Schedule of Investments (unaudited) 
June 30, 2026
BATS: Short Duration Taxable Total Return Series
(Percentages shown are based on Net Assets)
Security
 
Par
(000)
Value
Asset-Backed Securities
720 East CLO Ltd., Series 2023-IA, Class A1R, (3-
mo. CME Term SOFR + 1.37%), 5.04%,
04/15/38(a)(b)
USD  
265
$  265,549
Abry Liquid Credit CLO Ltd., Series 2025-2A,
Class A1, (3-mo. CME Term SOFR + 1.31%),
5.00%, 01/15/38(a)(b)
465
465,600
Affirm Asset Securitization Trust
Series 2025-X2, Class A, 4.45%, 10/15/30(a)
56
55,604
Series 2026-X1, Class A, 4.27%, 04/15/31(a)
1,324
1,323,332
Affirm Master Trust
Series 2025-3A, Class A, 4.45%, 10/16/34(a)
765
758,930
Series 2026-2A, Class A, 4.67%, 04/16/35(a)
500
498,192
ALLO Issuer LLC, Series 2026-1A, Class A2, 5.61%,
06/20/56(a)
156
157,523
American Express Credit Account Master Trust
Series 2024-2, Class A, 5.24%, 04/15/31
406
415,221
Series 2025-4, Class A, 4.30%, 07/15/30
1,901
1,898,511
Anchorage Capital CLO 18 Ltd., Series 2021-18A,
Class A1R, (3-mo. CME Term SOFR + 1.25%),
4.94%, 07/15/39(a)(b)
1,845
1,845,922
ARES Loan Funding VIII Ltd., Series 2024-ALF8,
Class A1, (3-mo. CME Term SOFR + 1.25%),
4.92%, 01/24/38(a)(b)
290
290,278
ARI Fleet Lease Trust
Series 2024-A, Class A2, 5.30%, 11/15/32(a)
54
54,449
Series 2024-B, Class A2, 5.54%, 04/15/33(a)
30
30,189
Series 2025-B, Class A2, 4.59%, 03/15/34(a)
858
859,649
BA Credit Card Trust, Series 2024-A1, Class A,
4.93%, 05/15/29
1,383
1,391,927
Bain Capital Credit CLO Ltd., Series 2024-1A,
Class A1R, (3-mo. CME Term SOFR + 1.17%),
4.85%, 04/16/39(a)(b)
250
249,975
Battalion CLO XI Ltd., Series 2017-11A, Class AR2,
(3-mo. CME Term SOFR + 1.13%), 4.80%,
04/24/34(a)(b)
247
246,956
Battalion CLO XIX Ltd., Series 2021-19A, Class BR,
(3-mo. CME Term SOFR + 1.60%), 5.22%,
04/15/34(a)(b)
750
750,308
Benefit Street Partners CLO X Ltd., Series 2016-
10A, Class BR3, (3-mo. CME Term SOFR +
1.85%), 5.53%, 07/20/38(a)(b)
250
250,609
BMW Vehicle Owner Trust
Series 2023-A, Class A3, 5.47%, 02/25/28
108
107,937
Series 2025-A, Class A3, 4.56%, 09/25/29
500
501,237
BofA Auto Trust, Series 2025-1A, Class A3, 4.35%,
11/20/29(a)
253
253,121
Canyon CLO Ltd., Series 2021-4A, Class BR, (3-mo.
CME Term SOFR + 1.60%), 5.27%, 10/15/34(a)(b)
250
249,925
Capital One Multi-Asset Execution Trust,
Series 2019-A3, Class A3, 2.06%, 08/15/28
2,000
1,995,614
Chase Issuance Trust
Series 2023-A1, Class A, 5.16%, 09/15/28
2,680
2,686,752
Series 2024-A2, Class A, 4.72%, 01/15/31
293
294,918
Series 2025-A1, Class A, 4.16%, 07/15/30
1,728
1,721,253
Chesapeake Funding II LLC
Series 2023-2A, Class A1, 6.16%, 10/15/35(a)
82
81,701
Series 2024-1A, Class A1, 5.52%, 05/15/36(a)
217
218,206
CNH Equipment Trust
Series 2022-B, Class A3, 3.89%, 11/15/27
33
33,220
Series 2024-A, Class A3, 4.77%, 06/15/29
262
262,761
Series 2024-C, Class A3, 4.03%, 01/15/30
198
197,530
Series 2026-B, Class A2A, 4.18%, 11/15/29
2,005
2,002,245
Security
 
Par
(000)
Value
Asset-Backed Securities (continued)
College Ave Student Loans LLC
Series 2021-B, Class A1, (1-mo. CME Term
SOFR + 0.91%), 4.50%, 06/25/52(a)(b)
USD  
125
$  124,253
Series 2021-C, Class B, 2.72%, 07/26/55(a)
58
52,805
Series 2023-A, Class A1, (SOFR (30-day) +
1.90%), 5.53%, 05/25/55(a)(b)
316
321,388
Compass Datacenters Issuer III LLC, Series 2026-
1A, Class A21, 4.90%, 02/25/56(a)
252
248,960
DB Master Finance LLC, Series 2026-1A, Class A2I,
5.20%, 05/20/56(a)
313
312,804
Dell Equipment Finance Trust
Series 2025-1, Class A2, 4.68%, 07/22/27(a)
114
113,796
Series 2025-1, Class A3, 4.61%, 02/24/31(a)
337
337,976
Series 2026-1A, Class A3, 4.32%, 12/22/31(a)
217
216,226
Diameter Capital CLO 5 Ltd., Series 2023-5A,
Class A1R, (3-mo. CME Term SOFR + 1.24%),
4.91%, 01/15/39(a)(b)
250
250,125
Dryden 76 CLO Ltd., Series 2019-76A, Class A1R2,
(3-mo. CME Term SOFR + 1.37%), 5.04%,
10/15/37(a)(b)
290
290,497
ECMC Group Student Loan Trust, Series 2026-2A,
Class A, (SOFR (30-day) + 0.93%), 4.58%,
05/25/76(a)(b)
1,995
1,979,857
EDvestinU Private Education Loan Issue No. 3 LLC,
Series 2021-A, Class A, 1.80%, 11/25/45(a)
38
35,976
ELFI Graduate Loan Program LLC
Series 2022-A, Class A, 4.51%, 08/26/47(a)
347
338,459
Series 2023-A, Class A, 6.37%, 02/04/48(a)
310
316,306
Elmwood CLO III Ltd., Series 2019-3A, Class A2RR,
(3-mo. CME Term SOFR + 1.60%), 5.28%,
07/18/37(a)(b)
425
426,023
Enterprise Fleet Financing LLC
Series 2023-2, Class A2, 5.56%, 04/22/30(a)
72
72,244
Series 2024-1, Class A2, 5.23%, 03/20/30(a)
133
133,836
Series 2024-1, Class A3, 5.16%, 09/20/30(a)
50
50,418
Series 2024-3, Class A3, 4.98%, 08/21/28(a)
200
201,187
Series 2024-3, Class A4, 5.06%, 03/20/31(a)
66
66,515
Series 2024-4, Class A3, 4.56%, 11/20/28(a)
182
182,341
Series 2025-2, Class A3, 4.41%, 06/20/29(a)
342
341,424
Firstlight Issuer LLC, Series 2026-1A, Class A2,
06/20/56(a)(c)
123
123,524
Flatiron CLO 23 LLC, Series 2023-1A, Class AR,
(3-mo. CME Term SOFR + 1.24%), 4.92%,
04/17/36(a)(b)
250
250,273
Ford Credit Auto Owner Trust
Series 2023-1, Class A, 4.85%, 08/15/35(a)
1,380
1,388,929
Series 2023-2, Class A, 5.28%, 02/15/36(a)
1,675
1,702,453
Series 2023-A, Class A3, 4.65%, 02/15/28
30
30,107
Series 2024-1, Class A, 4.87%, 08/15/36(a)(d)
1,288
1,300,750
Series 2024-A, Class A3, 5.09%, 12/15/28
1,163
1,168,797
Series 2025-2, Class A, 4.37%, 02/15/38(a)(d)
1,870
1,852,952
Ford Credit Auto Owner Trust/Ford Credit,
Series 2025-1, Class A, 4.86%, 08/15/37(a)(d)
715
721,655
Ford Credit Floorplan Master Owner Trust A
Series 2018-4, Class A, 4.06%, 11/15/30
907
898,476
Series 2024-2, Class A, 5.24%, 04/15/31(a)
545
555,427
Foundation Finance Trust
Series 2024-1A, Class A, 5.50%, 12/15/49(a)
214
216,433
Series 2025-1A, Class A, 4.95%, 04/15/50(a)
366
365,504
FS Rialto Issuer Ltd., Series 2021-FL2, Class A,
(1-mo. CME Term SOFR + 1.58%), 5.22%,
05/16/38(a)(b)
48
47,851
1

Schedule of Investments (unaudited) (continued)
June 30, 2026
BATS: Short Duration Taxable Total Return Series
(Percentages shown are based on Net Assets)
Security
 
Par
(000)
Value
Asset-Backed Securities (continued)
GM Financial Consumer Automobile Receivables
Trust
Series 2022-3, Class A4, 3.71%, 12/16/27
USD  
376
$  376,028
Series 2023-4, Class A3, 5.78%, 08/16/28
268
269,983
Series 2024-4, Class A3, 4.40%, 08/16/29
1,021
1,022,345
Series 2025-3, Class A3, 4.18%, 08/16/30
1,245
1,242,412
Series 2025-4, Class A3, 3.84%, 02/18/31
1,198
1,186,010
GM Financial Revolving Receivables Trust
Series 2023-2, Class A, 5.77%, 08/11/36(a)
1,904
1,957,586
Series 2024-1, Class A, 4.98%, 12/11/36(a)
284
287,577
Series 2024-2, Class A, 4.52%, 03/11/37(a)
824
823,383
GoodLeap Sustainable Home Solutions Trust
Series 2021-5CS, Class A, 2.31%, 10/20/48(a)
43
35,856
Series 2022-1GS, Class A, 2.70%, 01/20/49(a)
79
68,477
Series 2022-2CS, Class A, 4.00%, 04/20/49(a)
35
30,209
GreatAmerica Leasing Receivables Funding LLC
Series 2024-2, Class A2, 5.28%, 03/15/27(a)
32
31,679
Series 2025-1, Class A3, 4.49%, 04/16/29(a)
180
180,114
Series 2026-1, Class A2, 4.47%, 01/16/29(a)
1,363
1,363,980
GreenSky Home Improvement Issuer Trust,
Series 2026-REV1, Class A, 4.93%, 05/15/41(a)
123
122,930
Higley Park CLO Ltd., Series 2025-1A, Class B1,
(3-mo. CME Term SOFR + 1.65%), 5.32%,
07/24/38(a)(b)
400
401,496
Honda Auto Receivables Owner Trust
Series 2023-4, Class A3, 5.67%, 06/21/28
386
388,551
Series 2026-2, Class A2A, 4.11%, 12/15/28
1,213
1,211,535
Hyundai Auto Receivables Trust
Series 2023-B, Class A3, 5.48%, 04/17/28
349
350,370
Series 2024-A, Class A3, 4.99%, 02/15/29
619
621,134
Series 2024-B, Class A3, 4.84%, 03/15/29
1,104
1,106,960
Series 2024-C, Class A3, 4.41%, 05/15/29
1,622
1,623,475
Series 2025-A, Class A3, 4.32%, 10/15/29
366
366,168
Series 2025-C, Class A3, 3.88%, 04/15/30
479
475,547
Iskandar Enterprise LLC
Series 2026-1A, Class A21, 5.05%, 04/17/56(a)
223
221,722
Series 2026-1A, Class A22, 5.34%, 04/17/56(a)
342
340,377
John Deere Owner Trust, Series 2023-B, Class A3,
5.18%, 03/15/28
137
137,881
KKR CLO 59 Ltd., Series 2025-59A, Class A1, (3-
mo. CME Term SOFR + 1.24%), 4.92%,
01/15/39(a)(b)
675
675,331
Kubota Credit Owner Trust, Series 2025-1A,
Class A2, 4.61%, 12/15/27(a)
112
111,776
LCM 31 Ltd., Series 31A, Class AR, (3-mo. CME
Term SOFR + 1.28%), 4.96%, 07/20/34(a)(b)
1,930
1,931,842
Lyra Music Assets Delaware LP, Series 2025-1A,
Class A2, 5.60%, 09/20/65(a)
113
113,465
M&T Bank RV Trust, Series 2026-1A, Class A,
4.35%, 01/15/46(a)
209
206,079
M&T Equipment Notes, Series 2025-1A, Class A2,
4.70%, 12/16/27(a)
62
61,920
Madison Park Funding XXX Ltd., Series 2018-30A,
Class A1R, (3-mo. CME Term SOFR + 1.36%),
5.04%, 07/16/37(a)(b)
2,000
2,003,188
Mariner Finance Issuance Trust, Series 2026-AA,
Class A, 5.01%, 05/20/39(a)
308
307,956
Mercedes-Benz Auto Receivables Trust,
Series 2023-2, Class A3, 5.95%, 11/15/28
300
301,899
MMAF Equipment Finance LLC
Series 2024-A, Class A3, 4.95%, 07/14/31(a)
150
150,664
Series 2024-A, Class A4, 5.10%, 07/13/49(a)
745
756,535
Security
 
Par
(000)
Value
Asset-Backed Securities (continued)
MTP ABS Funding LLC, Series 2026-1A, Class A2,
5.20%, 04/25/56(a)
USD  
82
$  81,816
Navient Education Loan Trust, Series 2025-A,
Class A, 5.02%, 07/15/55(a)
254
254,218
Navient Private Education Loan Trust,
Series 2020-A, Class A2B, (1-mo. CME Term
SOFR + 1.01%), 4.64%, 11/15/68(a)(b)
532
531,359
Navient Private Education Refi Loan Trust
Series 2019-CA, Class A2, 3.13%, 02/15/68(a)
54
53,254
Series 2019-GA, Class A, 2.40%, 10/15/68(a)
35
33,930
Series 2020-BA, Class A2, 2.12%, 01/15/69(a)
154
147,037
Series 2020-DA, Class A, 1.69%, 05/15/69(a)
182
173,018
Series 2020-FA, Class A, 1.22%, 07/15/69(a)
257
242,661
Series 2020-IA, Class A1A, 1.33%, 04/15/69(a)
447
408,847
Series 2021-A, Class A, 0.84%, 05/15/69(a)
35
32,370
Series 2021-BA, Class A, 0.94%, 07/15/69(a)
234
212,378
Series 2022-BA, Class A, 4.16%, 10/15/70(a)
604
584,926
Navient Refinance Loan Trust, Series 2025-C,
Class A, 4.80%, 10/15/55(a)
267
265,575
Navient Student Loan Trust, Series 2023-BA,
Class A1B, (SOFR (30-day) + 1.70%), 5.29%,
03/15/72(a)(b)
115
115,382
Nelnet Student Loan Trust
Series 2021-A, Class APT2, 1.36%, 04/20/62(a)
269
254,532
Series 2021-CA, Class AFL, (1-mo. CME Term
SOFR + 0.85%), 4.49%, 04/20/62(a)(b)
204
203,421
Series 2025-1A, Class A1, (SOFR (30-day) +
0.75%), 4.38%, 10/25/33(a)(b)
435
434,663
Series 2025-AA, Class A1B, (SOFR (30-day) +
1.10%), 4.69%, 03/15/57(a)(b)
317
315,760
Series 2025-BA, Class A1B, (SOFR (30-day) +
1.35%), 4.94%, 05/17/55(a)(b)
722
724,125
Nissan Auto Receivables Owner Trust
Series 2023-A, Class A3, 4.91%, 11/15/27
230
229,837
Series 2026-A, Class A2A, 4.19%, 03/15/29
1,014
1,013,479
OCP Aegis CLO Ltd., Series 2024-39A, Class AR,
(3-mo. CME Term SOFR + 1.09%), 4.77%,
04/16/38(a)(b)
250
249,762
OCP CLO Ltd., Series 2016-12A, Class BAR3, (3-
mo. CME Term SOFR + 1.68%), 5.36%,
10/18/37(a)(b)
260
260,240
OHA Credit Partners XVI, Series 2021-16A,
Class AR, (3-mo. CME Term SOFR + 1.35%),
5.03%, 10/18/37(a)(b)
420
420,818
OneMain Financial Issuance Trust
Series 2019-2A, Class A, 3.14%, 10/14/36(a)
402
396,826
Series 2023-1A, Class A, 5.50%, 06/14/38(a)
150
152,598
Series 2023-2A, Class A2, (SOFR (30-day) +
1.50%), 5.09%, 09/15/36(a)(b)
162
162,999
Series 2026-1A, Class A, 4.98%, 07/14/39(a)
1,390
1,395,195
Pagaya AI Technology in Housing Trust,
Series 2023-1, Class A, 3.60%, 10/25/40(a)
495
476,311
PFS Financing Corp.
Series 2023-C, Class A, 5.52%, 10/15/28(a)
432
433,561
Series 2024-B, Class A, 4.95%, 02/15/29(a)
140
140,497
Series 2024-D, Class A, 5.34%, 04/15/29(a)
115
115,882
Series 2025-B, Class A, 4.85%, 02/15/30(a)
738
741,677
Series 2025-F, Class A, 4.40%, 08/15/30(a)
493
491,518
Series 2026-D, Class A, 4.49%, 05/15/31(a)
340
338,578
Pikes Peak CLO 14 Ltd., Series 2023-14A,
Class A1R, (3-mo. CME Term SOFR + 1.38%),
5.06%, 07/20/38(a)(b)
250
250,370
2

Schedule of Investments (unaudited) (continued)
June 30, 2026
BATS: Short Duration Taxable Total Return Series
(Percentages shown are based on Net Assets)
Security
 
Par
(000)
Value
Asset-Backed Securities (continued)
Point Broadband & Funding LLC, Series 2025-1A,
Class A2, 5.34%, 07/20/55(a)
USD  
116
$  115,401
Porsche Financial Auto Securitization Trust,
Series 2024-1A, Class A3, 4.44%, 01/22/30(a)
1,485
1,486,287
Porsche Innovative Lease Owner Trust, Series 2026-
1A, Class A2A, 4.10%, 10/20/28
915
913,721
Prodigy Finance DAC, Series 2021-1A, Class A,
(1-mo. CME Term SOFR + 1.36%), 5.01%,
07/25/51(a)(b)
24
23,904
Progress Residential Trust, Series 2021-SFR10,
Class A, 2.39%, 12/17/40(a)
431
406,441
QTS Issuer ABS II LLC
Series 2025-1A, Class A2, 5.04%, 10/05/55(a)
425
415,989
Series 2026-4A, Class A2, 5.70%, 03/05/56(a)
372
371,044
Series 2026-6A, Class A21, 07/05/56(a)(c)
165
164,998
Rad CLO 18 Ltd., Series 2023-18A, Class A1R, (3-
mo. CME Term SOFR + 1.40%), 5.07%,
07/15/37(a)(b)
490
490,844
RCKT Mortgage Trust, Series 2024-CES2, Class A2,
6.39%, 04/25/44(a)(b)
445
447,688
Regional Management Issuance Trust
Series 2024-1, Class A, 5.83%, 07/15/36(a)
103
104,016
Series 2024-2, Class A, 5.11%, 12/15/33(a)
100
100,139
Republic Finance Issuance Trust, Series 2026-A,
Class A, 4.82%, 06/20/39(a)
515
511,888
RR 21 Ltd., Series 2022-21A, Class A1AR, (3-mo.
CME Term SOFR + 1.40%), 5.07%, 07/15/39(a)(b)
260
260,442
SAIF Securitization Trust, Series 2026-CES1,
Class A1A, 5.40%, 02/25/56(a)(d)
197
196,375
SFS Auto Receivables Securitization Trust
Series 2025-1A, Class A3, 4.75%, 07/22/30(a)
450
451,675
Series 2025-2A, Class A3, 4.44%, 12/20/30(a)
656
656,501
Signal Peak CLO 5 Ltd., Series 2018-5A,
Class A1R2, (3-mo. CME Term SOFR + 1.23%),
4.86%, 04/25/37(a)(b)
250
250,125
Sixth Street CLO XXIII Ltd., Series 2023-23A,
Class A1R, (3-mo. CME Term SOFR + 1.21%),
4.89%, 10/17/38(a)(b)
870
870,649
SLM Student Loan Trust, Series 2013-4, Class A,
(SOFR (30-day) + 0.66%), 4.29%, 06/25/43(b)
103
101,259
SMB Private Education Loan Trust
Series 2019-B, Class A2B, (1-mo. CME Term
SOFR + 1.11%), 4.74%, 06/15/37(a)(b)
214
213,546
Series 2021-A, Class A2A1, (1-mo. CME Term
SOFR + 0.84%), 4.47%, 01/15/53(a)(b)
493
488,371
Series 2021-A, Class APL, (1-mo. CME Term
SOFR + 0.84%), 4.47%, 01/15/53(a)(b)
579
574,433
Series 2022-A, Class APT, 2.85%, 11/16/54(a)
405
375,865
Series 2022-B, Class A1A, 3.94%, 02/16/55(a)
419
403,478
Series 2023-B, Class A1B, (SOFR (30-day) +
1.80%), 5.39%, 10/16/56(a)(b)
465
470,707
Series 2023-C, Class A1A, 5.67%, 11/15/52(a)
95
96,061
Series 2024-A, Class A1B, (SOFR (30-day) +
1.45%), 5.04%, 03/15/56(a)(b)
214
215,264
Series 2024-C, Class A1A, 5.50%, 06/17/52(a)
853
859,959
SoFi Consumer Loan Program Trust
Series 2025-2, Class A, 4.82%, 06/25/34(a)
344
344,051
Series 2026-2, Class A, 4.27%, 03/25/36(a)
1,161
1,159,409
Series 2026-B, Class A, 4.40%, 02/25/36(a)
798
796,808
SoFi Personal Loan Trust
Series 2023-1A, Class A, 6.00%, 11/12/30(a)
44
44,540
Series 2024-1A, Class A, 6.06%, 02/12/31(a)
38
38,113
Security
 
Par
(000)
Value
Asset-Backed Securities (continued)
SoFi Professional Loan Program Trust
Series 2020-A, Class A2FX, 2.54%, 05/15/46(a)
USD  
93
$  89,386
Series 2020-C, Class AFX, 1.95%, 02/15/46(a)
144
135,260
Summit Issuer LLC, Series 2025-1A, Class A2,
5.21%, 11/20/55(a)
264
262,225
Symphony CLO 40 Ltd., Series 2023-40A, Class AR,
(3-mo. CME Term SOFR + 1.31%), 4.98%,
01/05/38(a)(b)
645
645,803
Symphony CLO 52 Ltd., Series 2025-52A, Class AR,
(3-mo. CME Term SOFR + 1.15%), 4.82%,
01/20/36(a)(b)
155
155,073
TCW CLO AMR Ltd., Series 2019-1A, Class ASNR,
(3-mo. CME Term SOFR + 1.30%), 4.95%,
08/16/34(a)(b)
1,255
1,254,820
Toyota Auto Loan Extended Note Trust, Series 2025-
1A, Class A, 4.65%, 05/25/38(a)
1,195
1,198,523
Toyota Auto Receivables Owner Trust
Series 2022-B, Class A4, 3.11%, 08/16/27
127
126,669
Series 2023-C, Class A3, 5.16%, 04/17/28
112
112,020
Trinitas CLO XIX Ltd., Series 2022-19A, Class A1R,
(3-mo. CME Term SOFR + 1.11%), 4.79%,
10/20/33(a)(b)
277
277,140
UPX HIL Issuer Trust, Series 2025-1, Class A,
5.16%, 01/25/47(a)
135
133,741
Vantage Data Centers Issuer LLC, Series 2025-2A,
Class A2, 5.24%, 11/15/55(a)
166
161,192
Verizon Master Trust
Series 2024-2, Class A, 4.83%, 12/22/31(a)
1,481
1,493,764
Series 2024-8, Class A1A, 4.62%, 11/20/30
1,042
1,045,898
Wellfleet CLO Ltd., Series 2021-2A, Class A1R, (3-
mo. CME Term SOFR + 1.15%), 4.82%,
07/15/34(a)(b)
465
464,908
Westlake Automobile Receivables Trust,
Series 2025-P1, Class A3, 4.58%, 06/15/29(a)
216
216,431
WF Card Issuance Trust, Series 2024-A1, Class A,
4.94%, 02/15/29
1,902
1,910,854
Whitebox CLO I Ltd., Series 2019-1A, Class A1R3,
(3-mo. CME Term SOFR + 1.18%), 4.85%,
01/24/37(a)(b)
410
409,809
Total Asset-Backed Securities — 24.9%
(Cost: $99,293,327)
99,169,058
Corporate Bonds
Aerospace & Defense — 0.7%
Boeing Co. (The)
6.30%, 05/01/29
349
363,322
5.15%, 05/01/30
320
323,901
Honeywell Aerospace, Inc., 4.30%, 03/16/31(a)
440
432,405
L3Harris Technologies, Inc., 5.40%, 01/15/27
28
28,138
RTX Corp.
2.65%, 11/01/26
38
37,829
3.50%, 03/15/27
470
467,539
3.13%, 05/04/27
770
761,983
5.75%, 01/15/29
349
359,500
 
2,774,617
Automobiles — 0.1%
Stellantis NV, 3.38%, 11/19/28(e)
EUR  
200
227,189
Banks — 7.3%
Bank of America Corp.
6.20%, 11/10/28
USD  
474
483,961
3

Schedule of Investments (unaudited) (continued)
June 30, 2026
BATS: Short Duration Taxable Total Return Series
(Percentages shown are based on Net Assets)
Security
 
Par
(000)
Value
Banks (continued)
Bank of America Corp.
3.42%, 12/20/28
USD  
152
$  149,459
4.98%, 01/24/29
690
693,769
4.62%, 05/09/29
276
275,867
5.82%, 09/15/29
166
169,872
3.97%, 02/07/30
457
448,395
4.46%, 02/06/32
452
444,031
2.69%, 04/22/32
244
221,019
4.70%, 04/23/32
780
773,442
2.57%, 10/20/32
490
436,143
Citibank N.A.
4.91%, 05/29/30
375
379,627
4.85%, 06/18/32
360
359,743
Citigroup, Inc.
3.20%, 10/21/26
530
528,289
4.64%, 05/07/28
791
791,490
5.17%, 02/13/30
941
951,039
4.54%, 09/19/30
525
521,312
4.95%, 05/07/31
1,225
1,229,054
4.50%, 09/11/31
652
643,512
JPMorgan Chase & Co.
1.47%, 09/22/27
230
228,470
6.07%, 10/22/27
696
699,378
5.57%, 04/22/28
585
589,877
4.98%, 07/22/28
1,002
1,006,394
4.92%, 01/24/29
1,880
1,889,121
5.30%, 07/24/29
969
981,617
4.41%, 04/23/30
680
674,216
5.00%, 07/22/30
505
508,419
5.14%, 01/24/31
93
94,046
5.10%, 04/22/31
887
897,016
4.26%, 10/22/31
530
518,129
4.35%, 01/22/32
535
524,076
1.95%, 02/04/32
500
440,120
Morgan Stanley Bank N.A.
4.95%, 01/14/28
915
917,259
4.97%, 07/14/28
765
768,256
4.79%, 05/10/30
470
470,464
Morgan Stanley Private Bank N.A.
4.20%, 11/17/28
275
273,591
4.73%, 07/18/31
925
920,827
Pinnacle Financial Partners, Inc., 5.60%, 05/19/32
600
601,918
Regions Bank, 4.76%, 07/27/29
1,040
1,040,375
Truist Financial Corp., 5.44%, 01/24/30
94
95,568
Wells Fargo & Co.
5.71%, 04/22/28
165
166,484
3.58%, 05/22/28
440
436,322
4.81%, 07/25/28
95
95,259
4.97%, 04/23/29
334
335,630
5.57%, 07/25/29
480
488,108
4.08%, 09/15/29
1,050
1,035,271
4.18%, 01/23/30
345
340,478
5.15%, 04/23/31
429
433,503
Series W, 4.90%, 01/24/28
821
822,860
Westpac Banking Corp., 4.18%, 05/22/28(a)
1,205
1,201,651
 
28,994,727
Biotechnology — 0.4%
AbbVie, Inc.
4.80%, 03/15/29
304
306,357
3.20%, 11/21/29
143
136,928
4.13%, 03/15/31
245
239,739
Security
 
Par
(000)
Value
Biotechnology (continued)
Amgen, Inc.
2.60%, 08/19/26
USD  
346
$  345,274
4.05%, 08/18/29
482
474,645
 
1,502,943
Broadline Retail — 0.3%
Amazon.com, Inc., 4.00%, 03/13/29
1,270
1,256,426
Capital Markets — 4.2%
Deutsche Bank AG, 5.37%, 01/10/29
336
339,281
Goldman Sachs Group, Inc. (The)
1.54%, 09/10/27
1,030
1,024,240
1.95%, 10/21/27
689
683,636
2.64%, 02/24/28
400
395,180
4.94%, 04/23/28
1,515
1,519,316
4.15%, 10/21/29
1,085
1,069,702
6.48%, 10/24/29
175
181,529
4.59%, 04/20/30
540
536,952
5.05%, 07/23/30
950
955,566
5.22%, 04/23/31
938
947,348
4.37%, 10/21/31
930
909,574
4.52%, 01/21/32
390
382,640
4.97%, 06/03/32
600
599,654
Morgan Stanley
2.48%, 01/21/28
1,719
1,700,368
4.99%, 04/12/29
935
940,082
5.17%, 01/16/30
330
332,974
4.56%, 04/10/30
330
327,907
5.66%, 04/18/30
417
425,970
5.04%, 07/19/30
1,092
1,099,617
4.65%, 10/18/30
375
372,979
5.19%, 04/17/31
225
227,370
4.49%, 01/16/32
490
480,475
4.71%, 03/12/32
410
404,933
4.81%, 04/16/32
330
327,435
Series I, 4.36%, 10/22/31
80
78,219
UBS Group AG, 4.59%, 08/10/32(a)
370
363,024
 
16,625,971
Chemicals — 0.4%
Dow Chemical Co. (The), 4.80%, 01/15/31
600
591,033
Ecolab, Inc., 4.80%, 06/15/31
350
351,549
LYB International Finance III LLC, 5.13%, 01/15/31
485
484,232
 
1,426,814
Commercial Services & Supplies — 0.1%
Veralto Corp., 4.85%, 01/15/32
480
479,227
Consumer Finance — 1.4%
American Express Co.
4.44%, 05/03/30
640
636,056
4.46%, 02/10/32
330
325,132
Capital One Financial Corp.
1.88%, 11/02/27
488
483,504
6.31%, 06/08/29
343
352,702
4.49%, 09/11/31
320
313,982
ERAC U.S.A. Finance LLC, 4.50%, 10/30/29(a)
600
595,894
Ford Motor Credit Co. LLC
5.80%, 03/05/27
255
256,317
4.95%, 05/28/27
215
215,123
7.35%, 11/04/27
470
482,925
4.97%, 04/06/29
235
232,613
5.88%, 11/07/29
400
404,812
General Motors Financial Co., Inc., 4.60%, 01/08/31
205
202,188
4

Schedule of Investments (unaudited) (continued)
June 30, 2026
BATS: Short Duration Taxable Total Return Series
(Percentages shown are based on Net Assets)
Security
 
Par
(000)
Value
Consumer Finance (continued)
Synchrony Financial
5.02%, 07/29/29
USD  
160
$  160,117
5.94%, 08/02/30
115
117,289
5.45%, 03/06/31
720
719,813
 
5,498,467
Diversified REITs — 3.0%
American Tower Corp.
3.65%, 03/15/27
531
528,023
3.55%, 07/15/27
516
511,481
5.80%, 11/15/28
361
369,888
5.20%, 02/15/29
164
166,147
5.00%, 01/31/30
229
230,799
4.90%, 03/15/30
708
711,283
Crown Castle, Inc., 1.05%, 07/15/26
559
558,290
Equinix Asia Financing Corp. Pte Ltd., 4.40%,
03/15/31
675
660,850
Equinix Europe 2 Financing Corp. LLC, 4.60%,
11/15/30
601
594,049
Equinix, Inc.
2.90%, 11/18/26
672
667,993
1.80%, 07/15/27
722
701,941
1.55%, 03/15/28
195
185,358
2.00%, 05/15/28
89
84,949
3.20%, 11/18/29
555
528,547
2.15%, 07/15/30
235
211,866
GLP Capital LP/GLP Financing II, Inc., 5.30%,
01/15/29
610
612,859
VICI Properties LP, 4.75%, 02/15/28
771
770,753
VICI Properties LP/VICI Note Co., Inc.
4.50%, 09/01/26(a)
533
532,680
4.25%, 12/01/26(a)
775
773,508
5.75%, 02/01/27(a)
680
681,777
4.50%, 01/15/28(a)
874
867,913
3.88%, 02/15/29(a)
320
310,898
4.13%, 08/15/30(a)
590
566,255
 
11,828,107
Diversified Telecommunication Services — 0.1%
AT&T Inc., 1.65%, 02/01/28
435
415,697
Electric Utilities — 3.7%
AES Corp. (The), 5.20%, 07/15/29
130
130,740
Chpe LLC, 4.88%, 06/30/31(a)
540
538,949
Constellation Energy Generation LLC, 4.40%,
01/15/31
430
422,732
Dominion Energy, Inc., 5.00%, 06/15/30
229
231,575
Duke Energy Carolinas LLC, 4.85%, 03/15/30
335
338,052
Duke Energy Corp.
4.85%, 01/05/29
600
603,433
3.40%, 06/15/29
110
106,311
FirstEnergy Corp.
2.65%, 03/01/30
295
272,966
Series B, 3.90%, 07/15/27
230
228,685
Series B, 2.25%, 09/01/30
108
97,219
FirstEnergy Pennsylvania Electric Co., 4.55%,
03/15/31(a)
270
268,230
FirstEnergy Transmission LLC, 4.55%, 01/15/30
141
139,956
Jersey Central Power & Light Co., 4.60%,
01/15/30(a)
395
392,399
NextEra Energy Capital Holdings, Inc.
4.69%, 09/01/27
445
446,018
4.85%, 02/04/28
477
479,632
Security
 
Par
(000)
Value
Electric Utilities (continued)
NRG Energy, Inc.
2.45%, 12/02/27(a)
USD  
243
$  234,983
4.73%, 10/15/30(a)
295
291,369
4.96%, 04/30/31(a)
630
623,048
Ohio Edison Co., 4.95%, 12/15/29(a)
131
131,951
Pacific Gas & Electric Co.
2.10%, 08/01/27
159
154,802
5.55%, 05/15/29
947
966,551
4.55%, 07/01/30
1,687
1,661,131
2.50%, 02/01/31
480
430,643
5.05%, 11/15/31
410
409,613
Perusahaan Perseroan Persero PT Perusahaan
Listrik Negara, 4.13%, 05/15/27(a)
200
198,552
Pinnacle West Capital Corp., 4.65%, 06/01/29
655
655,080
Public Service Enterprise Group, Inc., 4.90%,
03/15/30
212
213,687
Southern California Edison Co., 5.65%, 10/01/28
77
78,458
Southern Co. (The), 5.50%, 03/15/29
641
655,495
Texas Electric Market Stabilization Funding N LLC,
Series A-1, 4.27%, 08/01/34(a)
257
252,684
Vistra Operations Co. LLC
5.05%, 12/30/26(a)
120
120,080
3.70%, 01/30/27(a)
265
263,275
4.30%, 10/15/28(a)
400
395,314
4.30%, 07/15/29(a)
460
450,570
4.60%, 10/15/30(a)
485
477,155
4.70%, 01/31/31(a)
560
548,790
5.00%, 04/30/31(a)
850
843,574
 
14,753,702
Electrical Equipment — 0.1%
GE Vernova, Inc., 4.25%, 02/04/31
525
516,718
NXP BV/NXP Funding LLC/NXP U.S.A., Inc., 3.40%,
05/01/30
12
11,430
 
528,148
Entertainment — 0.0%
Discovery Global Holdings, Inc., 3.76%, 03/15/27
145
143,730
Financial Services — 0.8%
AerCap Ireland Capital DAC/AerCap Global Aviation
Trust, 4.38%, 11/15/30
270
264,721
Glencore Funding LLC
4.00%, 03/27/27(a)
686
683,651
5.34%, 04/04/27(a)
216
217,413
5.40%, 05/08/28(a)
254
256,682
6.13%, 10/06/28(a)
423
435,039
4.88%, 03/12/29(a)
185
185,890
5.37%, 04/04/29(a)
310
314,845
5.19%, 04/01/30(a)
720
728,122
National Rural Utilities Cooperative Finance Corp.,
4.75%, 02/07/28
29
29,118
 
3,115,481
Gas Utilities — 0.1%
Spire, Inc., 4.60%, 09/01/31
325
320,155
Ground Transportation — 0.4%
Ryder System, Inc.
2.85%, 03/01/27
370
366,061
5.25%, 06/01/28
130
131,662
4.90%, 12/01/29
65
65,589
Uber Technologies, Inc.
4.50%, 08/15/29(a)
480
476,494
5

Schedule of Investments (unaudited) (continued)
June 30, 2026
BATS: Short Duration Taxable Total Return Series
(Percentages shown are based on Net Assets)
Security
 
Par
(000)
Value
Ground Transportation (continued)
Uber Technologies, Inc.
4.30%, 01/15/30
USD  
20
$  19,766
4.15%, 01/15/31
475
463,831
 
1,523,403
Health Care Equipment & Supplies — 0.1%
Abbott Laboratories, 4.00%, 03/15/31
350
341,093
Thermo Fisher Scientific, Inc., 4.22%, 02/12/31
125
122,753
 
463,846
Health Care Providers & Services — 0.9%
Elevance Health, Inc., 5.15%, 06/15/29
316
320,489
HCA, Inc.
5.00%, 03/01/28
523
525,904
4.13%, 06/15/29
1,351
1,330,163
5.25%, 03/01/30
500
506,943
3.50%, 09/01/30
591
560,645
4.30%, 11/15/30
310
303,233
Humana, Inc.
5.75%, 03/01/28
124
126,097
5.38%, 04/15/31
30
30,405
 
3,703,879
Interactive Media & Services — 0.3%
Alphabet, Inc., 3.70%, 02/15/29
870
855,878
Netflix, Inc.
5.88%, 11/15/28
215
221,802
4.88%, 06/15/30(a)
280
281,740
 
1,359,420
IT Services — 0.7%
Dell International LLC/EMC Corp.
4.50%, 02/15/31
240
236,668
4.75%, 07/15/31
430
427,409
Fidelity National Information Services, Inc., 4.45%,
03/10/28
800
797,153
Foundry JV Holdco LLC, 5.50%, 01/25/31(a)
390
398,704
Gartner, Inc., 4.50%, 07/01/28(a)
680
667,995
Global Payments, Inc., 4.88%, 11/15/30
150
147,461
 
2,675,390
Media — 0.4%
Charter Communications Operating LLC/Charter
Communications Operating Capital
4.20%, 03/15/28
813
802,326
2.25%, 01/15/29
962
896,305
 
1,698,631
Metals & Mining — 0.1%
Steel Dynamics, Inc., 4.00%, 12/15/28
390
384,109
Multi-Utilities — 0.1%
Consumers Energy Co.
4.60%, 05/30/29
129
129,491
4.50%, 01/15/31
270
268,096
 
397,587
Oil, Gas & Consumable Fuels — 4.0%
Cheniere Corpus Christi Holdings LLC
5.13%, 06/30/27
341
341,855
3.70%, 11/15/29
600
580,174
Cheniere Energy Partners LP
4.50%, 10/01/29
2,178
2,163,492
4.00%, 03/01/31
930
894,710
Diamondback Energy, Inc.
3.50%, 12/01/29
493
475,461
5.15%, 01/30/30
890
902,424
Security
 
Par
(000)
Value
Oil, Gas & Consumable Fuels (continued)
Enbridge, Inc., 5.25%, 04/05/27
USD  
174
$  174,982
Energy Transfer LP
4.20%, 04/15/27
126
125,731
6.10%, 12/01/28
827
852,985
5.25%, 07/01/29
365
370,205
EOG Resources, Inc., 4.40%, 01/15/31
220
217,087
EQT Corp.
3.90%, 10/01/27
202
200,201
4.50%, 01/15/29
249
247,210
5.00%, 01/15/29
188
188,495
7.00%, 02/01/30
433
460,809
7.50%, 06/01/30
1,770
1,911,001
4.75%, 01/15/31
580
574,555
3.63%, 05/15/31(a)
715
669,113
Expand Energy Corp., 5.38%, 03/15/30
437
438,585
Sabine Pass Liquefaction LLC
4.20%, 03/15/28
748
742,888
4.50%, 05/15/30
404
400,093
Targa Resources Partners LP/Targa Resources
Partners Finance Corp., 5.50%, 03/01/30
918
925,439
Viper Energy Partners LLC, 4.90%, 08/01/30
1,765
1,759,138
Williams Cos., Inc. (The), 3.75%, 06/15/27
95
94,375
 
15,711,008
Passenger Airlines — 0.1%
AS Mileage Plan IP Ltd., 5.02%, 10/20/29(a)
545
540,155
Pharmaceuticals — 0.2%
Eli Lilly & Co., 4.38%, 05/20/31
440
436,614
Merck & Co., Inc., 4.15%, 03/15/31
230
225,639
Pfizer, Inc., 4.20%, 11/15/30
295
291,203
 
953,456
Retail REITs — 0.0%
Realty Income Corp., 3.25%, 06/15/29
52
50,095
Semiconductors & Semiconductor Equipment — 0.8%
Broadcom, Inc.
4.00%, 04/15/29(a)
551
542,595
4.35%, 02/15/30
140
138,599
4.60%, 07/15/30
140
139,525
4.20%, 10/15/30
126
123,513
4.15%, 11/15/30
415
406,259
4.30%, 01/15/31
190
186,899
2.45%, 02/15/31
430
389,059
Micron Technology, Inc., 5.30%, 01/15/31
236
241,393
NVIDIA Corp., 4.50%, 06/15/31
980
976,530
 
3,144,372
Software — 1.2%
AppLovin Corp., 5.13%, 12/01/29
1,668
1,681,842
Oracle Corp.
2.65%, 07/15/26
71
70,946
2.80%, 04/01/27
195
192,408
3.25%, 11/15/27
738
723,273
4.20%, 09/27/29
245
238,301
4.45%, 09/26/30
420
405,454
4.95%, 02/04/31
1,295
1,267,846
 
4,580,070
Technology Hardware, Storage & Peripherals — 0.1%
Hewlett Packard Enterprise Co., 4.60%, 03/23/29
440
439,311
Tobacco — 1.8%
Altria Group, Inc.
4.88%, 02/04/28
98
98,482
6

Schedule of Investments (unaudited) (continued)
June 30, 2026
BATS: Short Duration Taxable Total Return Series
(Percentages shown are based on Net Assets)
Security
 
Par
(000)
Value
Tobacco (continued)
Altria Group, Inc.
6.20%, 11/01/28
USD  
399
$  412,801
4.80%, 02/14/29
689
691,593
4.50%, 08/06/30
368
365,189
BAT Capital Corp.
3.56%, 08/15/27
1,406
1,392,240
6.34%, 08/02/30
414
437,637
5.83%, 02/20/31
260
270,835
BAT International Finance PLC
4.45%, 03/16/28
277
276,277
5.93%, 02/02/29
555
572,041
Philip Morris International, Inc.
4.88%, 02/15/28
642
645,828
3.13%, 03/02/28
152
148,741
3.88%, 10/27/28
151
149,005
4.13%, 04/27/29
590
583,732
4.38%, 04/30/30
406
401,906
4.00%, 10/29/30
495
482,197
5.13%, 02/13/31
360
366,612
 
7,295,116
Transportation Infrastructure — 0.1%
Mexico City Airport Trust, 3.88%, 04/30/28(a)
400
390,200
Wireless Telecommunication Services — 0.6%
Rogers Communications, Inc., 2.90%, 11/15/26
60
59,722
T-Mobile U.S.A., Inc.
2.05%, 02/15/28
902
866,716
3.38%, 04/15/29
694
670,933
3.88%, 04/15/30
778
753,863
 
2,351,234
Total Corporate Bonds — 34.6%
(Cost: $137,671,830)
137,552,683
Foreign Agency Obligations
Indonesia — 0.2%
Freeport Indonesia PT
4.76%, 04/14/27(a)
400
399,855
4.76%, 04/14/27(e)
390
389,859
 
789,714
Mexico — 0.1%
Petroleos Mexicanos, 6.50%, 03/13/27
400
403,508
Total Foreign Agency Obligations — 0.3%
(Cost: $1,195,555)
1,193,222
Foreign Government Obligations
Canada — 0.1%
OMERS Finance Trust, 4.38%, 03/20/30(a)
550
550,878
Morocco — 0.1%
Kingdom of Morocco, 2.38%, 12/15/27(a)
360
347,580
Oman — 0.1%
Sultanate of Oman, 6.75%, 10/28/27(a)
360
369,205
Romania — 0.1%
Romania, 3.00%, 02/27/27(e)
400
394,500
Uruguay — 0.0%
Oriental Republic of Uruguay, 4.38%, 01/23/31
0
(f)
3
Total Foreign Government Obligations — 0.4%
(Cost: $1,664,312)
1,662,166
Security
 
Par
(000)
Value
Non-Agency Mortgage-Backed Securities
Collateralized Mortgage Obligations — 8.3%
A&D Mortgage Trust
Series 2026-NQM1, Class A1, 4.91%,
02/25/71(a)(b)
USD  
178
$  176,269
Series 2026-NQM3, Class A1, 5.08%,
04/25/71(a)(b)
892
884,485
ACRA Trust, Series 2024-NQM1, Class A1, 5.61%,
10/25/64(a)(d)
278
278,084
Angel Oak Mortgage Trust
Series 2020-2, Class A1A, 2.53%, 01/26/65(a)(b)
338
321,533
Series 2022-2, Class A1, 4.08%, 01/25/67(a)(b)
228
215,511
Series 2023-6, Class A1, 6.50%, 12/25/67(a)(d)
116
115,914
Series 2025-2, Class A1, 5.64%, 02/25/70(a)(d)
176
176,616
Series 2025-7, Class A1, 5.51%, 06/25/70(a)(d)
663
663,071
Arroyo Mortgage Trust, Series 2022-2, Class A1,
5.95%, 07/25/57(a)(d)
177
176,695
Barclays Mortgage Loan Trust, Series 2024-NQM1,
Class A1, 5.90%, 01/25/64(a)(d)
222
222,133
BRAVO Residential Funding Trust
Series 2023-NQM6, Class A1, 6.60%,
09/25/63(a)(d)
238
237,673
Series 2024-NQM1, Class A1, 5.94%,
12/01/63(a)(d)
416
416,371
Series 2025-NQM2, Class A1, 5.68%,
11/25/64(a)(d)
238
238,621
Series 2025-NQM3, Class A1, 5.57%,
03/25/65(a)(d)
106
106,269
Series 2025-NQM4, Class A1, 5.61%,
02/25/65(a)(d)
260
260,172
Chase Home Lending Mortgage Trust
Series 2019-ATR2, Class A3, 3.50%,
07/25/49(a)(b)
113
102,067
Series 2025-11, Class A11, (SOFR (30-day) +
1.30%), 4.93%, 02/25/56(a)(b)
451
451,640
Series 2025-3, Class A11, (SOFR (30-day) +
1.30%), 4.93%, 02/25/56(a)(b)
412
412,284
Series 2026-JINV1, Class A11, (SOFR (30-day) +
1.25%), 4.88%, 06/25/54(a)(b)
1,961
1,960,958
COLT Mortgage Loan Trust
Series 2022-3, Class A1, 4.20%, 02/25/67(a)(b)
94
91,112
Series 2023-2, Class A1, 6.60%, 07/25/68(a)(d)
82
81,759
Series 2025-4, Class A1, 5.79%, 04/25/70(a)(d)
370
371,733
Credit Suisse Mortgage Trust
Series 2015-3, Class A9, 3.50%, 03/25/45(a)(b)
61
57,113
Series 2022-ATH1, Class A1A, 3.87%,
01/25/67(a)(b)
168
163,376
Cross Mortgage Trust
Series 2025-H2, Class A1, 5.36%, 03/25/70(a)(b)
244
243,104
Series 2025-H3, Class A1, 5.88%, 04/25/70(a)(b)
511
513,132
Series 2026-NQM4, Class A1, 5.49%,
04/25/71(a)(b)
591
590,190
Series 2026-NQM5, Class A1, 5.09%,
03/25/71(a)(b)
403
400,290
Series 2026-NQM5, Class A2, 5.40%,
03/25/71(a)(d)
190
188,778
Series 2026-NQM7, Class A1, 5.46%,
06/25/71(a)(b)
608
605,989
Series 2026-NQM8, Class A1, 5.58%,
07/01/71(a)(d)
348
347,310
Flagstar Mortgage Trust
Series 2020-1INV, Class A11, (1-mo. CME Term
SOFR + 0.96%), 4.61%, 03/25/50(a)(b)
332
321,378
7

Schedule of Investments (unaudited) (continued)
June 30, 2026
BATS: Short Duration Taxable Total Return Series
(Percentages shown are based on Net Assets)
Security
 
Par
(000)
Value
Collateralized Mortgage Obligations (continued)
Flagstar Mortgage Trust
Series 2021-12, Class A19, 5.00%, 11/25/51(a)(b)
USD  
625
$  614,042
GCAT Trust
Series 2021-NQM7, Class A1, 1.92%,
08/25/66(a)(b)
137
127,066
Series 2025-NQM6, Class A1, 4.94%,
10/25/70(a)(b)
189
187,144
GS Mortgage-Backed Securities Trust
Series 2025-DSC2, Class A1, 5.04%,
01/25/66(a)(d)
216
213,724
Series 2025-NQM5, Class A1, 5.01%,
07/25/65(a)(d)
147
145,998
Series 2025-PJ10, Class A27, (SOFR (30-day) +
1.35%), 4.98%, 04/25/56(a)(b)
286
286,399
Series 2026-R1, Class A1, 5.53%, 04/25/63(a)(d)
555
554,322
HOMES Trust
Series 2024-NQM2, Class A1, 5.72%,
10/25/69(a)(d)
325
325,445
Series 2025-NQM2, Class A1, 5.43%,
02/25/70(a)(d)
325
324,308
JPMorgan Mortgage Trust
Series 2014-2, Class 1A1, 3.00%, 06/25/29(a)(b)
26
26,258
Series 2023-DSC1, Class A1, 4.63%,
07/25/63(a)(b)
285
276,216
Series 2024-2, Class A3, 6.00%, 08/25/54(a)(b)
45
45,527
Series 2025-NQM3, Class A1, 5.50%,
11/25/65(a)(b)
198
197,840
Series 2025-NQM4, Class A1, 4.95%,
03/25/66(a)(b)
597
589,562
Mello Mortgage Capital Acceptance
Series 2018-MTG1, Class A9, 3.50%,
03/25/48(a)(b)
640
583,207
Series 2022-INV2, Class A3, 3.00%,
04/25/52(a)(b)
365
312,890
MFA Trust
Series 2021-INV2, Class A1, 1.91%, 11/25/56(a)(b)
184
165,882
Series 2023-INV2, Class A1, 6.78%,
10/25/58(a)(d)
109
109,294
Series 2023-NQM3, Class A1, 6.62%,
07/25/68(a)(d)
255
254,146
Series 2025-NQM1, Class A1, 5.44%,
03/25/70(a)(d)
427
425,995
Series 2025-NQM2, Class A1, 5.68%,
05/27/70(a)(d)
269
269,341
Mill City Mortgage Loan Trust, Series 2017-1,
Class M2, 3.25%, 11/25/58(a)(b)
44
44,149
Mill City Mortgage Trust, Series 2015-2, Class M3,
3.68%, 09/25/57(a)(b)
145
143,790
Morgan Stanley Residential Mortgage Loan Trust
Series 2024-4, Class AF, (SOFR (30-day) +
1.35%), 4.98%, 09/25/54(a)(b)
893
894,035
Series 2024-NQM5, Class A1, 5.65%,
10/25/69(a)(b)
486
486,944
Series 2025-DSC1, Class A1, 5.56%,
03/25/70(a)(d)
336
336,093
Series 2025-NQM4, Class A1, 5.59%,
06/25/70(a)(d)
459
458,706
New Residential Mortgage Loan Trust
Series 2020-1A, Class A1B, 3.50%, 10/25/59(a)(b)
219
203,729
Series 2026-NQM7, Class A1, 5.42%,
06/25/66(a)(b)
1,386
1,382,242
Security
 
Par
(000)
Value
Collateralized Mortgage Obligations (continued)
OBX Trust
Series 2020-EXP3, Class 2A1B, (1-mo. CME
Term SOFR + 1.01%), 4.66%, 01/25/60(a)(b)
USD  
328
$  327,779
Series 2022-INV3, Class A1, 3.00%,
02/25/52(a)(b)
160
137,766
Series 2023-NQM6, Class A1, 6.52%,
07/25/63(a)(d)
260
259,641
Series 2025-NQM3, Class A1, 5.65%,
12/01/64(a)(d)
118
117,905
Series 2025-NQM4, Class A1, 5.40%,
02/25/55(a)(d)
230
230,764
Series 2025-NQM6, Class A1, 5.60%,
03/25/65(a)(d)
196
196,551
Preston Ridge Partners Mortgage Trust
Series 2023-NQM2, Class A1, 6.25%,
08/25/68(a)(d)
82
81,968
Series 2023-NQM3, Class A1, 6.22%,
11/25/68(a)(d)
267
267,385
Series 2024-NQM2, Class A1, 6.33%,
06/25/69(a)(d)
67
67,679
Series 2024-RCF1, Class A1, 4.00%,
01/25/54(a)(d)
69
68,108
Series 2025-NQM1, Class A1, 5.80%,
11/25/69(a)(d)
188
188,339
Series 2026-NQM1, Class A1, 5.13%,
02/25/71(a)(b)
371
368,055
Series 2026-RCF4, Class A1, 5.25%,
06/25/56(a)(d)
2,000
1,990,977
PRET Trust, Series 2025-RPL2, Class A1, 4.00%,
08/25/64(a)(d)
88
85,369
PRKCM Trust
Series 2021-AFC2, Class A1, 2.07%,
11/25/56(a)(b)
259
227,236
Series 2023-AFC3, Class A1, 6.58%,
09/25/58(a)(d)
734
733,174
RCKT Mortgage Trust, Series 2022-2, Class A1,
3.00%, 02/25/52(a)(b)
366
315,050
Residential Mortgage Loan Trust, Series 2019-3,
Class M1, 3.26%, 09/25/59(a)(b)
120
119,123
Santander Mortgage Asset Receivable Trust
Series 2025-NQM2, Class A1, 5.73%,
02/25/65(a)(d)
270
270,669
Series 2026-NQM1, Class A1, 4.95%,
11/25/65(a)(b)
207
205,219
Sequoia Mortgage Trust
Series 2024-HYB1, Class A1A, 4.51%,
11/25/63(a)(b)
306
306,130
Series 2025-10, Class A26F, (SOFR (30-day) +
1.25%), 4.88%, 11/25/55(a)(b)
457
458,148
Series 2025-9, Class A26F, (SOFR (30-day) +
1.30%), 4.93%, 10/25/55(a)(b)
961
963,086
Series 2026-HYB2, Class A1A, 4.63%,
07/25/56(a)(b)
702
685,962
SG Residential Mortgage Trust, Series 2026-2,
Class A1, 5.25%, 04/25/66(a)(b)
166
165,159
Starwood Mortgage Residential Trust,
Series 2020-3, Class A1, 1.49%, 04/25/65(a)(b)
40
39,537
Towd Point Mortgage Trust
Series 2015-1, Class A5, 4.48%, 10/25/53(a)(b)
29
29,387
Series 2016-2, Class M1, 3.00%, 08/25/55(a)(b)
93
92,635
Series 2017-4, Class A1, 2.75%, 06/25/57(a)(b)
168
165,264
Series 2018-1, Class A1, 3.00%, 01/25/58(a)(b)
1
844
8

Schedule of Investments (unaudited) (continued)
June 30, 2026
BATS: Short Duration Taxable Total Return Series
(Percentages shown are based on Net Assets)
Security
 
Par
(000)
Value
Collateralized Mortgage Obligations (continued)
Towd Point Mortgage Trust
Series 2018-2, Class A1, 3.25%, 03/25/58(a)(b)
USD  
130
$  129,243
Series 2018-6, Class A1A, 3.75%, 03/25/58(a)(b)
41
41,280
Verus Securitization Trust
Series 2022-1, Class A1, 3.72%, 01/25/67(a)(d)
111
104,505
Series 2022-2, Class A1, 4.26%, 02/25/67(a)(d)
183
175,438
Series 2022-3, Class A1, 5.13%, 02/25/67(a)(d)
274
260,311
Series 2025-3, Class A1, 5.62%, 05/25/70(a)(d)
506
508,401
Series 2025-9, Class A1, 4.94%, 10/27/70(a)(b)
264
261,820
Series 2026-1, Class A1, 4.86%, 01/25/71(a)(b)
352
348,594
Series 2026-R3, Class A1, 5.19%, 02/27/68(a)(b)
693
689,935
 
33,060,360
Commercial Mortgage-Backed Securities — 9.7%
1345 Trust, Series 2025-AOA, Class A, (1-mo. CME
Term SOFR + 1.60%), 5.23%, 06/15/42(a)(b)
260
260,162
425 Trust
Series 2026-LEX, Class A, (1-mo. CME Term
SOFR + 1.67%), 07/15/43(a)(b)(c)
232
232,000
Series 2026-LEX, Class B, (1-mo. CME Term
SOFR + 2.10%), 07/15/43(a)(b)(c)
195
195,000
Series 2026-LEX, Class C, (1-mo. CME Term
SOFR + 2.70%), 07/15/43(a)(b)(c)
355
355,000
ALA Trust
Series 2025-OANA, Class A, (1-mo. CME Term
SOFR + 1.74%), 5.37%, 06/15/40(a)(b)
299
300,308
Series 2025-OANA, Class B, (1-mo. CME Term
SOFR + 1.84%), 5.47%, 06/15/40(a)(b)
211
211,791
Alen Mortgage Trust, Series 2021-ACEN, Class A,
(1-mo. CME Term SOFR + 1.26%), 4.89%,
04/15/34(a)(b)
420
399,000
Arbor Multifamily Mortgage Securities Trust,
Series 2020-MF1, Class ASB, 2.58%, 05/15/53(a)
385
371,930
ARES Commercial Mortgage Trust
Series 2026-AZURE, Class B, (1-mo. CME Term
SOFR + 1.60%), 5.23%, 03/15/38(a)(b)
150
150,000
Series 2026-AZURE, Class C, (1-mo. CME Term
SOFR + 1.90%), 5.53%, 03/15/38(a)(b)
100
100,125
ARES Trust, Series 2025-IND3, Class A, (1-mo.
CME Term SOFR + 1.50%), 5.13%, 04/15/42(a)(b)
300
300,558
BANK5
Series 2024-5YR10, Class A3, 5.30%, 10/15/57
975
986,022
Series 2024-5YR11, Class A3, 5.89%, 11/15/57
195
200,279
Series 2024-5YR8, Class A3, 5.88%, 08/15/57
220
226,024
Series 2026-5YR23, Class A3, 07/15/31(c)
1,602
1,650,055
Barclays Commercial Mortgage Trust, Series 2019-
C5, Class ASB, 2.99%, 11/15/52
151
147,872
BAY Mortgage Trust, Series 2025-LIVN, Class A,
(1-mo. CME Term SOFR + 1.80%), 5.43%,
05/15/35(a)(b)
386
386,120
BBCMS Mortgage Trust
Series 2018-TALL, Class A, (1-mo. CME Term
SOFR + 0.92%), 4.55%, 03/15/37(a)(b)
200
189,000
Series 2024-5C31, Class A3, 5.61%, 12/15/57
390
397,932
Series 2025-5C33, Class A4, 5.84%, 03/15/58
250
257,314
Benchmark Mortgage Trust
Series 2022-B34, Class AM, 3.95%, 04/15/55(b)
265
233,502
Series 2024-V12, Class A3, 5.74%, 12/15/57
1,100
1,126,995
Series 2025-V18, Class B, 5.95%, 10/15/58
270
271,486
BFLD Trust
Series 2024-UNIV, Class A, (1-mo. CME Term
SOFR + 1.49%), 5.12%, 11/15/41(a)(b)
100
100,094
Security
 
Par
(000)
Value
Commercial Mortgage-Backed Securities (continued)
BFLD Trust
Series 2024-UNIV, Class B, (1-mo. CME Term
SOFR + 1.84%), 5.47%, 11/15/41(a)(b)
USD  
70
$  70,066
Series 2024-WRHS, Class A, (1-mo. CME Term
SOFR + 1.49%), 5.12%, 07/15/39(a)(b)
278
278,273
Series 2025-5MW, Class B, 5.33%, 10/10/42(a)(b)
378
376,346
Series 2025-660F, Class B, (1-mo. CME Term
SOFR + 1.80%), 5.43%, 11/15/42(a)(b)
305
306,143
Series 2025-EWEST, Class B, (1-mo. CME Term
SOFR + 1.90%), 5.53%, 06/15/42(a)(b)
260
260,000
Series 2025-FPM, Class A, 5.18%, 10/10/40(a)(b)
161
160,512
Series 2025-FPM, Class B, 5.78%, 10/10/40(a)(b)
190
190,136
BMO Mortgage Trust
Series 2024-5C6, Class A3, 5.32%, 09/15/57
330
333,552
Series 2025-5C9, Class AS, 6.17%, 04/15/58(b)
155
159,055
Series 2025-C11, Class A5, 5.69%, 02/15/58
216
224,520
Series 2025-C11, Class ASB, 5.68%, 02/15/58
185
192,351
BMP Commercial Mortgage Trust, Series 2024-
MF23, Class A, (1-mo. CME Term SOFR +
1.37%), 5.00%, 06/15/41(a)(b)
285
285,178
BPR Trust, Series 2025-STAR, Class B, 5.56%,
11/05/42(a)(b)
200
197,175
Bridge Commercial Mortgage Trust, Series 2026-MF,
Class A, (1-mo. CME Term SOFR + 1.25%),
4.85%, 06/15/39(a)(b)
400
400,625
BSTN Commercial Mortgage Trust
Series 2025-1C, Class A, 5.55%, 06/15/44(a)(b)
197
199,691
Series 2025-HUB, Class A, 5.06%, 04/13/41(a)(b)
150
148,654
BX Commercial Mortgage Trust
Series 2024-AIRC, Class A, (1-mo. CME Term
SOFR + 1.69%), 5.32%, 08/15/41(a)(b)
390
391,727
Series 2024-AIRC, Class B, (1-mo. CME Term
SOFR + 2.14%), 5.77%, 08/15/41(a)(b)
286
287,266
Series 2024-BRBK, Class A, (1-mo. CME Term
SOFR + 2.88%), 6.51%, 10/15/41(a)(b)
201
201,612
Series 2024-MF, Class A, (1-mo. CME Term
SOFR + 1.44%), 5.07%, 02/15/39(a)(b)
446
446,966
Series 2024-MF, Class B, (1-mo. CME Term
SOFR + 1.69%), 5.32%, 02/15/39(a)(b)
124
124,196
Series 2025-JDI, Class A, (1-mo. CME Term
SOFR + 1.40%), 5.03%, 11/15/42(a)(b)
459
460,436
Series 2026-AHP, Class A, (1-mo. CME Term
SOFR + 1.25%), 4.85%, 06/15/43(a)(b)
590
590,000
Series 2026-VLT9, Class A, (1-mo. CME Term
SOFR + 1.70%), 5.33%, 03/15/45(a)(b)
435
434,728
BX Trust
Series 2022-IND, Class A, (1-mo. CME Term
SOFR + 1.49%), 5.12%, 04/15/37(a)(b)
255
254,963
Series 2024-BIO, Class A, (1-mo. CME Term
SOFR + 1.64%), 5.27%, 02/15/41(a)(b)
626
626,391
Series 2024-CNYN, Class A, (1-mo. CME Term
SOFR + 1.44%), 5.07%, 04/15/41(a)(b)
92
91,552
Series 2024-VLT4, Class A, (1-mo. CME Term
SOFR + 1.49%), 5.12%, 06/15/41(a)(b)
365
364,838
Series 2025-ARIA, Class C, 5.70%, 12/13/42(a)(b)
425
423,800
Series 2025-LIFE, Class A, 6.08%, 06/13/47(a)(b)
500
497,236
Series 2025-OMG, Class A, (1-mo. CME Term
SOFR + 1.35%), 4.98%, 10/15/42(a)(b)
257
257,161
Series 2025-ROIC, Class A, (1-mo. CME Term
SOFR + 1.14%), 4.77%, 03/15/30(a)(b)
495
493,582
Series 2025-TAIL, Class A, (1-mo. CME Term
SOFR + 1.40%), 5.03%, 06/15/35(a)(b)
185
185,468
9

Schedule of Investments (unaudited) (continued)
June 30, 2026
BATS: Short Duration Taxable Total Return Series
(Percentages shown are based on Net Assets)
Security
 
Par
(000)
Value
Commercial Mortgage-Backed Securities (continued)
BX Trust
Series 2026-CLS, Class A, (1-mo. CME Term
SOFR + 1.40%), 5.03%, 05/15/43(a)(b)
USD  
245
$  245,230
Series 2026-PNDA, Class B, (1-mo. CME Term
SOFR + 1.50%), 5.13%, 05/15/43(a)(b)
479
480,197
CALI Mortgage Trust, Series 2024-SUN, Class A,
(1-mo. CME Term SOFR + 1.89%), 5.50%,
07/15/41(a)(b)
260
260,487
CD Mortgage Trust
Series 2016-CD2, Class A4, 3.53%, 11/10/49(b)
520
514,140
Series 2017-CD5, Class A4, 3.43%, 08/15/50
525
517,079
Series 2017-CD5, Class AAB, 3.22%, 08/15/50
136
135,322
CEDR Commercial Mortgage Trust, Series 2022-
SNAI, Class A, (1-mo. CME Term SOFR +
0.99%), 4.61%, 02/15/39(a)(b)
355
352,863
CFCRE Commercial Mortgage Trust, Series 2016-
C6, Class A3, 3.22%, 11/10/49(b)
820
816,903
Citigroup Commercial Mortgage Trust, Series 2018-
B2, Class A4, 4.01%, 03/10/51
535
528,471
CONE Trust, Series 2024-DFW1, Class A, (1-mo.
CME Term SOFR + 1.64%), 5.27%, 08/15/41(a)(b)
190
189,228
CSAIL Commercial Mortgage Trust, Series 2019-
C17, Class A4, 2.76%, 09/15/52
1,000
944,552
CSTL Commercial Mortgage Trust, Series 2026-
GATE3, Class B, 5.10%, 02/10/43(a)(b)
123
121,972
DBC Mortgage Trust, Series 2025-DBC, Class A,
(1-mo. CME Term SOFR + 1.35%), 4.98%,
11/15/42(a)(b)
385
385,361
DK Trust, Series 2025-LXP, Class A, (1-mo. CME
Term SOFR + 1.59%), 5.23%, 08/15/37(a)(b)
96
96,300
ELM Trust
Series 2024-ELM, Class A10, 5.99%,
06/10/39(a)(b)
730
730,746
Series 2024-ELM, Class A15, 5.99%,
06/10/39(a)(b)
730
729,898
EQT Trust, Series 2024-EXTR, Class A, 5.33%,
07/05/41(a)
638
643,041
Extended Stay America Trust
Series 2025-ESH, Class B, (1-mo. CME Term
SOFR + 1.60%), 5.23%, 10/15/42(a)(b)
284
285,012
Series 2026-ESH2, Class A, (1-mo. CME Term
SOFR + 1.20%), 4.83%, 02/15/43(a)(b)
337
337,713
FS Rialto Issuer Ltd., Series 2026-FL11, Class A,
(1-mo. CME Term SOFR + 1.45%), 5.09%,
01/19/44(a)(b)
385
385,146
GS Mortgage Securities Trust, Series 2024-RVR,
Class A, 5.37%, 08/10/41(a)(b)
120
120,096
Houston Galleria Mall Trust, Series 2025-HGLR,
Class A, 5.64%, 02/05/45(a)(b)
110
112,437
Hudson Yards Mortgage Trust, Series 2025-SPRL,
Class A, 5.65%, 01/13/40(a)(b)
280
284,421
INCREF LLC, Series 2025-FL1, Class A, (1-mo.
CME Term SOFR + 1.73%), 5.37%, 10/19/42(a)(b)
465
465,920
INT Commercial Mortgage Trust, Series 2025-
PLAZA, Class A, 5.04%, 11/05/37(a)(b)
100
99,626
INTOWN Mortgage Trust, Series 2025-STAY,
Class A, (1-mo. CME Term SOFR + 1.35%),
4.98%, 03/15/42(a)(b)
299
299,000
INV Mortgage Trust, Series 2024-IND, Class A, (1-
mo. CME Term SOFR + 1.74%), 5.37%,
11/15/41(a)(b)
160
158,600
Security
 
Par
(000)
Value
Commercial Mortgage-Backed Securities (continued)
JPMF1 Multifamily Mortgage Trust, Series 2026-
FX1, Class A3, 5.31%, 05/15/59
USD  
701
$  708,805
JPMorgan Chase Commercial Mortgage Securities
Trust
Series 2017-JP6, Class A3, 3.11%, 07/15/50
297
294,159
Series 2019-BKWD, Class A, (1-mo. CME Term
SOFR + 1.61%), 5.24%, 09/15/29(a)(b)
93
91,221
Series 2022-OPO, Class D, 3.57%, 01/05/39(a)(b)
100
76,600
Series 2024-IGLG, Class A, 5.35%, 11/09/39(a)(b)
270
269,975
Series 2026-FUN, Class A, (1-mo. CME Term
SOFR + 1.65%), 5.25%, 06/15/39(a)(b)
490
490,612
LBA Trust, Series 2024-7IND, Class A, (1-mo. CME
Term SOFR + 1.44%), 5.07%, 10/15/41(a)(b)
234
234,583
LEX Trust, Series 2026-450, Class D, (1-mo. CME
Term SOFR + 2.35%), 5.98%, 03/15/43(a)(b)
239
239,822
MCR Mortgage Trust, Series 2024-HF1, Class A,
(1-mo. CME Term SOFR + 1.79%), 5.42%,
12/15/41(a)(b)
90
90,353
MF1 LLC, Series 2026-FL21, Class A, (1-mo. CME
Term SOFR + 1.35%), 4.99%, 02/18/41(a)(b)
715
715,278
MLTI Trust
Series 2026-MLTI, Class A10, (1-mo. CME Term
SOFR + 1.40%), 5.02%, 06/15/31(a)(b)
590
590,000
Series 2026-SF75, Class A, (1-mo. CME Term
SOFR + 1.40%), 5.03%, 03/15/36(a)(b)
190
190,118
Morgan Stanley Capital I Trust, Series 2024-NSTB,
Class A, 3.90%, 09/24/57(a)(b)
118
115,238
MTN Commercial Mortgage Trust, Series 2026-
LPFX, Class A, 5.15%, 05/15/43(a)(b)
160
159,699
National Commercial Mortgage Trust
Series 2026-IND, Class A, (1-mo. CME Term
SOFR + 1.35%), 4.98%, 06/15/43(a)(b)
210
210,092
Series 2026-IND, Class B, (1-mo. CME Term
SOFR + 1.60%), 5.23%, 06/15/43(a)(b)
165
165,218
Series 2026-IND, Class C, (1-mo. CME Term
SOFR + 1.75%), 5.38%, 06/15/43(a)(b)
280
280,492
NCMF Trust
Series 2025-MFS, Class A, 5.05%, 06/10/33(a)(b)
422
418,468
Series 2025-MFS, Class B, 5.70%, 06/10/33(a)(b)
256
255,927
NY Commercial Mortgage Trust, Series 2025-299P,
Class A, 5.85%, 02/10/47(a)(b)
210
217,166
NYC Commercial Mortgage Trust
Series 2025-11X, Class A, (1-mo. CME Term
SOFR + 1.74%), 5.37%, 10/15/40(a)(b)
215
215,739
Series 2025-3BP, Class A, (1-mo. CME Term
SOFR + 1.21%), 4.84%, 02/15/42(a)(b)
179
178,944
Preston Ridge Partners Mortgage Trust,
Series 2026-CRE1, Class A, (1-mo. CME Term
SOFR + 1.67%), 5.31%, 03/19/43(a)(b)
910
912,839
PRM5 Trust, Series 2025-PRM5, Class A, 4.62%,
03/10/33(a)(b)
376
372,592
SCG Commercial Mortgage Trust, Series 2025-
DLFN, Class B, (1-mo. CME Term SOFR +
1.50%), 5.13%, 03/15/35(a)(b)
100
100,063
SLG Trust, Series 2026-PAT, Class C, 5.46%,
02/15/39(a)(b)
100
98,656
TCO Commercial Mortgage Trust, Series 2024-DPM,
Class A, (1-mo. CME Term SOFR + 1.24%),
4.87%, 12/15/39(a)(b)
185
185,058
TEXAS Commercial Mortgage Trust, Series 2025-
TWR, Class A, (1-mo. CME Term SOFR +
1.29%), 4.92%, 04/15/42(a)(b)
327
326,591
10

Schedule of Investments (unaudited) (continued)
June 30, 2026
BATS: Short Duration Taxable Total Return Series
(Percentages shown are based on Net Assets)
Security
 
Par
(000)
Value
Commercial Mortgage-Backed Securities (continued)
Wells Fargo Commercial Mortgage Trust
Series 2021-C60, Class ASB, 2.13%, 08/15/54
USD  
834
$  786,495
Series 2024-5C2, Class A3, 5.92%, 11/15/57(b)
90
92,555
WEST Trust, Series 2025-ROSE, Class A, 5.45%,
04/10/35(a)(b)
331
330,766
WHARF Commercial Mortgage Trust, Series 2025-
DC, Class B, 5.73%, 07/15/40(a)(b)
100
100,952
 
38,717,605
Interest Only Commercial Mortgage-Backed Securities — 0.0%
CSAIL Commercial Mortgage Trust, Series 2016-C6,
Class XA, 1.54%, 01/15/49(b)
12
Total Non-Agency Mortgage-Backed Securities — 18.0%
(Cost: $72,051,991)
71,777,965
U.S. Government Sponsored Agency Securities
Agency Obligations — 1.2%
Federal Farm Credit Banks Funding Corp.
2.17%, 10/29/29
700
655,163
1.30%, 02/03/31
770
675,666
1.48%, 11/26/32
1,000
837,462
1.68%, 09/17/35
2,080
1,614,326
Federal Home Loan Banks, 2.06%, 09/27/29
1,000
935,076
 
4,717,693
Collateralized Mortgage Obligations — 2.4%
Fannie Mae
Series 2019-73, Class P, 3.00%, 03/25/48
316
302,856
Series 2020-79, Class JA, 1.50%, 11/25/50
327
300,080
Series 2024-91, Class FA, (SOFR (30-day) +
1.20%), 4.83%, 12/25/54(b)
922
932,219
Series 2024-94, Class FB, (SOFR (30-day) +
1.42%), 5.05%, 12/25/54(b)
206
208,156
Series 2025-69, Class E, 5.00%, 06/25/51
2,225
2,217,322
Freddie Mac
Series 3959, Class MA, 4.50%, 11/15/41
22
21,960
Series 4274, Class PN, 3.50%, 10/15/35
25
24,656
Series 4459, Class BN, 3.00%, 08/15/43
202
187,570
Series 4752, Class PL, 3.00%, 09/15/46
217
207,437
Series 4777, Class CB, 3.50%, 10/15/45
77
76,261
Series 4941, Class MB, 3.00%, 07/25/49
206
184,163
Series 5000, Class MA, 2.00%, 06/25/44
152
142,722
Series 5006, Class KA, 2.00%, 06/25/45
456
419,021
Series 5105, Class LA, 1.50%, 04/15/44
320
314,402
Series 5249, Class HA, 4.00%, 09/25/49
1,689
1,662,293
Series 5478, Class FH, (SOFR (30-day) + 1.45%),
5.08%, 04/25/54(b)
551
557,352
Series 5480, Class FA, (SOFR (30-day) + 1.45%),
5.08%, 03/25/54(b)
546
548,716
Freddie Mac Seasoned Credit Risk Transfer Trust,
Series 2018-3, Class MA, 3.50%, 08/25/57(b)
759
732,796
Ginnie Mae
Series 2017-136, Class GB, 3.00%, 03/20/47
289
274,232
Series 2020-127, Class LP, 1.50%, 06/20/50
354
283,483
 
9,597,697
Mortgage-Backed Securities — 3.4%
Fannie Mae Mortgage-Backed Securities
1.50%, 07/01/31
735
692,023
2.50%, 12/01/27 - 12/01/36
884
841,212
3.00%, 09/01/30 - 09/01/35
3,649
3,511,922
3.03%, 12/01/27
1,211
1,189,333
3.50%, 05/01/37
384
372,359
Security
 
Par
(000)
Value
Mortgage-Backed Securities (continued)
Fannie Mae Mortgage-Backed Securities
4.00%, 03/01/32 - 08/01/49
USD  
3,383
$  3,258,701
4.50%, 09/01/26 - 05/01/38
292
292,299
5.00%, 06/01/39
889
896,122
5.50%, 05/01/38
131
134,311
(Refinitiv USD IBOR Consumer Cash Fallbacks
Term 1 Year + 1.57%), 5.88%, 07/01/44(b)
83
85,826
(Refinitiv USD IBOR Consumer Cash Fallbacks
Term 1 Year + 1.59%), 5.77%, 06/01/45(b)
49
51,044
(Refinitiv USD IBOR Consumer Cash Fallbacks
Term 1 Year + 1.69%), 5.98%, 07/01/43(b)
100
103,991
Freddie Mac Mortgage-Backed Securities
2.50%, 11/01/27 - 03/01/37
332
311,464
3.00%, 12/01/31 - 02/01/36
538
514,964
3.50%, 04/01/32 - 11/01/38
286
276,356
4.00%, 09/01/33 - 06/01/37
883
863,715
(Refinitiv USD IBOR Consumer Cash Fallbacks
Term 1 Year + 1.62%), 5.83%, 05/01/45(b)
204
211,482
(Refinitiv USD IBOR Consumer Cash Fallbacks
Term 1 Year + 1.62%), 5.86%, 03/01/45(b)
61
62,858
 
13,669,982
Total U.S. Government Sponsored Agency Securities — 7.0%
(Cost: $28,560,330)
27,985,372
U.S. Treasury Obligations
U.S. Treasury Inflation Indexed Notes, 1.88%,
01/15/36
1,179
1,144,604
U.S. Treasury Notes
0.50%, 04/30/27
12,120
11,769,656
4.50%, 05/15/27
25,000
25,083,496
2.88%, 08/15/28
1,700
1,655,773
3.50%, 01/15/29 - 02/15/29
13,995
13,768,588
Total U.S. Treasury Obligations — 13.4%
(Cost: $53,763,528)
53,422,117
Total Long-Term Investments — 98.6%
(Cost: $394,200,873)
392,762,583
11

Schedule of Investments (unaudited) (continued)
June 30, 2026
BATS: Short Duration Taxable Total Return Series
(Percentages shown are based on Net Assets)
Security
 

Shares
Value
Short-Term Securities
Money Market Funds — 0.8%
BNY Dreyfus Treasury Securities Cash Management,
Institutional Class, 3.53%(g)
3,132,469
$  3,132,469
Total Short-Term Securities — 0.8%
(Cost: $3,132,469)
3,132,469
Total Investments — 99.4%
(Cost: $397,333,342)
395,895,052
Other Assets Less Liabilities — 0.6%
2,495,432
Net Assets — 100.0%
$  398,390,484
(a)
Security exempt from registration pursuant to Rule 144A under the Securities Act of 1933,
as amended. These securities may be resold in transactions exempt from registration to
qualified institutional investors.
(b)
Variable rate security. Interest rate resets periodically. The rate shown is the effective
interest rate as of period end. Security description also includes the reference rate and
spread if published and available.
(c)
When-issued security.
(d)
Step coupon security. Coupon rate will either increase (step-up bond) or decrease (step-
down bond) at regular intervals until maturity. Interest rate shown reflects the rate currently
in effect.
(e)
This security may be resold to qualified foreign investors and foreign institutional buyers
under Regulation S of the Securities Act of 1933.
(f)
Rounds to less than 1,000.
(g)
Annualized 7-day yield as of period end.
For purposes of this report, industry and sector sub-classifications may differ from those utilized by the Fund for compliance purposes.
Derivative Financial Instruments Outstanding as of Period End
Futures Contracts
Description
Number of
Contracts
Expiration
Date
Notional
Amount
(000)
Value/
Unrealized
Appreciation
(Depreciation)
Long Contracts
 
 
U.S. Treasury Notes (2 Year)
859
09/30/26
$  177,068
$  21,978
Short Contracts
 
 
U.S. Treasury Bonds (30 Year)
18
09/21/26
2,043
(35,232
)
U.S. Treasury Notes (10 Year)
46
09/21/26
5,055
(41,036
)
U.S. Ultra Treasury Notes (10 Year)
46
09/21/26
5,174
(35,669
)
U.S. Treasury Notes (5 Year)
520
09/30/26
55,664
(136,281
)
 
 
 
(248,218
)
 
 
 
$  (226,240
)
Forward Foreign Currency Exchange Contracts
Currency Purchased
Currency Sold
Counterparty
Settlement
Date
Unrealized
Appreciation
(Depreciation)
USD
236,706
EUR
203,000
Wells Fargo Bank N.A.
09/16/26
$4,004
 
 
 
 
 
 
Fair Value Hierarchy as of Period End
Various inputs are used in determining the fair value of financial instruments at the measurement date. These inputs to valuation techniques are categorized into a fair value hierarchy consisting of three broad levels for financial reporting purposes as follows:
Level 1 — Unadjusted price quotations in active markets/exchanges that the Fund has the ability to access for identical assets or liabilities;
Level 2 — Inputs other than quoted prices included within Level 1 that are observable for the asset or liability, either directly or indirectly; and
12

Schedule of Investments (unaudited) (continued)
June 30, 2026
BATS: Short Duration Taxable Total Return Series
Fair Value Hierarchy as of Period End (continued)
Level 3 — Inputs that are unobservable and significant to the entire fair value measurement for the asset or liability (including the Valuation Committee’s assumptions used in determining the fair value of financial instruments).
The hierarchy gives the highest priority to unadjusted quoted prices in active markets for identical assets or liabilities (Level 1 measurements) and the lowest priority to unobservable inputs (Level 3 measurements). Accordingly, the degree of judgment exercised in determining fair value is greatest for instruments categorized in Level 3. The inputs used to measure fair value may fall into different levels of the fair value hierarchy. In such cases, for disclosure purposes, the fair value hierarchy classification is determined based on the lowest level input that is significant to the fair value measurement in its entirety. Investments classified within Level 3 have significant unobservable inputs used by the Valuation Committee in determining the price for Fair Valued Investments. Level 3 investments include equity or debt issued by privately held companies or funds that may not have a secondary market and/or may have a limited number of investors. The categorization of a value determined for financial instruments is based on the pricing transparency of the financial instruments and is not necessarily an indication of the risks associated with investing in those securities. For information about the Funds policy regarding valuation of financial instruments, refer to its most recent financial statements.
The following table summarizes the Funds financial instruments categorized in the fair value hierarchy. The breakdown of the Funds financial instruments into major categories is disclosed in the Schedule of Investments above.
 
Level 1
Level 2
Level 3
Total
Assets
Investments
Long-Term Investments
Asset-Backed Securities
$  
$  99,169,058
$  
$  99,169,058
Corporate Bonds
137,552,683
137,552,683
Foreign Agency Obligations
1,193,222
1,193,222
Foreign Government Obligations
1,662,166
1,662,166
Non-Agency Mortgage-Backed Securities
71,777,965
71,777,965
U.S. Government Sponsored Agency Securities
27,985,372
27,985,372
U.S. Treasury Obligations
53,422,117
53,422,117
Short-Term Securities
Money Market Funds
3,132,469
3,132,469
 
$  3,132,469
$  392,762,583
$  
$  395,895,052
Derivative Financial Instruments(a)
Assets
Foreign Currency Exchange Contracts
$  
$  4,004
$  
$  4,004
Interest Rate Contracts
21,978
21,978
Liabilities
Interest Rate Contracts
(248,218
)
(248,218
)
 
$  (226,240
)
$  4,004
$  
$  (222,236
)
(a)
Derivative financial instruments are futures contracts and forward foreign currency exchange contracts. Futures contracts and forward foreign currency exchange contracts are valued
at the unrealized appreciation (depreciation) on the instrument.
Currency Abbreviation
EUR
Euro
USD
United States Dollar
Portfolio Abbreviation
ABS
Asset-Backed Security
CLO
Collateralized Loan Obligation
CME
Chicago Mercantile Exchange
DAC
Designated Activity Co.
LP
Limited Partnership
MTN
Medium-Term Note
REIT
Real Estate Investment Trust
SOFR
Secured Overnight Financing Rate
13