Kohmann Bosshard Financial Services’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Kohmann Bosshard Financial Services’s Portfolio PAI Stock Details PAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,939	Closed	-$24.2K	–	484
2025 Q4	$24.2K	Buy	+1,939	New	+$24.3K	﹤0.01%	698
2025 Q1	–	Sell	-1,939	Closed	-$24.3K	–	636
2024 Q4	$24.3K	Buy	+1,939	New	+$24.5K	﹤0.01%	417

Other funds holding PAI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kohmann Bosshard Financial Services's PAI Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Western Asset Investment Grade Income Fund (PAI) in Q1 2026, closing a stake of 1,939 shares — an estimated $24.2K sold.

Kohmann Bosshard Financial Services first reported a position in PAI in Q4 2024 and held it in 2 quarters. The position peaked at $24.3K in Q4 2024. 32 funds tracked by Wall St. Rank hold PAI as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining Western Asset Investment Grade Income Fund position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 1,939 Western Asset Investment Grade Income Fund shares in Q1 2026, an estimated $24.2K.
Kohmann Bosshard Financial Services first reported a position in Western Asset Investment Grade Income Fund in Q4 2024 and held it in 2 quarters.
Kohmann Bosshard Financial Services's Western Asset Investment Grade Income Fund position peaked at $24.3K in Q4 2024.
32 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.