CAL
MHF

Capital Analysts LLC’s Western Asset Municipal High Income Fund MHF Stock Holding History

Capital Analysts LLC’s Portfolio MHF Stock Details MHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,541
Closed -$78K – 1410
2025
Q1 		$78K Hold
10,541
– – ﹤0.01% 697
2024
Q4 		$72K Hold
10,541
– – ﹤0.01% 685
2024
Q3 		$76K Hold
10,541
– – ﹤0.01% 642
2024
Q2 		$71K Buy
+10,541
New +$71.2K ﹤0.01% 639

Other funds holding MHF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Capital Analysts LLC's MHF Position: Q2 2025 in Review

Capital Analysts LLC sold out of Western Asset Municipal High Income Fund (MHF) in Q2 2025, closing a stake of 10,541 shares — an estimated $78K sold.

Capital Analysts LLC first reported a position in MHF in Q2 2024 and held it in 4 quarters. The position peaked at $78K in Q1 2025. 42 funds tracked by Wall St. Rank hold MHF as of Q2 2025.

  • Capital Analysts LLC reported no remaining Western Asset Municipal High Income Fund position as of Q2 2025 after selling out during the quarter.
  • Capital Analysts LLC sold 10,541 Western Asset Municipal High Income Fund shares in Q2 2025, an estimated $78K.
  • Capital Analysts LLC first reported a position in Western Asset Municipal High Income Fund in Q2 2024 and held it in 4 quarters.
  • Capital Analysts LLC's Western Asset Municipal High Income Fund position peaked at $78K in Q1 2025.
  • 42 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q2 2025.

Based on Capital Analysts LLC's 13F filing for Q2 2025, filed 13 Aug 2025.