Meadow Creek Wealth Advisors’s Western Asset Investment Grade Income Fund PAI Stock Holding History

Meadow Creek Wealth Advisors’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 Q2	$317K	Sell	26,130 -273	-1%	-$3.32K	0.19%	101
2026 Q1	$319K	Sell	26,403 -80	-0.3%	-$998	0.21%	101
2025 Q4	$331K	Sell	26,483 -2,783	-10%	-$34.9K	0.21%	94
2025 Q3	$371K	Hold	29,266	–	–	0.25%	80
2025 Q2	$380K	Hold	29,266	–	–	0.26%	79
2025 Q1	$376K	Sell	29,266 -266	-0.9%	-$3.35K	0.28%	74
2024 Q4	$369K	Hold	29,532	–	–	0.27%	80
2024 Q3	$380K	Sell	29,532 -170	-0.6%	-$2.12K	0.3%	79
2024 Q2	$359K	Sell	29,702 -83	-0.3%	-$996	0.34%	76
2024 Q1	$363K	Sell	29,785 -100	-0.3%	-$1.2K	0.25%	90
2023 Q4	$360K	Buy	+29,885	New	+$340K	0.35%	68
2022 Q3	$373K	Sell	33,318 -80	-0.2%	-$976	0.49%	52
2022 Q2	$403K	Hold	33,398	–	–	0.5%	53
2022 Q1	$455K	Buy	33,398 +4,515	+16%	+$63.2K	0.49%	54
2021 Q4	$451K	Buy	+28,883	New	+$458K	0.43%	59
2019 Q4	$488K	Buy	+31,437	New	+$502K	0.68%	50

Other funds holding PAI

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

HWAM

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Meadow Creek Wealth Advisors's PAI Position: Q2 2026 in Review

Meadow Creek Wealth Advisors reduced its Western Asset Investment Grade Income Fund (PAI) stake by 1% in Q2 2026, selling an estimated $3.32K and leaving 26,130 shares worth $317K. The position accounts for 0.19% of the portfolio, ranked #101.

Meadow Creek Wealth Advisors first reported a position in PAI in Q4 2019 and has held it in 16 quarters since. The position peaked at $488K in Q4 2019. 38 funds tracked by Wall St. Rank hold PAI as of Q2 2026.

Meadow Creek Wealth Advisors held 26,130 shares of Western Asset Investment Grade Income Fund worth $317K as of Q2 2026.
Meadow Creek Wealth Advisors sold 273 Western Asset Investment Grade Income Fund shares in Q2 2026, an estimated $3.32K.
Western Asset Investment Grade Income Fund made up 0.19% of Meadow Creek Wealth Advisors's portfolio in Q2 2026, its #101 holding.
Meadow Creek Wealth Advisors first reported a position in Western Asset Investment Grade Income Fund in Q4 2019 and has held it in 16 quarters since.
Meadow Creek Wealth Advisors's Western Asset Investment Grade Income Fund position peaked at $488K in Q4 2019.
38 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q2 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.