Accredited Investor Services’s Western Asset Managed Municipals Fund MMU Stock Holding History

Accredited Investor Services’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$260K	Sell	24,957 -1,301	-5%	-$13.4K	0.15%	53
2026 Q1	$270K	Buy	26,258 +160	+0.6%	+$1.68K	0.17%	49
2025 Q4	$272K	Buy	26,098 +631	+2%	+$6.55K	0.18%	46
2025 Q3	$263K	Sell	25,467 -258	-1%	-$2.59K	0.18%	46
2025 Q2	$255K	Sell	25,725 -331	-1%	-$3.28K	0.19%	43
2025 Q1	$268K	Buy	+26,056	New	+$269K	0.22%	42

Other funds holding MMU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Accredited Investor Services's MMU Position: Q2 2026 in Review

Accredited Investor Services reduced its Western Asset Managed Municipals Fund (MMU) stake by 5% in Q2 2026, selling an estimated $13.4K and leaving 24,957 shares worth $260K. The position accounts for 0.15% of the portfolio, ranked #53.

Accredited Investor Services first reported a position in MMU in Q1 2025 and has held it in 6 quarters since. The position peaked at $272K in Q4 2025. 106 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

Accredited Investor Services held 24,957 shares of Western Asset Managed Municipals Fund worth $260K as of Q2 2026.
Accredited Investor Services sold 1,301 Western Asset Managed Municipals Fund shares in Q2 2026, an estimated $13.4K.
Western Asset Managed Municipals Fund made up 0.15% of Accredited Investor Services's portfolio in Q2 2026, its #53 holding.
Accredited Investor Services first reported a position in Western Asset Managed Municipals Fund in Q1 2025 and has held it in 6 quarters since.
Accredited Investor Services's Western Asset Managed Municipals Fund position peaked at $272K in Q4 2025.
106 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Accredited Investor Services's 13F filing for Q2 2026, filed 5 Aug 2026.