Guardian Wealth Management (Illinois)’s Western Asset Managed Municipals Fund MMU Stock Holding History

Guardian Wealth Management (Illinois)’s Portfolio MMU Stock Details MMU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-667	Closed	-$6.87K	–	148
2025 Q1	$6.87K	Sell	667 -1	-0.1%	-$10	﹤0.01%	179
2024 Q4	$6.81K	Hold	668	–	–	﹤0.01%	183
2024 Q3	$7.24K	Hold	668	–	–	0.01%	187
2024 Q2	$6.91K	Hold	668	–	–	0.01%	180
2024 Q1	$6.98K	Hold	668	–	–	0.01%	179
2023 Q4	$6.79K	Buy	+668	New	+$6.3K	0.01%	182

Other funds holding MMU

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s MMU Position: Q2 2025 in Review

Guardian Wealth Management (Illinois) sold out of Western Asset Managed Municipals Fund (MMU) in Q2 2025, closing a stake of 667 shares — an estimated $6.87K sold.

Guardian Wealth Management (Illinois) first reported a position in MMU in Q4 2023 and held it in 6 quarters. The position peaked at $7.24K in Q3 2024. 115 funds tracked by Wall St. Rank hold MMU as of Q2 2025.

Guardian Wealth Management (Illinois) reported no remaining Western Asset Managed Municipals Fund position as of Q2 2025 after selling out during the quarter.
Guardian Wealth Management (Illinois) sold 667 Western Asset Managed Municipals Fund shares in Q2 2025, an estimated $6.87K.
Guardian Wealth Management (Illinois) first reported a position in Western Asset Managed Municipals Fund in Q4 2023 and held it in 6 quarters.
Guardian Wealth Management (Illinois)'s Western Asset Managed Municipals Fund position peaked at $7.24K in Q3 2024.
115 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2025.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2025, filed 14 Aug 2025.