Clear Street’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

Clear Street’s Portfolio IGI Stock Details IGI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.66K	Buy	+289	New	+$4.66K	﹤0.01%	1269

Other funds holding IGI

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HWAM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Clear Street's IGI Position: Q2 2026 in Review

Clear Street opened a new position in Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q2 2026: 289 shares worth $4.66K. The stake represents ﹤0.01% of the portfolio and ranks #1269 among its holdings.

29 funds tracked by Wall St. Rank hold IGI as of Q2 2026.

Clear Street held 289 shares of Western Asset Investment Grade Defined Opportunity Trust worth $4.66K as of Q2 2026.
Western Asset Investment Grade Defined Opportunity Trust was a new Clear Street position in Q2 2026.
Western Asset Investment Grade Defined Opportunity Trust made up ﹤0.01% of Clear Street's portfolio in Q2 2026, its #1269 holding.
29 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q2 2026.

Based on Clear Street's 13F filing for Q2 2026, filed 12 Aug 2026.