Comerica Bank
IGI

Comerica Bank’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

Comerica Bank’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
2025
Q4 		– Sell
-1,900
Closed -$31.7K – 3761
2025
Q3 		$31.7K Hold
1,900
– – ﹤0.01% 2972
2025
Q2 		$31.5K Hold
1,900
– – ﹤0.01% 2940
2025
Q1 		$31.5K Buy
1,900
+700
+58% +$11.6K ﹤0.01% 2914
2024
Q4 		$19.6K Hold
1,200
– – ﹤0.01% 3035
2024
Q3 		$21.6K Hold
1,200
– – ﹤0.01% 3021
2024
Q2 		$20.5K Hold
1,200
– – ﹤0.01% 2985
2024
Q1 		$20.7K Sell
1,200
-1,200
-50% -$20.6K ﹤0.01% 3028
2023
Q4 		$42.2K Buy
2,400
+1,200
+100% +$19.4K ﹤0.01% 2772
2023
Q3 		$19K Buy
+1,200
New +$19.5K ﹤0.01% 3019

Other funds holding IGI

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Comerica Bank's IGI Position: Q4 2025 in Review

Comerica Bank sold out of Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q4 2025, closing a stake of 1,900 shares — an estimated $31.7K sold.

Comerica Bank first reported a position in IGI in Q3 2023 and held it in 9 quarters. The position peaked at $42.2K in Q4 2023. 26 funds tracked by Wall St. Rank hold IGI as of Q4 2025.

  • Comerica Bank reported no remaining Western Asset Investment Grade Defined Opportunity Trust position as of Q4 2025 after selling out during the quarter.
  • Comerica Bank sold 1,900 Western Asset Investment Grade Defined Opportunity Trust shares in Q4 2025, an estimated $31.7K.
  • Comerica Bank first reported a position in Western Asset Investment Grade Defined Opportunity Trust in Q3 2023 and held it in 9 quarters.
  • Comerica Bank's Western Asset Investment Grade Defined Opportunity Trust position peaked at $42.2K in Q4 2023.
  • 26 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q4 2025.

Based on Comerica Bank's 13F filing for Q4 2025, filed 29 Jan 2026.