INCOME RESEARCH & MANAGEMENT
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 163,591
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 33 | 163,591 | 13F-HR | INCOME RESEARCH & MANAGEMENT |
| Q2 2026 | 7/24/2026 | 30 | 184,481 | 13F-HR | INCOME RESEARCH & MANAGEMENT |
| Q1 2026 | 4/17/2026 | 26 | 168,613 | 13F-HR | INCOME RESEARCH & MANAGEMENT |
| Q4 2025 | 1/20/2026 | 32 | 190,387 | 13F-HR | INCOME RESEARCH & MANAGEMENT |
| Q3 2025 | 10/16/2025 | 35 | 204,452 | 13F-HR | INCOME RESEARCH & MANAGEMENT |
| Q2 2025 | 7/17/2025 | 40 | 374,226 | 13F-HR | INCOME RESEARCH & MANAGEMENT |
| Q1 2014 | 5/15/2014 | 35 | 704,119 | 13F-HR | INCOME RESEARCH & MANAGEMENT |
| Q4 2013 | 2/12/2014 | 36 | 619,054 | 13F-HR | INCOME RESEARCH & MANAGEMENT |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.298 K | 0.8% | 0 | 76 | -76 |
| ETFs | 16.31 K | 10.0% | 0 | 790 | -790 |
| Debt | 146 K | 89.2% | 0 | 20.02 K | -20.02 K |
Swipe for more columns
Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
163,591
Holdings
33
QoQ value change ($000)
-20,890
(-11.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.