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 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 $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

Meadow Creek Wealth Advisors's PAI Position: Q1 2026 in Review

Meadow Creek Wealth Advisors reduced its Western Asset Investment Grade Income Fund (PAI) stake by 0.3% in Q1 2026, selling an estimated $998 and leaving 26,403 shares worth $319K. The position accounts for 0.21% of the portfolio, ranked #101.

Meadow Creek Wealth Advisors first reported a position in PAI in Q4 2019 and has held it in 15 quarters since. The position peaked at $488K in Q4 2019. 32 funds tracked by Wall St. Rank hold PAI as of Q1 2026.

Meadow Creek Wealth Advisors held 26,403 shares of Western Asset Investment Grade Income Fund worth $319K as of Q1 2026.
Meadow Creek Wealth Advisors sold 80 Western Asset Investment Grade Income Fund shares in Q1 2026, an estimated $998.
Western Asset Investment Grade Income Fund made up 0.21% of Meadow Creek Wealth Advisors's portfolio in Q1 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 15 quarters since.
Meadow Creek Wealth Advisors's Western Asset Investment Grade Income Fund position peaked at $488K in Q4 2019.
32 funds tracked by Wall St. Rank held Western Asset Investment Grade Income Fund as of Q1 2026.

Based on Meadow Creek Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.