0 dropped (0%). Turnover proxy 3.3%. Largest increases: CAVCO INDUSTRIES, INC. 1.25% to 1.6%; PULTEGROUP, INC. 7.69% to 8.02%; CHAMPION HOMES, INC 1.6% to 1.92%; TOPBUILD CORP. 3.15% to 3.45%; BEACON ROOFING SUPPLY, INC. 0.93% to 1.21%; TAYLOR MORRISON HOME CORPORATION 2.18% to 2.39%. Largest decreases: LENNAR CORPORATION 11.22% to 10.33%; TOLL BROTHERS, INC. 4.38% to 4.06%; NVR, Inc. 8.63% to 8.35%; OWENS CORNING 2.16% to 1.93%; FLOOR & DECOR HOLDINGS, INC. 1.58% to 1.36%; BUILDERS FIRSTSOURCE, INC. 2.43% to 2.27%. New: GRIFFON CORPORATION (0.45%), GIBRALTAR INDUSTRIES, INC. (0.28%), LA-Z-BOY INCORPORATED (0.26%), S P MID 400 EMINI JUN25 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 23 May 2025 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/46 positions became 46: 1 added (0.22% of the fund), 1 dropped (0%). Turnover proxy 3.6%. Largest increases: NVR, Inc. 7.94% to 8.63%; THE SHERWIN-WILLIAMS COMPANY 4.28% to 4.62%; CAVCO INDUSTRIES, INC. 0.93% to 1.25%; LENNOX INTERNATIONAL INC. 2.58% to 2.89%; CHAMPION HOMES, INC 1.32% to 1.6%; TAYLOR MORRISON HOME CORPORATION 1.92% to 2.18%. Largest decreases: LENNAR CORPORATION 11.91% to 11.22%; D.R. HORTON, INC. 14.71% to 14.05%; BUILDERS FIRSTSOURCE, INC. 3.01% to 2.43%; FORTUNE BRANDS INNOVATIONS, INC. 1.48% to 1.26%; MOHAWK INDUSTRIES, INC. 1.12% to 0.92%; FLOOR & DECOR HOLDINGS, INC. 1.77% to 1.58%. New: HOVNANIAN ENTERPRISES, INC. (0.22%). Gone: S P MID 400 EMINI DEC24 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 24 Feb 2025 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/45 positions became 46: 1 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.1%. Largest increases: D.R. HORTON, INC. 14.07% to 14.71%; BUILDERS FIRSTSOURCE, INC. 2.52% to 3.01%; FORTUNE BRANDS INNOVATIONS, INC. 1.21% to 1.48%; MASCO CORPORATION 2.19% to 2.44%; MOHAWK INDUSTRIES, INC. 0.9% to 1.12%; GREEN BRICK PARTNERS, INC. 0.49% to 0.67%. Largest decreases: TOPBUILD CORP. 4.11% to 3.2%; LENNAR CORPORATION 12.36% to 11.91%; THE SHERWIN-WILLIAMS COMPANY 4.65% to 4.28%; TREX CO INC 1.2% to 0.97%; OWENS CORNING 2.25% to 2.05%; BEACON ROOFING SUPPLY, INC. 0.86% to 0.71%. New: S P MID 400 EMINI DEC24 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 26 Nov 2024 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/48 positions became 45: 0 added (0% of the fund), 3 dropped (1.46%). Turnover proxy 3.5%. Largest increases: LENNOX INTERNATIONAL INC. 1.92% to 2.56%; OWENS CORNING 1.82% to 2.25%; NVR, Inc. 7.59% to 8.01%; THE HOME DEPOT, INC. 4.3% to 4.67%; PULTEGROUP, INC. 7.5% to 7.8%; THE SHERWIN-WILLIAMS COMPANY 4.37% to 4.65%. Largest decreases: BUILDERS FIRSTSOURCE, INC. 3.15% to 2.52%; D.R. HORTON, INC. 14.41% to 14.07%; INSTALLED BUILDING PRODUCTS, INC. 1.78% to 1.63%; TREX CO INC 1.33% to 1.2%; SKYLINE CHAMPION CORPORATION 1.34% to 1.23%; FLOOR & DECOR HOLDINGS, INC. 1.69% to 1.59%. Gone: M.D.C. HOLDINGS, INC. (1.1%), Masonite International Corporation (0.35%), S P MID 400 EMINI JUN24 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 26 Aug 2024 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/48 positions became 48: 2 added (0.08% of the fund), 2 dropped (0.33%). Turnover proxy 2.6%. Largest increases: INSTALLED BUILDING PRODUCTS, INC. 1.43% to 1.78%; TOLL BROTHERS, INC. 3.65% to 3.96%; BUILDERS FIRSTSOURCE, INC. 2.91% to 3.15%; NVR, Inc. 7.36% to 7.59%; LOWE'S COMPANIES, INC. 4.3% to 4.47%; TOPBUILD CORP. 3.93% to 4.08%. Largest decreases: D.R. HORTON, INC. 15.15% to 14.41%; MERITAGE HOMES CORPORATION 2.12% to 1.88%; LGI HOMES, INC. 0.9% to 0.7%; LEGGETT & PLATT, INCORPORATED 0.49% to 0.31%; UFP INDUSTRIES, INC. 1.1% to 0.93%; M/I HOMES, INC. 1.27% to 1.11%. New: ARHAUS, INC (0.08%), S P MID 400 EMINI JUN24 (0%). Gone: PGT INNOVATIONS, INC. (0.33%), S P MID 400 EMINI MAR24 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 24 May 2024 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/47 positions became 48: 1 added (0% of the fund), 0 dropped (0%). Turnover proxy 3%. Largest increases: D.R. HORTON, INC. 14.2% to 15.15%; TOPBUILD CORP. 3.47% to 3.93%; PULTEGROUP, INC. 7.05% to 7.36%; M/I HOMES, INC. 1.01% to 1.27%; MERITAGE HOMES CORPORATION 1.95% to 2.12%; BUILDERS FIRSTSOURCE, INC. 2.75% to 2.91%. Largest decreases: NVR, Inc. 8.44% to 7.36%; OWENS CORNING 2.17% to 1.86%; BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.3% to 0.04%; THE HOME DEPOT, INC. 4.47% to 4.29%; THE SHERWIN-WILLIAMS COMPANY 4.57% to 4.39%; SKYLINE CHAMPION CORPORATION 1.47% to 1.32%. New: S P MID 400 EMINI MAR24 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 23 Feb 2024 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/50 positions became 47: 1 added (0.22% of the fund), 4 dropped (2.69%). Turnover proxy 4.8%. Largest increases: NVR, Inc. 7.69% to 8.44%; LENNOX INTERNATIONAL INC. 1.55% to 2.12%; OWENS CORNING 1.73% to 2.17%; TOLL BROTHERS, INC. 3.23% to 3.51%; SIMPSON MANUFACTURING CO., INC. 0.87% to 1.13%; THE AZEK COMPANY INC. 0.54% to 0.79%. Largest decreases: D.R. HORTON, INC. 14.98% to 14.2%; LENNAR CORPORATION 12.61% to 12.29%; LGI HOMES, INC. 1.11% to 0.88%; GREEN BRICK PARTNERS, INC. 0.6% to 0.46%; TRI POINTE HOMES, INC. 1.3% to 1.17%; MERITAGE HOMES CORPORATION 2.07% to 1.95%. New: DREAM FINDERS HOMES, INC. (0.22%). Gone: WATSCO, INC. (1.88%), LOUISIANA-PACIFIC CORPORATION (0.8%), LL FLOORING HOLDINGS, INC. (0.02%), S P MID 400 EMINI SEP23 (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 24 Nov 2023 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/50 positions became 50: 1 added (0% of the fund), 1 dropped (0.01%). Turnover proxy 2.9%. Largest increases: PULTEGROUP, INC. 6.47% to 6.88%; BUILDERS FIRSTSOURCE, INC. 2.28% to 2.57%; TOLL BROTHERS, INC. 3.04% to 3.23%; OWENS CORNING 1.56% to 1.73%; LENNOX INTERNATIONAL INC. 1.41% to 1.55%; THE SHERWIN-WILLIAMS COMPANY 4.45% to 4.59%. Largest decreases: NVR, Inc. 8.29% to 7.69%; SKYLINE CHAMPION CORPORATION 1.96% to 1.38%; LENNAR CORPORATION 13.11% to 12.61%; CAVCO INDUSTRIES, INC. 1.26% to 0.95%; FLOOR & DECOR HOLDINGS, INC. 1.82% to 1.63%; LEGGETT & PLATT, INCORPORATED 0.74% to 0.58%. New: S P MID 400 EMINI SEP23 (0%). Gone: S P MID 400 EMINI JUN23 (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Aug 2023 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/49 positions became 50: 1 added (0.01% of the fund), 0 dropped (0%). Turnover proxy 3.4%. Largest increases: PULTEGROUP, INC. 6.11% to 6.47%; SKYLINE CHAMPION CORPORATION 1.61% to 1.96%; BUILDERS FIRSTSOURCE, INC. 1.93% to 2.28%; TOPBUILD CORP. 2.94% to 3.27%; FLOOR & DECOR HOLDINGS, INC. 1.5% to 1.82%; THE SHERWIN-WILLIAMS COMPANY 4.26% to 4.45%. Largest decreases: D.R. HORTON, INC. 16.42% to 15.01%; LENNAR CORPORATION 13.57% to 13.11%; LOUISIANA-PACIFIC CORPORATION 0.86% to 0.68%; MASCO CORPORATION 2.13% to 1.95%; MOHAWK INDUSTRIES, INC. 1.09% to 0.92%; FORTUNE BRANDS INNOVATIONS, INC. 1.48% to 1.31%. New: S P MID 400 EMINI JUN23 (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 24 May 2023 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/48 positions became 49: 1 added (0.19% of the fund), 0 dropped (0%). Turnover proxy 3%. Largest increases: D.R. HORTON, INC. 14.95% to 16.42%; LENNAR CORPORATION 13.34% to 13.57%; MERITAGE HOMES CORPORATION 1.8% to 1.98%; EAGLE MATERIALS INC. 0.86% to 0.99%; THE SHERWIN-WILLIAMS COMPANY 4.16% to 4.26%; BlackRock Funds III: BlackRock Cash Funds: Treasury; SL Agen 0.1% to 0.18%. Largest decreases: TOPBUILD CORP. 3.75% to 2.94%; NVR, Inc. 8.64% to 8.16%; SKYLINE CHAMPION CORPORATION 1.96% to 1.61%; LOWE'S COMPANIES, INC. 4.52% to 4.34%; INSTALLED BUILDING PRODUCTS, INC. 1.34% to 1.18%; WATSCO, INC. 1.83% to 1.68%. New: MasterBrand Inc (0.19%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 24 Feb 2023 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/48 positions became 48: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3%. Largest increases: LENNAR CORPORATION 12.5% to 13.34%; D.R. HORTON, INC. 14.63% to 14.95%; SKYLINE CHAMPION CORPORATION 1.69% to 1.96%; NVR, Inc. 8.37% to 8.64%; FLOOR & DECOR HOLDINGS, INC. 1.33% to 1.59%; WATSCO, INC. 1.59% to 1.83%. Largest decreases: PULTEGROUP, INC. 6.46% to 6.09%; MOHAWK INDUSTRIES, INC. 1.27% to 1.03%; TOLL BROTHERS, INC. 3.37% to 3.15%; GREEN BRICK PARTNERS, INC. 0.62% to 0.41%; TREX COMPANY, INC. 1.24% to 1.03%; THE HOME DEPOT, INC. 4.69% to 4.49%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Nov 2022 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/49 positions became 48: 0 added (0% of the fund), 1 dropped (0.01%). Turnover proxy 3.1%. Largest increases: DR Horton Inc 14.08% to 14.63%; TopBuild Corp 3.32% to 3.75%; PulteGroup Inc 6.12% to 6.46%; Toll Brothers Inc 3.04% to 3.37%; Lennar Corp 12.21% to 12.5%; Lowe's Cos Inc 4.42% to 4.63%. Largest decreases: Sherwin-Williams Co/The 5.09% to 4.25%; NVR Inc 8.65% to 8.37%; Watsco Inc 1.86% to 1.59%; Lennox International Inc 1.61% to 1.36%; Builders FirstSource Inc 2.12% to 1.88%; Fortune Brands Home & Security Inc 1.79% to 1.58%. Gone: Chicago Mercantile Exchange (0.01%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 25 Aug 2022 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/48 positions became 49: 1 added (0.12% of the fund), 0 dropped (0%). Turnover proxy 4%. Largest increases: NVR Inc 7.92% to 8.65%; Watsco Inc 1.34% to 1.86%; Sherwin-Williams Co/The 4.58% to 5.09%; Owens Corning 1.18% to 1.56%; Taylor Morrison Home Corp 1.76% to 1.98%; Lennox International Inc 1.41% to 1.61%. Largest decreases: Trex Co Inc 2.01% to 1.28%; Lennar Corp 12.92% to 12.21%; TopBuild Corp 3.72% to 3.32%; DR Horton Inc 14.46% to 14.08%; Toll Brothers Inc 3.39% to 3.04%; Floor & Decor Holdings Inc 1.77% to 1.52%. New: Hayward Holdings Inc (0.12%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 May 2022 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/47 positions became 48: 1 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.7%. Largest increases: DR Horton Inc 13.89% to 14.46%; Builders FirstSource Inc 1.64% to 2.12%; TopBuild Corp 3.42% to 3.72%; Trex Co Inc 1.8% to 2.01%; Toll Brothers Inc 3.25% to 3.39%; Taylor Morrison Home Corp 1.64% to 1.76%. Largest decreases: Lowe's Cos Inc 4.77% to 4.49%; NVR Inc 8.19% to 7.92%; Home Depot Inc/The 4.75% to 4.5%; Mohawk Industries Inc 1.52% to 1.29%; LGI Homes Inc 1.56% to 1.35%; KB Home 1.78% to 1.57%. New: Chicago Mercantile Exchange (0%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Feb 2022 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/47 positions became 47: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.4%. Largest increases: Builders FirstSource Inc 1.25% to 1.64%; Floor & Decor Holdings Inc 1.57% to 1.95%; TopBuild Corp 3.14% to 3.42%; Skyline Champion Corp 1.33% to 1.61%; Lowe's Cos Inc 4.58% to 4.77%; Meritage Homes Corp 1.71% to 1.85%. Largest decreases: PulteGroup Inc 6.94% to 6.05%; DR Horton Inc 14.25% to 13.89%; AZEK Co Inc/The 0.85% to 0.62%; Lennox International Inc 1.71% to 1.54%; LGI Homes Inc 1.71% to 1.56%; Lennar Corp 13.16% to 13.06%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 24 Nov 2021 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/47 positions became 47: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 2.2%. Largest increases: NVR Inc 7.85% to 8.18%; PulteGroup Inc 6.72% to 6.94%; Skyline Champion Corp 1.14% to 1.33%; Lennox International Inc 1.55% to 1.71%; Trex Co Inc 1.54% to 1.67%; LGI Homes Inc 1.58% to 1.71%. Largest decreases: Taylor Morrison Home Corp 1.91% to 1.64%; KB Home 1.99% to 1.74%; Lowe's Cos Inc 4.82% to 4.58%; MDC Holdings Inc 1.58% to 1.35%; Home Depot Inc/The 4.9% to 4.67%; Lennar Corp 13.38% to 13.16%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 Aug 2021 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/47 positions became 47: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 4%. Largest increases: Lennar Corp 12.64% to 13.38%; Builders FirstSource Inc 0.86% to 1.39%; Home Depot Inc/The 4.41% to 4.9%; DR Horton Inc 13.78% to 14.21%; Lowe's Cos Inc 4.42% to 4.82%; KB Home 1.78% to 1.99%. Largest decreases: NVR Inc 8.6% to 7.85%; Masco Corp 2.59% to 2.24%; TopBuild Corp 3.66% to 3.33%; Floor & Decor Holdings Inc 1.74% to 1.45%; PulteGroup Inc 6.97% to 6.72%; Meritage Homes Corp 1.88% to 1.66%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 May 2021 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/47 positions became 47: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3.4%. Largest increases: Mohawk Industries Inc 1.12% to 1.52%; TopBuild Corp 3.29% to 3.66%; NVR Inc 8.28% to 8.6%; Floor & Decor Holdings Inc 1.49% to 1.74%; AZEK Co Inc/The 0.48% to 0.72%; Green Brick Partners Inc 0.45% to 0.67%. Largest decreases: DR Horton Inc 14.59% to 13.78%; Meritage Homes Corp 2.42% to 1.88%; Lennar Corp 13.07% to 12.64%; PulteGroup Inc 7.23% to 6.97%; Toll Brothers Inc 3.26% to 3.01%; KB Home 1.97% to 1.78%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 25 Feb 2021 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/45 positions became 47: 2 added (0.93% of the fund), 0 dropped (0%). Turnover proxy 4.2%. Largest increases: PulteGroup Inc 6.58% to 7.23%; DR Horton Inc 14.08% to 14.59%; Floor & Decor Holdings Inc 1.03% to 1.49%; TopBuild Corp 2.91% to 3.29%; Toll Brothers Inc 2.89% to 3.26%; Meritage Homes Corp 2.07% to 2.42%. Largest decreases: Masco Corp 3.37% to 2.76%; Mohawk Industries Inc 1.54% to 1.12%; Cavco Industries Inc 1.28% to 0.9%; NVR Inc 8.65% to 8.28%; Trex Co Inc 1.91% to 1.59%; Lowe's Cos Inc 4.77% to 4.48%. New: AZEK Co Inc/The (0.48%), Green Brick Partners Inc (0.45%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Nov 2020 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/45 positions became 45: 1 added (0.77% of the fund), 1 dropped (0.73%). Turnover proxy 5.7%. Largest increases: PulteGroup Inc 5.24% to 6.58%; Trex Co Inc 1.49% to 1.91%; Fortune Brands Home & Security Inc 1.92% to 2.27%; Floor & Decor Holdings Inc 0.71% to 1.03%; Sherwin-Williams Co/The 4.26% to 4.56%; Meritage Homes Corp 1.78% to 2.07%. Largest decreases: NVR Inc 10.99% to 8.65%; Cavco Industries Inc 1.69% to 1.28%; TopBuild Corp 3.3% to 2.91%; Toll Brothers Inc 3.15% to 2.89%; BlackRock Funds III 0.31% to 0.05%; MDC Holdings Inc 1.58% to 1.38%. New: UFP Industries Inc (0.77%). Gone: Universal Forest Products Inc (0.73%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Aug 2020 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/46 positions became 45: 0 added (0% of the fund), 1 dropped (0.49%). Turnover proxy 7.2%. Largest increases: Lennar Corp 11.51% to 13.17%; NVR Inc 9.75% to 10.99%; DR Horton Inc 13.04% to 14.04%; TopBuild Corp 2.58% to 3.3%; Cavco Industries Inc 1.24% to 1.69%; LGI Homes Inc 1.04% to 1.35%. Largest decreases: PulteGroup Inc 7.29% to 5.24%; Toll Brothers Inc 3.76% to 3.15%; Mohawk Industries Inc 1.92% to 1.44%; Leggett & Platt Inc 1.58% to 1.12%; Sherwin-Williams Co/The 4.69% to 4.26%; Owens Corning 1.68% to 1.34%. Gone: William Lyon Homes (0.49%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 01 Jun 2020 12:00:00 GMThttps://themulden.com/funds/itb/https://themulden.com/funds/itb/46 positions became 46: 0 added (0% of the fund), 0 dropped (0%). Turnover proxy 3%. Largest increases: Lowe's Cos Inc 4.23% to 4.71%; Home Depot Inc/The 4.36% to 4.77%; Fortune Brands Home & Security Inc 1.87% to 2.15%; Masco Corp 2.94% to 3.23%; Leggett & Platt Inc 1.31% to 1.58%; Installed Building Products Inc 0.93% to 1.08%. Largest decreases: Lennar Corp 12.1% to 11.51%; DR Horton Inc 13.52% to 13.04%; Taylor Morrison Home Corp 2.08% to 1.71%; Meritage Homes Corp 1.93% to 1.62%; Toll Brothers Inc 4.04% to 3.76%; LGI Homes Inc 1.27% to 1.04%. Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Feb 2020 12:00:00 GMT