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Western Asset Invest. Grade Defined Opp shares owned by Whipplewood Advisors

Quarter-by-quarter ownership of Western Asset Invest. Grade Defined Opp (IGI) shares owned by Whipplewood Advisors from 13F filings

Historical chart of Whipplewood Advisors 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 Whipplewood Advisors 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 Whipplewood Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $998k 60k 16.69
2025-06-30 $987k 60k 16.58

More positions owned by Whipplewood Advisors

Janus Detroit Street Trust Exchange Traded Fund (JAAA)
Innovator ETF Trust Exchange Traded Fund (BALT)
Tesla Common / Ordinary Stock (TSLA)
Vanguard Etf/usa Exchange Traded Fund (VIG)
JP Morgan Investment Management Exchange Traded Fund (JEPI)
ARK Investment Management Exchange Traded Fund (ARKK)
BlackRock Fund Advisors Exchange Traded Fund (MTUM)
Vanguard Etf/usa Exchange Traded Fund (VT)
Apple Common / Ordinary Stock (AAPL)
First Trust ETFs/USA Exchange Traded Fund (RDVI)
Vanguard Etf/usa Exchange Traded Fund (VIGI)
Western Asset Management Closed-end Fund (WEA)
Vanguard ETF/USA Exchange Traded Fund (VEA)
Charles Schwab Investment Management Exchange Traded Fund (FNDF)
JP Morgan ETFs/USA Exchange Traded Fund (JEPQ)

View all positions for Whipplewood Advisors

Top funds holding Western Asset Invest. Grade Defined Opp

Sit Investment Associates
UBS Group
1607 Capital Partners
Guggenheim Capital, LLC Managers
Morgan Stanley
Raymond James Financial
Hennion & Walsh Asset Management
Whipplewood Advisors
Wolverine Asset Management
Wells Fargo & Company
Janney Montgomery Scott
Shaker Financial Services
Ameriprise Financial
Rockefeller Capital Management
Melfa Wealth Management

View all funds holding Western Asset Invest. Grade Defined Opp