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Western Asset Invest. Grade Defined Opp shares owned by Institute For Wealth Management

Quarter-by-quarter ownership of Western Asset Invest. Grade Defined Opp (IGI) shares owned by Institute For Wealth Management from 13F filings

Historical chart of Institute For Wealth Management investment in Western Asset Invest. Grade Defined Opp

Tip: Access up to 7 years of quarterly data

All positions including Western Asset Invest. Grade Defined Opp held by Institute For Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Western Asset Invest. Grade Defined Opp by Institute For Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $26k 1.6k 16.11

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Top funds holding Western Asset Invest. Grade Defined Opp

Sit Investment Associates
1607 Capital Partners
Karpus Investment Management
UBS Group
Morgan Stanley
Hennion & Walsh Asset Management
Raymond James Financial
Wells Fargo & Company
Guggenheim Capital, LLC Managers
Wolverine Asset Management
Whipplewood Advisors
Janney Montgomery Scott
Susquehanna International
Stifel Financial
Bank of America Corporation

View all funds holding Western Asset Invest. Grade Defined Opp