Loomis Sayles Inv GR BND-YLSIIX
13F holders, Q4 2025 (December 31)2holders +1
0new positions
0sold out
$9.90avg. 13F price*
At the end of Q4 2025, 2 institutions reported holding Loomis Sayles Inv GR BND-Y (LSIIX) in their 13F filings, up 1 from Q3 2025. 0 opened new positions and 0 sold out. The largest holders were Garton & Associates Financial Advisors LLC ($44K) and Kelleher Financial Advisors ($7K).
- Company
- Loomis Sayles Inv GR BND-Y
- CUSIP
- 543487136
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q3 2025 → Q4 2025: 9 shares bought, net +9 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Garton & Associates Financial Advisors LLC | 0.03% | — | 4,407 | $44K |
| Kelleher Financial Advisors | 0.00% | Add +1.3% | 681 | $7K |
"% 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.