IAA
MHF

Independent Advisor Alliance’s Western Asset Municipal High Income Fund MHF Stock Holding History

Independent Advisor Alliance’s Portfolio MHF Stock Details MHF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,890
Closed -$128K – 1153
2024
Q4 		$128K Buy
+18,890
New +$134K ﹤0.01% 1317

Other funds holding MHF

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Independent Advisor Alliance's MHF Position: Q1 2025 in Review

Independent Advisor Alliance sold out of Western Asset Municipal High Income Fund (MHF) in Q1 2025, closing a stake of 18,890 shares — an estimated $128K sold.

Independent Advisor Alliance first reported a position in MHF in Q4 2024 and held it in 1 quarter. The position peaked at $128K in Q4 2024. 44 funds tracked by Wall St. Rank hold MHF as of Q1 2025.

  • Independent Advisor Alliance reported no remaining Western Asset Municipal High Income Fund position as of Q1 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 18,890 Western Asset Municipal High Income Fund shares in Q1 2025, an estimated $128K.
  • Independent Advisor Alliance first reported a position in Western Asset Municipal High Income Fund in Q4 2024 and held it in 1 quarter.
  • Independent Advisor Alliance's Western Asset Municipal High Income Fund position peaked at $128K in Q4 2024.
  • 44 funds tracked by Wall St. Rank held Western Asset Municipal High Income Fund as of Q1 2025.

Based on Independent Advisor Alliance's 13F filing for Q1 2025, filed 12 May 2025.