ITIM
MMU

Indiana Trust & Investment Management’s Western Asset Managed Municipals Fund MMU Stock Holding History

Indiana Trust & Investment Management’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
2026
Q2 		$521K Hold
50,000
– – 0.14% 103
2026
Q1 		$514K Sell
50,000
-17,913
-26% -$188K 0.16% 100
2025
Q4 		$709K Hold
67,913
– – 0.21% 84
2025
Q3 		$702K Hold
67,913
– – 0.21% 81
2025
Q2 		$672K Buy
67,913
+354
+0.5% +$3.51K 0.22% 82
2025
Q1 		$695K Buy
67,559
+1,044
+2% +$10.8K 0.25% 79
2024
Q4 		$678K Buy
66,515
+1,006
+2% +$10.6K 0.23% 79
2024
Q3 		$710K Buy
65,509
+997
+2% +$10.6K 0.24% 79
2024
Q2 		$668K Hold
64,512
– – 0.25% 77
2024
Q1 		$674K Hold
64,512
– – 0.27% 79
2023
Q4 		$656K Buy
+64,512
New +$609K 0.3% 76

Other funds holding MMU

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RC
Rareview Capital Las Vegas, Nevada $179M AUM 11.14% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
ACA
Ackerman Capital Advisors Dallas, Texas $497M AUM 16.31% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Indiana Trust & Investment Management's MMU Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Western Asset Managed Municipals Fund (MMU) position steady in Q2 2026 at 50,000 shares worth $521K. The position accounts for 0.14% of the portfolio, ranked #103.

Indiana Trust & Investment Management first reported a position in MMU in Q4 2023 and has held it in 11 quarters since. The position peaked at $710K in Q3 2024. 40 funds tracked by Wall St. Rank hold MMU as of Q2 2026.

  • Indiana Trust & Investment Management held 50,000 shares of Western Asset Managed Municipals Fund worth $521K as of Q2 2026.
  • Indiana Trust & Investment Management left its Western Asset Managed Municipals Fund share count unchanged in Q2 2026.
  • Western Asset Managed Municipals Fund made up 0.14% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #103 holding.
  • Indiana Trust & Investment Management first reported a position in Western Asset Managed Municipals Fund in Q4 2023 and has held it in 11 quarters since.
  • Indiana Trust & Investment Management's Western Asset Managed Municipals Fund position peaked at $710K in Q3 2024.
  • 40 funds tracked by Wall St. Rank held Western Asset Managed Municipals Fund as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.