Loomis Sayles Inv GR BND-YLSIIX

13F holders, Q2 2026 (June 30)
1holders −1
0new positions
0sold out
$9.73avg. 13F price*

At the end of Q2 2026, 1 institutions reported holding Loomis Sayles Inv GR BND-Y (LSIIX) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 0 sold out. The largest holder was Kelleher Financial Advisors ($14K).

Company
Loomis Sayles Inv GR BND-Y
CUSIP
543487136
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q3 2024: 1Q3 2024Q4 2024: 1Q4 2024Q3 2025: 1Q3 2025Q4 2025: 2Q4 2025Q1 2026: 2Q1 2026Q2 2026: 1Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 708 shares bought, net +708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Kelleher Financial Advisors 0.00% Add +102.6% 1,398 $14K

"% of holder's portfolio" is LSIIX's weight in each manager's 13F, not the share of Loomis Sayles Inv GR BND-Y the manager owns.