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Meriwether Wealth & Planning’s Western Asset High Income Fund II HIX Stock Holding History

Meriwether Wealth & Planning’s Portfolio HIX Stock Details HIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.53K Buy
+1,000
New +$3.87K ﹤0.01% 570

Other funds holding HIX

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Meriwether Wealth & Planning's HIX Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Western Asset High Income Fund II (HIX) in Q3 2026: 1,000 shares worth $3.53K. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings.

7 funds tracked by Wall St. Rank hold HIX as of Q3 2026.

  • Meriwether Wealth & Planning held 1,000 shares of Western Asset High Income Fund II worth $3.53K as of Q3 2026.
  • Western Asset High Income Fund II was a new Meriwether Wealth & Planning position in Q3 2026.
  • Western Asset High Income Fund II made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #570 holding.
  • 7 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.