IWC
IGI

Integrated Wealth Concepts’s Western Asset Investment Grade Defined Opportunity Trust IGI Stock Holding History

Integrated Wealth Concepts’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 		$24.8K Buy
+1,540
New +$24.8K ﹤0.01% 3912

Other funds holding IGI

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Integrated Wealth Concepts's IGI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Western Asset Investment Grade Defined Opportunity Trust (IGI) in Q2 2026: 1,540 shares worth $24.8K. The stake represents ﹤0.01% of the portfolio and ranks #3912 among its holdings.

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

  • Integrated Wealth Concepts held 1,540 shares of Western Asset Investment Grade Defined Opportunity Trust worth $24.8K as of Q2 2026.
  • Western Asset Investment Grade Defined Opportunity Trust was a new Integrated Wealth Concepts position in Q2 2026.
  • Western Asset Investment Grade Defined Opportunity Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3912 holding.
  • 29 funds tracked by Wall St. Rank held Western Asset Investment Grade Defined Opportunity Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.