INCOME RESEARCH & MANAGEMENT
INCOME RESEARCH & MANAGEMENT reported 30 positions worth $184.5M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: BAC 0.6 05-25-27 MTN (5.8%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | BAC 0.6 05-25-27 MTN | SH | $10.7M | 5.79% | 8,503,000 | — | — | |
| ▸ 2 | EEFT 0.75 03-15-49 | SH | $10.3M | 5.56% | 12,112,000 | — | — | |
| ▸ 3 | UBER 0.875 12-01-28 2028 | SH | $10.2M | 5.55% | 8,560,000 | — | — | |
| ▸ 4 | LNT 3.25 05-30-28 | SH | $9.9M | 5.37% | 9,000,000 | — | — | |
| ▸ 5 | WEC 3.375 06-01-28 | SH | $9.6M | 5.21% | 9,265,000 | — | — | |
| ▸ 6 | CSWC 5.125 11-15-29 | SH | $9.6M | 5.20% | 9,227,000 | — | — | |
| ▸ 7 | SO 3.25 06-15-28 | SH | $9.4M | 5.12% | 9,340,000 | — | — | |
| ▸ 8 | XYZ 0.25 11-01-27 | SH | $8.9M | 4.84% | 9,425,000 | — | — | |
| ▸ 9 | ON 0.5 03-01-29 | SH | $8.7M | 4.70% | 7,200,000 | — | — | |
| ▸ 10 | AKAM 0.375 09-01-27 | SH | $7.8M | 4.23% | 6,518,000 | — | — |
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Frequently Asked Questions
What stocks does INCOME RESEARCH & MANAGEMENT hold as of Q2 2026?
INCOME RESEARCH & MANAGEMENT reported 30 positions worth $184.5M in its Q2 2026 13F filing. Largest positions: BAC 0.6 05-25-27 MTN (5.8%), EEFT 0.75 03-15-49 (5.6%), UBER 0.875 12-01-28 2028 (5.5%), LNT 3.25 05-30-28 (5.4%) and WEC 3.375 06-01-28 (5.2%).
What did INCOME RESEARCH & MANAGEMENT buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did INCOME RESEARCH & MANAGEMENT sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.