StockDriftsStockDriftsTop 4 Income Research & Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TAXX | BONDBLOXX ETF TRUST | 2.96% | 97.0K | $4.8M | +0.00%(+0) | $50.00(+0.32%) | 2026-09-30 | |
| TXXI | BONDBLOXX ETF TRUST | 2.93% | 100.0K | $4.8M | +0.00%(+0) | $49.80(-2.68%) | 2026-09-30 | |
| TAXM | BONDBLOXX ETF TRUST | 2.9% | 100.0K | $4.7M | +0.00%(+0) | $49.65(-2.63%) | 2026-09-30 | |
| AGGS | HARBOR ETF TRUST | 1.19% | 50.0K | $1.9M | +0.00%(+0) | $40.94(-3.35%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.02% | +36.85% | +0.69% | +3.51% |
| Top 20 Holdings Unweighted | +8.81% | +28.82% | -1.21% | -5.90% |
Income Research & Management reports $163.59M in US-listed equity holdings across 33 positions in its most recent 13F filing. Its largest disclosed positions are TAXX (3.0%), TXXI (2.9%) and TAXM (2.9%). The top 20 holdings account for 9.98% of reported assets. Its disclosed equity book has returned +36.85% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
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Holdings on this page are parsed from Income Research & Management’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1165830). View Income Research & Management’s 13F filings on SEC