GSWM
HIX

Golden State Wealth Management’s Western Asset High Income Fund II HIX Stock Holding History

Golden State Wealth Management’s Portfolio HIX Stock Details HIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.18K Hold
2,056
– – ﹤0.01% 1126
2025
Q4 		$8.55K Hold
2,056
– – ﹤0.01% 1144
2025
Q3 		$8.94K Hold
2,056
– – ﹤0.01% 1126
2025
Q2 		$8.82K Hold
2,056
– – ﹤0.01% 1102
2025
Q1 		$8.59K Hold
2,056
– – ﹤0.01% 1034
2024
Q4 		$8.66K Buy
+2,056
New +$9.08K ﹤0.01% 997
2020
Q4 		– Sell
-2,056
Closed -$13K – 316
2020
Q3 		$13K Buy
+2,056
New +$13.5K ﹤0.01% 394
2020
Q2 		– Sell
-2,056
Closed -$10K – 501
2020
Q1 		$10K Buy
+2,056
New +$13K ﹤0.01% 620
2019
Q4 		– Sell
-2,056
Closed -$14K – 432
2019
Q3 		$14K Hold
2,056
– – ﹤0.01% 680
2019
Q2 		$14K Hold
2,056
– – ﹤0.01% 678
2019
Q1 		$13K Buy
+2,056
New +$13K ﹤0.01% 718

Other funds holding HIX

UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GA
GraniteShares Advisors New York $139M AUM 0.56% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return