HYI β€” WESTERN ASSET HIGH YIELD DEF

Ownership history in MRA Advisory Group  Β·  6 quarters on record

AI Ownership Summary

MRA Advisory Group reported WESTERN ASSET HIGH YIELD DEF (HYI) in 6 quarterly 13F filings from 2024 Q3 through 2025 Q4. Peak portfolio weight reached 0.07% in 2024 Q3. The latest visible filing shows HYI at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HYI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MRA Advisory Group's position in WESTERN ASSET HIGH YIELD DEF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HYI was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MRA Advisory Group held HYI β€” position size vs. price
% of Fund (quarterly)    HYI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 12,756 +198 +1.6% 0.06% $142K 2026-02-14 (Est.) $11.03
2025 Q3 ADDED 12,558 +954 +8.2% 0.06% $147K 2025-11-07 $10.83
2025 Q2 ADDED 11,604 +95 +0.8% 0.07% $139K 2025-07-08 $11.11
2025 Q1 ADDED 11,509 +35 +0.3% 0.07% $136K 2025-04-11 $10.30
2024 Q4 ADDED 11,474 +476 +4.3% 0.07% $136K 2025-01-14 $10.53
2024 Q3 INITIATED 10,998 β€” β€” 0.07% $136K 2024-10-04 $10.63

FAQ About MRA Advisory Group and HYI

These are the practical questions this page is built to answer before you even open the full history table.

How long has MRA Advisory Group reported owning HYI?

MRA Advisory Group reported HYI across 6 quarterly 13F filings, from 2024 Q3 through 2025 Q4.

What was the largest reported HYI position in MRA Advisory Group's portfolio?

The largest reported portfolio weight for HYI was 0.07% in 2024 Q3.

What is the latest reported HYI position on this page?

The most recent filing on this page is 2025 Q4, when MRA Advisory Group reported 12,756 shares, equal to 0.06% of portfolio, with an estimated market value of $142K.

What does the chart on this HYI ownership page compare?

The chart compares MRA Advisory Group's quarterly HYI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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