IR

INCOME RESEARCH & MANAGEMENT

13F
INCOME RESEARCH & MANAGEMENT
Last update 2024-10-22 3 Stocks (1 new)
Value $7.00 Mil Turnover 3 %
Countries:
Top Holdings: TAXX(68.49%)AGGS(28.66%)WFCpL.PFD(2.85%)
Portfolio Report
Summary Stock Picks Current Portfolio
INCOME RESEARCH & MANAGEMENT Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TAXX 		BondBloxx IR+M Tax-Aware Short Duration ETF
100,000
5079.000
0%
68.490
0%
4.900
-0.05%
0%
105.830
 
AGGS 		Harbor Disciplined Bond ETF
50,000
2125.700
0%
28.660
0%
7.690
-1.13%
0%
26.817
 
WFCpL.PFD 		Wells Fargo & Co
165
210.990
New Holding
2.850
+2.85%
-
+3.01%
+7.06%
0.000
Banks

INCOME RESEARCH & MANAGEMENT's Historical Top Holdings Breakdowns

INCOME RESEARCH & MANAGEMENT's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WFCpL.PFD 		Wells Fargo & Co2024-09-30New Buy
+2.85%
●
1181.99 ($1223.82) 1284.9
$1,221.50
-0.19%
New holding
165
165
AGGS 		Harbor Disciplined Bond ETF2024-06-30New Buy
+29.00%
●
40.2 ($40.79) 41.26
$41.26
1.14%
New holding
50,000
50,000
WFCpL.PFD 		Wells Fargo & Co2024-06-30Sold Out
-3.87%
●
1145.44 ($1175.3) 1210.99
$1,221.50
3.93%
Sold Out
0
-165
TAXX 		BondBloxx IR+M Tax-Aware Short Duration ETF2024-03-31New Buy
+96.13%
●
49.99 ($50.04) 50.08
$50.40
0.71%
New holding
100,000
100,000
WFCpL.PFD 		Wells Fargo & Co2024-03-31New Buy
+3.87%
●
1160 ($1197.19) 1223
$1,221.50
2.03%
New holding
165
165
WFCpL.PFD 		Wells Fargo & Co2023-09-30Sold Out
-52.41%
●
1115 ($1154.95) 1181
$1,221.50
5.76%
Sold Out
0
-852
BACpL.PFD 		Bank of America Corp2023-09-30Sold Out
-47.59%
●
1102.17 ($1160.33) 1218
$1,242.98
7.12%
Sold Out
0
-761
WFCpL.PFD 		Wells Fargo & Co2023-06-30Reduce
-21.00%
●
1120.02 ($1154.09) 1189.6
$1,221.50
5.84%
Reduce -40.21%
852
-573
BACpL.PFD 		Bank of America Corp2023-06-30Reduce
-19.64%
●
1142.73 ($1172) 1207
$1,242.98
6.06%
Reduce -41.1%
761
-531

INCOME RESEARCH & MANAGEMENT Total Holding History ($B)

To

INCOME RESEARCH & MANAGEMENT's Asset Allocation

To

INCOME RESEARCH & MANAGEMENT Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

INCOME RESEARCH & MANAGEMENT's Hypothetical Growth since 2024-09-30

INCOME RESEARCH & MANAGEMENT's Yearly Returns

Year Portfolio % % Excess Gain %

INCOME RESEARCH & MANAGEMENT's Holdings Heat Map

Size field:

INCOME RESEARCH & MANAGEMENT's Holdings Bubble Chart

INCOME RESEARCH & MANAGEMENT News

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