HWA
HIX

HHM Wealth Advisors’s Western Asset High Income Fund II HIX Stock Holding History

HHM Wealth Advisors’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
Q2 		$8.91K Hold
2,250
– – ﹤0.01% 646
2026
Q1 		$8.96K Hold
2,250
– – ﹤0.01% 656
2025
Q4 		$9.36K Hold
2,250
– – ﹤0.01% 627
2025
Q3 		$9.79K Hold
2,250
– – ﹤0.01% 642
2025
Q2 		$9.65K Hold
2,250
– – ﹤0.01% 615
2025
Q1 		$9.4K Hold
2,250
– – ﹤0.01% 601
2024
Q4 		$9.47K Hold
2,250
– – ﹤0.01% 597
2024
Q3 		$10.1K Hold
2,250
– – ﹤0.01% 559
2024
Q2 		$9.79K Hold
2,250
– – ﹤0.01% 547
2024
Q1 		$10.1K Hold
2,250
– – ﹤0.01% 518
2023
Q4 		$11.2K Hold
2,250
– – ﹤0.01% 495
2023
Q3 		$10K Hold
2,250
– – ﹤0.01% 505
2023
Q2 		$11K Hold
2,250
– – ﹤0.01% 515
2023
Q1 		$10.9K Hold
2,250
– – ﹤0.01% 511
2022
Q4 		$10.9K Hold
2,250
– – ﹤0.01% 438
2022
Q3 		$10K Hold
2,250
– – ﹤0.01% 437
2022
Q2 		$11K Buy
+2,250
New +$12K ﹤0.01% 517

Other funds holding HIX

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

HHM Wealth Advisors's HIX Position: Q2 2026 in Review

HHM Wealth Advisors held its Western Asset High Income Fund II (HIX) position steady in Q2 2026 at 2,250 shares worth $8.91K. The position accounts for ﹤0.01% of the portfolio, ranked #646.

HHM Wealth Advisors first reported a position in HIX in Q2 2022 and has held it in 17 quarters since. The position peaked at $11.2K in Q4 2023. 22 funds tracked by Wall St. Rank hold HIX as of Q2 2026.

  • HHM Wealth Advisors held 2,250 shares of Western Asset High Income Fund II worth $8.91K as of Q2 2026.
  • HHM Wealth Advisors left its Western Asset High Income Fund II share count unchanged in Q2 2026.
  • Western Asset High Income Fund II made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #646 holding.
  • HHM Wealth Advisors first reported a position in Western Asset High Income Fund II in Q2 2022 and has held it in 17 quarters since.
  • HHM Wealth Advisors's Western Asset High Income Fund II position peaked at $11.2K in Q4 2023.
  • 22 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.