TWPM
HIX

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

Total Wealth Planning & Management’s Portfolio HIX Stock Details HIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$297K Buy
69,215
+3,870
+6% +$16.6K 0.24% 147
2025
Q1 		$273K Buy
65,345
+45,636
+232% +$191K 0.26% 127
2024
Q4 		$83K Buy
+19,709
New +$83K 0.08% 164