Income Research & Management Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Income Research & Management disclosed 6 stock positions valued at approximately $184.48M as of quarter-end June 30, 2026. The largest holdings include BONDBLOXX ETF TRUST, BONDBLOXX ETF TRUST, and BONDBLOXX ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 6
- Portfolio Value
- $184.48M
Holdings by Sector
Income Research & Management Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BONDBLOXX ETF TRUST | TXXI | Other | 2.76% | 100,000 | - | - | $5,085,030 |
| BONDBLOXX ETF TRUST | TAXM | Other | 2.74% | 100,000 | - | - | $5,048,500 |
| BONDBLOXX ETF TRUST | TAXX | Other | 2.67% | 97,000 | -3,000 | -3.00% | $4,921,780 |
| HARBOR ETF TRUST | AGGS | Other | 1.11% | 50,000 | - | - | $2,044,750 |
| WELLS FARGO & CO | WFC-L | Other | 0.50% | 803 | - | - | $929,029 |
| BANK OF AMER CORP | BAC.PRN | Other | 0.24% | 355 | - | - | $445,319 |
Showing 6 of 6 holdings in the latest reporting period.