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HomeMy WebLinkAboutStaff Report 2601-5822CITY OF PALO ALTO CITY COUNCIL Special Meeting Monday, June 08, 2026 Council Chambers & Hybrid 5:30 PM     Agenda Item     B.Monthly Investment Report - April 2026 (Unaudited) City Council Staff Report Report Type: INFORMATION REPORTS Lead Department: Administrative Services Meeting Date: June 8, 2026 Report #:2601-5822 TITLE Monthly Investment Report - April 2026 (Unaudited) RECOMMENDATION This is an Information Report. No Council action is required. ANALYSIS The City’s Investment Policy (Policy)1 and California Government Code Section 53607 requires that a report of transactions (investments, reinvestment, sold, and exchanged securities) be made available to the Council on a monthly basis. This reporting requirement is separate and distinct from the quarterly investment report submitted under California Government Code Section 53646 that includes portfolio composition, a detailed list of all securities, performance compared to the Policy, overall compliance with the Policy, and the City’s ability to meet expenditure requirements over the next six months. ATTACHMENTS Attachment A: Investment Portfolio Transaction Ledger – April 2026 APPROVED BY: Lauren Lai, Administrative Services Director 1 Investment Policy Fiscal Year 2025-2026 (Adopted February 9, 2026); https://www.paloalto.gov/files/assets/public/v/1/administrative-services/investment-policies/1-39-asd- investment-policy.pdf ATTACHMENT A Palo Alto Monthly Transactions 04/01/2026 - 04/30/2026 Buy CUSIP Security Description Security Type ABS Transaction Settlement Date 04/21/2026 04/22/2026 04/29/2026 04/22/2026 Quantity 1,920,000.00 1,620,000.00 2,795,000.00 2,370,000.00 Price 99.979 99.985 99.988 99.989 Acq/Disp Yield 4.266 Amount -1,919,595.07 -1,619,763.80 -2,794,672.45 -2,369,738.12 Purchased/Sold Interest Total Amount -1,919,595.07 -1,619,763.80 -2,796,960.47 -2,369,738.12 89240QAD7 TAOT 2026-B A3 4.13 Buy 0.00 HALST 26B A3 4.21 ABS 4.215 HALST 26B A3 4.21 ABS 4.214 2,288.02 BMWLT 2026-1 A3 4.15 ABS 4.855 ------ABS Buy 04/24/2026 8,705,000.00 ---4.400 -8,703,769.44 2,288.02 -8,706,057.46 Maturity CUSIP Security Description Security Type CD Transaction Settlement Date 04/10/2026 04/23/2026 04/13/2026 04/01/2026 Quantity -250,000.00 -5,000,000.00 -250,000.00 -200,000.00 Price 100.000 100.000 100.000 100.000 Acq/Disp Yield 4.000 Amount 250,000.00 5,000,000.00 250,000.00 200,000.00 Purchased/Sold Interest Total Amount 250,000.00 5,000,000.00 250,000.00 200,000.00 97412MAG4 Wings Financial Credit Maturity 0.00 UNITED STATES T-BILL 3.704 Transportation Alliance 3.700 SAN DIEGO CNTY CALIF MUNI 1.310 4581X0DV7 INTER-AMERICAN SUPRANATIONAL Maturity 04/20/2026 -2,000,000.00 100.000 0.923 2,000,000.00 0.00 2,000,000.00 FEDERAL NATIONAL 072024XC1 BAY AREA TOLL MUNI Maturity 04/01/2026 -1,750,000.00 100.000 0.750 1,750,000.00 0.00 1,750,000.00 ---------Maturity 04/18/2026 -9,950,000.00 100.000 2.519 9,950,000.00 0.00 9,950,000.00 Summary CUSIP Security Description Security Type Transaction Settlement Date Quantity Price Acq/Disp Yield Amount Purchased/Sold Interest Total Amount ------------04/21/2026 -1,245,000.00 ---3.397 1,246,230.56 2,288.02 1,243,942.54 1