Loomis Sayles Inv GR BND-YLSIIX
13F holders, Q1 2026 (March 31)2holders
1new positions
1sold out
$9.75avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Loomis Sayles Inv GR BND-Y (LSIIX) in their 13F filings, unchanged from Q4 2025. 1 opened new positions and 1 sold out. The largest holders were Kelleher Financial Advisors ($7K) and McIlrath & Eck, LLC ($4K).
- Company
- Loomis Sayles Inv GR BND-Y
- CUSIP
- 543487136
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $4K |
| Exits | 1 | $44K |
All 13F filers, Q4 2025 → Q1 2026: 414 shares bought and 4,407 shares sold, net −3,993 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kelleher Financial Advisors | 0.00% | Add +1.3% | 690 | $7K |
| McIlrath & Eck, LLC | 0.00% | New | 405 | $4K |
"% 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.