Income Research & Management
$40.5B Assets Reported
8 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| BAC 0.6 05/25/27 MTN | BOFA FIN LLC | 9,803,000 | $11.7B | 29.0% |
| UBER 0.875 12/01/28 | UBER TECHNOLOGIES INC | 8,560,000 | $10.3B | 25.4% |
| TAXX | BONDBLOXX ETF TRUST | 100,000 | $5.1B | 12.5% |
| TXXI | BONDBLOXX ETF TRUST | 100,000 | $5.0B | 12.4% |
| TAXM | BONDBLOXX ETF TRUST | 100,000 | $5.0B | 12.3% |
| AGGS | HARBOR ETF TRUST | 50,000 | $2.0B | 5.0% |
| WFCPRL | WELLS FARGO & CO | 803 | $929M | 2.3% |
| BACPRL | BANK AMERICA CORP | 355 | $423M | 1.0% |
Track Income Research & Management's 13F portfolio: $40.5B in reported holdings, 8 positions. Top holdings, AUM, and quarterly changes on SentiSense.