Chicago Partners Investment Group’s Western Asset Managed Municipals Fund MMU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$632K	Sell	60,566 -3,184	-5%	-$33.4K	0.01%	754
2025 Q4	$660K	Buy	63,750 +272	+0.4%	+$2.82K	0.02%	620
2025 Q3	$659K	Buy	63,478 +354	+0.6%	+$3.55K	0.02%	561
2025 Q2	$624K	Buy	63,124 +260	+0.4%	+$2.58K	0.02%	513
2025 Q1	$631K	Buy	62,864 +493	+0.8%	+$5.1K	0.02%	458
2024 Q4	$638K	Buy	62,371 +358	+0.6%	+$3.76K	0.02%	443
2024 Q3	$655K	Buy	62,013 +343	+0.6%	+$3.65K	0.02%	421
2024 Q2	$645K	Sell	61,670 -3,024	-5%	-$30.6K	0.02%	407
2024 Q1	$650K	Buy	64,694 +296	+0.5%	+$3.01K	0.03%	392
2023 Q4	$642K	Buy	64,398 +256	+0.4%	+$2.42K	0.03%	368
2023 Q3	$555K	Buy	64,142 +2,613	+4%	+$25.3K	0.03%	382
2023 Q2	$607K	Sell	61,529 -10,256	-14%	-$103K	0.03%	373
2023 Q1	$722K	Buy	71,785 +8,929	+14%	+$91.9K	0.04%	315
2022 Q4	$664K	Buy	62,856 +98	+0.2%	+$971	0.04%	321
2022 Q3	$594K	Buy	62,758 +1,214	+2%	+$12.9K	0.04%	307
2022 Q2	$677K	Buy	61,544 +3,997	+7%	+$43.4K	0.05%	286
2022 Q1	$603K	Sell	57,547 -11,259	-16%	-$138K	0.05%	284
2021 Q4	$823K	Buy	68,806 +1,661	+2%	+$21.9K	0.06%	253
2021 Q3	$909K	Sell	67,145 -9,059	-12%	-$123K	0.06%	238
2021 Q2	$1.02M	Buy	76,204 +55,319	+265%	+$741K	0.08%	206
2021 Q1	$277K	Buy	+20,885	New	+$270K	0.02%	417