As of the latest SEC filings, INSTAR LEASING V, LLC (INSTR) is held by 17 institutional funds. The largest fund shareholder is Thornburg Limited Term Income Fund (THIFX), holding an estimated $7,642,402.72 in market value, representing 0.12% of its portfolio.
Funds holding INSTAR LEASING V, LLC (INSTR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- INSTR
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
THIFX
Thornburg Limited Term Income Fund
|
MF | Independent / Boutique | 0.12% | $7,642,402.72 | 8,010,566 | Mar 31, 2026 | May 26, 2026 |
|
TSIAX
Thornburg Strategic Income Fund
|
MF | Independent / Boutique | 0.04% | $3,676,655.44 | 3,853,774 | Mar 31, 2026 | May 26, 2026 |
|
-
Short Duration Bond Fund
|
ETF | John Hancock | 0.15% | $2,245,955.75 | 2,342,152 | Feb 28, 2026 | Apr 28, 2026 |
|
TSIAX
Thornburg Strategic Income Fund
|
MF | Independent / Boutique | 0.02% | $2,210,211.36 | 2,325,323 | Mar 31, 2026 | May 26, 2026 |
|
DCPAX
BNY Mellon Core Plus Fund
|
MF | Independent / Boutique | 0.07% | $1,818,609.39 | 1,821,000 | Apr 30, 2026 | Jun 26, 2026 |
|
-
SA American Century Inflation Managed Portfolio
|
ETF | Independent / Boutique | 0.25% | $1,294,024.35 | 1,295,000 | Mar 31, 2026 | May 28, 2026 |
|
DCPAX
BNY Mellon Core Plus Fund
|
MF | Independent / Boutique | 0.05% | $1,242,021.49 | 1,299,696 | Apr 30, 2026 | Jun 26, 2026 |
|
JHMB
John Hancock Mortgage-Backed Securities ETF
|
ETF | John Hancock | 0.52% | $1,111,423.30 | 1,165,456 | Mar 31, 2026 | May 29, 2026 |
|
-
Inflation Managed Portfolio
|
ETF | Independent / Boutique | 0.25% | $1,054,205.16 | 1,055,000 | Mar 31, 2026 | May 27, 2026 |
|
KCCSX
Knights of Columbus Core Bond Fund
|
MF | Independent / Boutique | 0.23% | $885,803.61 | 927,802 | Apr 30, 2026 | Jun 25, 2026 |
|
-
LVIP American Century Inflation Protection Fund
|
ETF | Independent / Boutique | 0.25% | $649,510.29 | 650,000 | Mar 31, 2026 | May 18, 2026 |
|
KCLIX
Knights of Columbus Limited Duration Bond Fund
|
MF | Independent / Boutique | 0.24% | $590,535.74 | 618,535 | Apr 30, 2026 | Jun 25, 2026 |
|
THCIX
Thornburg Core Plus Bond Fund
|
MF | Independent / Boutique | 0.50% | $481,819.76 | 505,031 | Mar 31, 2026 | May 26, 2026 |
|
TSAMX
Thornburg Summit Fund
|
MF | Independent / Boutique | 0.25% | $266,854.03 | 279,709 | Mar 31, 2026 | May 26, 2026 |
|
TMB
Thornburg Multi Sector Bond ETF
|
ETF | Independent / Boutique | 0.28% | $247,004.05 | 257,637 | Feb 28, 2026 | Apr 23, 2026 |
|
LVITX
Western Asset Core Plus VIT Portfolio
|
MF | Franklin Templeton | 0.07% | $81,583.76 | 85,467 | Mar 31, 2026 | May 28, 2026 |
|
TPLS
Thornburg Core Plus Bond ETF
|
ETF | Independent / Boutique | 0.39% | $74,849.71 | 78,072 | Feb 28, 2026 | Apr 23, 2026 |
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