BAM
HIX

Belpointe Asset Management’s Western Asset High Income Fund II HIX Stock Holding History

Belpointe Asset Management’s Portfolio HIX Stock Details HIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-13,637
Closed -$56.7K – 1120
2025
Q4 		$56.7K Buy
+13,637
New +$57.5K ﹤0.01% 1008
2023
Q2 		– Sell
-2,000
Closed -$9.72K – 1755
2023
Q1 		$9.72K Buy
+2,000
New +$10.6K ﹤0.01% 2735

Other funds holding HIX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Belpointe Asset Management's HIX Position: Q1 2026 in Review

Belpointe Asset Management sold out of Western Asset High Income Fund II (HIX) in Q1 2026, closing a stake of 13,637 shares — an estimated $56.7K sold.

Belpointe Asset Management first reported a position in HIX in Q1 2023 and held it in 2 quarters. The position peaked at $56.7K in Q4 2025. 86 funds tracked by Wall St. Rank hold HIX as of Q1 2026.

  • Belpointe Asset Management reported no remaining Western Asset High Income Fund II position as of Q1 2026 after selling out during the quarter.
  • Belpointe Asset Management sold 13,637 Western Asset High Income Fund II shares in Q1 2026, an estimated $56.7K.
  • Belpointe Asset Management first reported a position in Western Asset High Income Fund II in Q1 2023 and held it in 2 quarters.
  • Belpointe Asset Management's Western Asset High Income Fund II position peaked at $56.7K in Q4 2025.
  • 86 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.