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Western Asset High Incm Fd I shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of Western Asset High Incm Fd I (HIX) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in Western Asset High Incm Fd I

Tip: Access up to 7 years of quarterly data

All positions including Western Asset High Incm Fd I held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Asset High Incm Fd I by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $34k 8.4k 3.98

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding Western Asset High Incm Fd I

UBS Group
Penserra Capital Management
Morgan Stanley
Wells Fargo & Company
Invesco
Guggenheim Capital, LLC Managers
GraniteShares Advisors
Advisor Group Holdings
Ameriprise Financial
Rockefeller Capital Management
NWF Advisory Services
Shaker Financial Services
Oppenheimer & Co
Envestnet Asset Management
Raymond James Financial

View all funds holding Western Asset High Incm Fd I