MRA Advisory Group’s Western Asset High Income Fund II HIX Stock Holding History

MRA Advisory Group’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	$102K	Buy	28,912 +1,105	+4%	+$4.28K	0.04%	149
2026 Q2	$110K	Buy	27,807 +708	+3%	+$2.81K	0.04%	153
2026 Q1	$108K	Sell	27,099 -74	-0.3%	-$305	0.04%	136
2025 Q4	$113K	Buy	27,173 +482	+2%	+$2.03K	0.05%	131
2025 Q3	$116K	Buy	26,691 +665	+3%	+$2.87K	0.05%	135
2025 Q2	$112K	Hold	26,026	–	–	0.05%	132
2025 Q1	$109K	Buy	26,026 +216	+0.8%	+$929	0.06%	126
2024 Q4	$109K	Buy	25,810 +824	+3%	+$3.64K	0.06%	120
2024 Q3	$113K	Buy	24,986 +596	+2%	+$2.63K	0.06%	114
2024 Q2	$106K	Buy	24,390 +574	+2%	+$2.53K	0.06%	107
2024 Q1	$106K	Buy	23,816 +4,874	+26%	+$22.3K	0.06%	101
2023 Q4	$94K	Buy	18,942 +727	+4%	+$3.32K	0.06%	102
2023 Q3	$81.2K	Buy	18,215 +376	+2%	+$1.82K	0.06%	112
2023 Q2	$87.1K	Buy	+17,839	New	+$84.9K	0.06%	130

Other funds holding HIX

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $883M AUM 33.97% 1-Year Est. Return

Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return

Argyle Capital Partners Los Angeles, California $162M AUM 17.29% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Steinberganna Wealth Management Huntington, New York $233M AUM 22.27% 1-Year Est. Return

MRA Advisory Group's HIX Position: Q3 2026 in Review

MRA Advisory Group increased its Western Asset High Income Fund II (HIX) stake by 4% in Q3 2026, buying an estimated $4.28K and bringing the position to 28,912 shares worth $102K. The position accounts for 0.04% of the portfolio, ranked #149.

MRA Advisory Group first reported a position in HIX in Q2 2023 and has held it in 14 quarters since. The position peaked at $116K in Q3 2025. 19 funds tracked by Wall St. Rank hold HIX as of Q3 2026.

MRA Advisory Group held 28,912 shares of Western Asset High Income Fund II worth $102K as of Q3 2026.
MRA Advisory Group bought 1,105 Western Asset High Income Fund II shares in Q3 2026, an estimated $4.28K.
Western Asset High Income Fund II made up 0.04% of MRA Advisory Group's portfolio in Q3 2026, its #149 holding.
MRA Advisory Group first reported a position in Western Asset High Income Fund II in Q2 2023 and has held it in 14 quarters since.
MRA Advisory Group's Western Asset High Income Fund II position peaked at $116K in Q3 2025.
19 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.