Cambridge Investment Research Advisors’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Cambridge Investment Research Advisors’s Portfolio PAI Stock Details PAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,263	Closed	-$132K	–	3923
2025 Q3	$132K	Sell	10,263 -1,041	-9%	-$13.3K	﹤0.01%	3565
2025 Q2	$147K	Sell	11,304 -112	-1%	-$1.38K	﹤0.01%	3418
2025 Q1	$147K	Sell	11,416 -292	-2%	-$3.67K	﹤0.01%	3278
2024 Q4	$146K	Sell	11,708 -213	-2%	-$2.69K	﹤0.01%	3259
2024 Q3	$153K	Buy	+11,921	New	+$149K	﹤0.01%	3205
2019 Q4	–	Sell	-10,403	Closed	-$169K	–	2455
2019 Q3	$169K	Sell	10,403 -6,688	-39%	-$103K	﹤0.01%	2156
2019 Q2	$254K	Buy	17,091 +894	+6%	+$13.3K	﹤0.01%	1855
2019 Q1	$239K	Buy	+16,197	New	+$228K	﹤0.01%	1954

Other funds holding PAI

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

HWAM

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Cambridge Investment Research Advisors's PAI Position: Q4 2025 in Review

Cambridge Investment Research Advisors sold out of Western Asset Investment Grade Income Fund (PAI) in Q4 2025, closing a stake of 10,263 shares — an estimated $132K sold.

Cambridge Investment Research Advisors first reported a position in PAI in Q1 2019 and held it in 8 quarters. The position peaked at $254K in Q2 2019. 34 funds tracked by Wall St. Rank hold PAI as of Q4 2025.

Cambridge Investment Research Advisors reported no remaining Western Asset Investment Grade Income Fund position as of Q4 2025 after selling out during the quarter.
Cambridge Investment Research Advisors sold 10,263 Western Asset Investment Grade Income Fund shares in Q4 2025, an estimated $132K.
Cambridge Investment Research Advisors first reported a position in Western Asset Investment Grade Income Fund in Q1 2019 and held it in 8 quarters.
Cambridge Investment Research Advisors's Western Asset Investment Grade Income Fund position peaked at $254K in Q2 2019.
34 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q4 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.