AAP
IGI

Arax Advisory Partners’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

Arax Advisory Partners’s Portfolio IGI Stock Details IGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,302
Closed -$38K – 4055
2025
Q4 		$38K Buy
+2,302
New +$38.1K ﹤0.01% 1760

Other funds holding IGI

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return

Arax Advisory Partners's IGI Position: Q1 2026 in Review

Arax Advisory Partners sold out of Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q1 2026, closing a stake of 2,302 shares — an estimated $38K sold.

Arax Advisory Partners first reported a position in IGI in Q4 2025 and held it in 1 quarter. The position peaked at $38K in Q4 2025. 25 funds tracked by Wall St. Rank hold IGI as of Q1 2026.

  • Arax Advisory Partners reported no remaining Western Asset Investment Grade Defined Opportunity Trust position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 2,302 Western Asset Investment Grade Defined Opportunity Trust shares in Q1 2026, an estimated $38K.
  • Arax Advisory Partners first reported a position in Western Asset Investment Grade Defined Opportunity Trust in Q4 2025 and held it in 1 quarter.
  • Arax Advisory Partners's Western Asset Investment Grade Defined Opportunity Trust position peaked at $38K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.