IFWM
IGI

Institute for Wealth Management’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

Institute for Wealth Management’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
2026
Q2 		$26.2K Buy
+1,625
New +$26.2K ﹤0.01% 1050

Other funds holding IGI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
UPS
UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 1-Year Est. Return
AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Institute for Wealth Management's IGI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q2 2026: 1,625 shares worth $26.2K. The stake represents ﹤0.01% of the portfolio and ranks #1050 among its holdings.

11 funds tracked by Wall St. Rank hold IGI as of Q2 2026.

  • Institute for Wealth Management held 1,625 shares of Western Asset Investment Grade Defined Opportunity Trust worth $26.2K as of Q2 2026.
  • Western Asset Investment Grade Defined Opportunity Trust was a new Institute for Wealth Management position in Q2 2026.
  • Western Asset Investment Grade Defined Opportunity Trust made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1050 holding.
  • 11 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.