Hara Capital’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

Hara Capital’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 Q1	–	Sell	-1,714	Closed	-$28K	–	318
2024 Q4	$28K	Buy	+1,714	New	+$28.9K	0.01%	243
2024 Q3	–	Sell	-204,560	Closed	-$3.49M	–	302
2024 Q2	$3.49M	Buy	204,560 +34,665	+20%	+$586K	2.24%	12
2024 Q1	$2.94M	Buy	169,895 +50,044	+42%	+$860K	1.76%	13
2023 Q4	$2.11M	Buy	+119,851	New	+$1.94M	1.48%	16

Other funds holding IGI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

HWAM

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

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

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

Hara Capital's IGI Position: Q1 2025 in Review

Hara Capital sold out of Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q1 2025, closing a stake of 1,714 shares — an estimated $28K sold.

Hara Capital first reported a position in IGI in Q4 2023 and held it in 4 quarters. The position peaked at $3.49M in Q2 2024. 30 funds tracked by Wall St. Rank hold IGI as of Q1 2025.

Hara Capital reported no remaining Western Asset Investment Grade Defined Opportunity Trust position as of Q1 2025 after selling out during the quarter.
Hara Capital sold 1,714 Western Asset Investment Grade Defined Opportunity Trust shares in Q1 2025, an estimated $28K.
Hara Capital first reported a position in Western Asset Investment Grade Defined Opportunity Trust in Q4 2023 and held it in 4 quarters.
Hara Capital's Western Asset Investment Grade Defined Opportunity Trust position peaked at $3.49M in Q2 2024.
30 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q1 2025.

Based on Hara Capital's 13F filing for Q1 2025, filed 30 Apr 2025.