UAS
HIX

United Asset Strategies’s Western Asset High Income Fund II HIX Stock Holding History

United Asset Strategies’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
Q2 		$66.7K Hold
16,836
– – ﹤0.01% 257
2026
Q1 		$67K Hold
16,836
– – 0.01% 253
2025
Q4 		$70K Buy
+16,836
New +$71K 0.01% 260

Other funds holding HIX

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
S
Sunpointe St. Louis, Missouri $352M AUM 36.03% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

United Asset Strategies's HIX Position: Q2 2026 in Review

United Asset Strategies held its Western Asset High Income Fund II (HIX) position steady in Q2 2026 at 16,836 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

United Asset Strategies first reported a position in HIX in Q4 2025 and has held it in 3 quarters since. The position peaked at $70K in Q4 2025. 21 funds tracked by Wall St. Rank hold HIX as of Q2 2026.

  • United Asset Strategies held 16,836 shares of Western Asset High Income Fund II worth $66.7K as of Q2 2026.
  • United Asset Strategies left its Western Asset High Income Fund II share count unchanged in Q2 2026.
  • Western Asset High Income Fund II made up ﹤0.01% of United Asset Strategies's portfolio in Q2 2026, its #257 holding.
  • United Asset Strategies first reported a position in Western Asset High Income Fund II in Q4 2025 and has held it in 3 quarters since.
  • United Asset Strategies's Western Asset High Income Fund II position peaked at $70K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Western Asset High Income Fund II as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.