Karpus Management, Inc.
Position in IGI — Western Asset Investment Grade Opportunity Trust Inc.
CIK 1048703
Pittsford, NY
Position in IGI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,522,238
+$2,354,266 QoQ
Shares Held
529,003
+38.0% QoQ
Ownership
8.83%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2
of 29 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IGI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Karpus Management, Inc. holds $1,412,588,456 across 71 Asset Management names. IGI ranks #42 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MHD |
Blackrock Muniholdings Fund, Inc.
|
19,816,954 | $235,821,752 | |
| 2 | BTT |
BlackRock Municipal 2030 Target Term Trust
|
4,641,247 | $105,588,369 | |
| 3 | MYN |
Blackrock Muniyield New York Quality Fund, Inc.
|
7,938,637 | $80,577,165 | |
| 4 | WIA |
Western Asset Inflation-Linked Income Fund
|
8,648,798 | $70,314,727 | |
| 5 | MYI |
Blackrock Muniyield Quality Fund III, Inc.
|
5,442,103 | $60,461,764 | |
| 6 | FINS |
Angel Oak Financial Strategies Income Term Trust
|
4,654,677 | $59,579,865 | |
| 7 | MUC |
Blackrock Muniholdings California Quality Fund, Inc.
|
4,603,531 | $50,592,805 | |
| 8 | NBXG |
Neuberger Next Generation Connectivity Fund Inc.
|
2,981,177 | $49,308,667 |
All Filings in IGI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,522,238 | 529,003 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,167,972 | 383,342 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,813,894 | 109,933 | Shares | Sole | 2026-02-17 | |
| 2024-09-30 | $10,487,538 | 582,641 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,372,274 | 607,276 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,698,064 | 560,906 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $348,752 | 19,838 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $314,035 | 19,838 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $323,756 | 19,838 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $335,857 | 19,838 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $324,997 | 19,963 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $305,433 | 19,963 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $343,523 | 20,363 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $189,072 | 10,100 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $216,414 | 9,900 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $218,691 | 9,900 | Shares | Sole | 2022-02-11 | |
| 2020-03-31 | $201,492 | 10,752 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||