Fund HoldingsINCOME RESEARCH & MANAGEMENT

Total Portfolio Value
$148.22M
Total Bought
$46.82M
Total Sold
$43.09M
Net Transaction
+$3.74M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ALLIANT ENERGY CORP(LNT)013,770,000+13,770,000013,5439.14%+13,543
SOUTHERN CO(SO)012,820,000+12,820,000012,7568.61%+12,756
PPL CAP FDG INC(PPL)011,900,000+11,900,000011,3887.68%+11,388
BONDBLOXX ETF TRUST
IR M TAXAWARE
0100,000+100,00005,0003.37%+5,000
ON SEMICONDUCTOR CORP(ON)04,000,000+4,000,00003,9362.66%+3,936
FORD MTR CO DEL(F)8,750,0008,750,00008,7069,0436.10%+337
WELLS FARGO CO NEW(WFC)0165+16502010.14%+201
PENNYMAC CORP(PMT)5,875,0005,875,00005,7135,7873.90%+73
BLACKSTONE MORTGAGE TRUST IN(BXMT)6,000,0006,000,00005,4455,3853.63%-60
ETSY INC(ETSY)9,545,0009,545,00007,6427,5175.07%-125
EURONET WORLDWIDE INC(EEFT)15,632,00013,832,000-1,800,00014,61613,4109.05%-1,206
NEW MTN FIN CORP14,512,00012,712,000-1,800,00014,73712,8778.69%-1,860
AKAMAI TECHNOLOGIES INC(AKAM)11,011,0009,911,000-1,100,00013,98411,6907.89%-2,294
EXPEDIA GROUP INC(EXPE)15,855,00013,780,000-2,075,00014,99112,6918.56%-2,300
SOUTHWEST AIRLS CO(LUV)15,047,00011,947,000-3,100,00015,20512,0908.16%-3,115
BOOKING HOLDINGS INC(BKNG)8,439,0005,649,000-2,790,00015,89710,9037.36%-4,995
ARES CAPITAL CORP(ARCC)13,250,0000-13,250,00013,6390-13,639
WESTERN DIGITAL CORP.(WDC)13,733,0000-13,733,00013,6780-13,678
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