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IRM
Income Research & Management Portfolio holdings
AUM
$184B
1-Year Est. Return
0.09%
This Fund
S&P 500
This Quarter
Est. Return
+0.1%
1 Year Est. Return
+0.09%
3 Year Est. Return
-0.7%
5 Year Est. Return
-1.01%
10 Year Est. Return
-1.2%
AUM
$184B
AUM Growth
+$184B
(+109,311%)
Cap. Flow
+$19.5B
Cap. Flow
% of AUM
10.57%
Top 10 Holdings %
Top 10 Hldgs %
51.58%
Holding
31
New
5
Increased
1
Reduced
11
Closed
1
Top Buys
No buys this quarter
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
|
+$152K |
Sector Composition
| Rank | Sector | Weight |
|---|
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
TXXI
1
BondBloxx IR+M Tax-Aware Intermediate Duration ETF
TXXI
$35M
| $5.09B | 2.76% |
100,000
| – | – |
|
|
TAXM
2
BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
TAXM
$39.1M
| $5.05B | 2.74% |
100,000
| – | – |
|
|
3
BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
$297M
| $4.92B | 2.67% |
97,000
-3,000
| -3% | -$152K |
|
|
AGGS
4
Harbor Disciplined Bond ETF
AGGS
$39.2M
| $2.04B | 1.11% |
50,000
| – | – |
|
5
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.71B
| $929M | 0.5% |
803
| – | – |
|
6
Bank of America Series L
BAC.PRL
$3.97B
| $445M | 0.24% |
355
| – | – |
|
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Income Research & Management's Q2 2026 Portfolio in Review
As of Q2 2026, Income Research & Management held 31 positions worth $184B, up 109,311% from $169M the previous quarter. Its ten largest holdings account for 52% of the portfolio.
Income Research & Management deployed $19.5B of net new capital in Q2 2026, opening 5 new positions and adding to 1 existing holding.
On the sell side, the largest reduction was BondBloxx IR+M Tax Aware Short Duration ETF, an estimated $152K trimmed.
- Income Research & Management's biggest Q2 2026 reduction was BondBloxx IR+M Tax Aware Short Duration ETF, cutting an estimated $152K.
- Income Research & Management's ten largest holdings make up 52% of its $184B portfolio in Q2 2026.
- Income Research & Management opened 5 new positions and closed 1 in Q2 2026.
- Income Research & Management's portfolio value rose 109,311% quarter-over-quarter to $184B.
Based on Income Research & Management's 13F filing for Q2 2026, filed 24 Jul 2026.