Carson Wealth (CWM LLC)’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Carson Wealth (CWM LLC)’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
2026 Q1	$47.9K	Hold	3,960	–	–	﹤0.01%	3850
2025 Q4	$49K	Hold	3,960	–	–	﹤0.01%	3620
2025 Q3	$51K	Buy	3,960 +3,500	+761%	+$44.8K	﹤0.01%	3524
2025 Q2	$6K	Hold	460	–	–	﹤0.01%	4553
2025 Q1	$6K	Hold	460	–	–	﹤0.01%	4391
2024 Q4	$6K	Hold	460	–	–	﹤0.01%	4139
2024 Q3	$6K	Buy	+460	New	+$5.73K	﹤0.01%	4027
2019 Q1	–	Sell	-617	Closed	-$8K	–	3188
2018 Q4	$8K	Buy	+617	New	+$8.3K	﹤0.01%	1415

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

WAM

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s PAI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Western Asset Investment Grade Income Fund (PAI) position steady in Q1 2026 at 3,960 shares worth $47.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3850.

Carson Wealth (CWM LLC) first reported a position in PAI in Q4 2018 and has held it in 8 quarters since. The position peaked at $51K in Q3 2025. 32 funds tracked by Wall St. Rank hold PAI as of Q1 2026.

Carson Wealth (CWM LLC) held 3,960 shares of Western Asset Investment Grade Income Fund worth $47.9K as of Q1 2026.
Carson Wealth (CWM LLC) left its Western Asset Investment Grade Income Fund share count unchanged in Q1 2026.
Western Asset Investment Grade Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3850 holding.
Carson Wealth (CWM LLC) first reported a position in Western Asset Investment Grade Income Fund in Q4 2018 and has held it in 8 quarters since.
Carson Wealth (CWM LLC)'s Western Asset Investment Grade Income Fund position peaked at $51K in Q3 2025.
32 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.