TA
HIX

Tactive Advisors’s Western Asset High Income Fund II HIX Stock Holding History

Tactive Advisors’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
2025
Q4 		– Sell
-35,851
Closed -$156K – 266
2025
Q3 		$156K Buy
35,851
+2,213
+7% +$9.54K 0.04% 236
2025
Q2 		$144K Buy
+33,638
New +$139K 0.05% 214

Other funds holding HIX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GA
GraniteShares Advisors New York $156M AUM 1.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Tactive Advisors's HIX Position: Q4 2025 in Review

Tactive Advisors sold out of Western Asset High Income Fund II (HIX) in Q4 2025, closing a stake of 35,851 shares — an estimated $156K sold.

Tactive Advisors first reported a position in HIX in Q2 2025 and held it in 2 quarters. The position peaked at $156K in Q3 2025. 92 funds tracked by Wall St. Rank hold HIX as of Q4 2025.

  • Tactive Advisors reported no remaining Western Asset High Income Fund II position as of Q4 2025 after selling out during the quarter.
  • Tactive Advisors sold 35,851 Western Asset High Income Fund II shares in Q4 2025, an estimated $156K.
  • Tactive Advisors first reported a position in Western Asset High Income Fund II in Q2 2025 and held it in 2 quarters.
  • Tactive Advisors's Western Asset High Income Fund II position peaked at $156K in Q3 2025.
  • 92 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q4 2025.

Based on Tactive Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.