Westside Investment Management, Inc. historic quarter change: USA Everything Else, Sold out
In partnership units, exchange-traded notes and anything else (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Westside Investment Management, Inc. opened 173 positions, added to 56, reduced 9 and sold out of 150.
- Q2 2026: Stock FIDELITY ADVISOR INTERM MUNI INC I; Country of operation —; Class MUNI; Shares before 307,196.
- Q2 2026: Stock THORNBURG INTERMEDIATE MUNICIPAL INST; Country of operation —; Class MUNI; Shares before 152,978.
- Q2 2026: Stock BALANCED POOL; Country of operation —; Class MFO; Shares before 13,158.
- Q2 2026: Stock TRANSAMERICA INTERMEDIATE MUNI I; Country of operation —; Class MUNI; Shares before 112,649.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1538383), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-23); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-17); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-20); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-17); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-19). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2017-03-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q2 2026 | FIDELITY ADVISOR INTERM MUNI INC I
CUSIP 31638R808 | | MUNI | 307,196 | 0 | -307,196 | $3,133,408 | $0 | -$3,133,408 | 2026-07-27 |
|---|
| Q2 2026 | THORNBURG INTERMEDIATE MUNICIPAL INST
CUSIP 885215673 | | MUNI | 152,978 | 0 | -152,978 | $2,010,141 | $0 | -$2,010,141 | 2026-07-27 |
|---|
| Q2 2026 | BALANCED POOL
CUSIP 808516306 | | MFO | 13,158 | 0 | -13,158 | $1,240,847 | $0 | -$1,240,847 | 2026-07-27 |
|---|
| Q2 2026 | TRANSAMERICA INTERMEDIATE MUNI I
CUSIP 89355J581 | | MUNI | 112,649 | 0 | -112,649 | $1,205,345 | $0 | -$1,205,345 | 2026-07-27 |
|---|
| Q2 2026 | EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32
CUSIP 269696PX2 | | BOND | 600,000 | 0 | -600,000 | $624,708 | $0 | -$624,708 | 2026-07-27 |
|---|
| Q2 2026 | JPMORGAN CORE BOND I
CUSIP 4812C0381 | | MUNI | 56,464 | 0 | -56,464 | $584,404 | $0 | -$584,404 | 2026-07-27 |
|---|
| Q2 2026 | AMERICAN CENTURY INTERMTRM TX-FR BD I
CUSIP 024934846 | | MUNI | 48,405 | 0 | -48,405 | $520,361 | $0 | -$520,361 | 2026-07-27 |
|---|
| Q2 2026 | VANGUARD CA INTERM-TERM TAX-EXEMPT ADM
CUSIP 922021407 | | MUNI | 45,185 | 0 | -45,185 | $518,273 | $0 | -$518,273 | 2026-07-27 |
|---|
| Q2 2026 | TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26
CUSIP 87354VBB5 | | BOND | 500,000 | 0 | -500,000 | $507,930 | $0 | -$507,930 | 2026-07-27 |
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| Q2 2026 | FIDELITY ADVISOR INVESTMENT GR BD I
CUSIP 316146869 | | MUNI | 65,786 | 0 | -65,786 | $477,608 | $0 | -$477,608 | 2026-07-27 |
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| Q2 2026 | ARISTOTLE STRATEGIC INCOME I-2
CUSIP 04045F634 | | MUNI | 40,629 | 0 | -40,629 | $426,205 | $0 | -$426,205 | 2026-07-27 |
|---|
| Q2 2026 | HARBOR CORE PLUS INSTITUTIONAL
CUSIP 411511108 | | MUNI | 29,818 | 0 | -29,818 | $303,256 | $0 | -$303,256 | 2026-07-27 |
|---|
| Q2 2026 | KANSAS CITY MO 5 31GO UTX DUE 02/01/31
CUSIP 484873RH9 | | BOND | 270,000 | 0 | -270,000 | $297,461 | $0 | -$297,461 | 2026-07-27 |
|---|
| Q2 2026 | LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27
CUSIP 507207ED6 | | BOND | 260,000 | 0 | -260,000 | $265,538 | $0 | -$265,538 | 2026-07-27 |
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| Q2 2026 | AUBURN ME 4 30GO UTX DUE 11/01/30
CUSIP 050375UM4 | | BOND | 250,000 | 0 | -250,000 | $264,415 | $0 | -$264,415 | 2026-07-27 |
|---|
| Q2 2026 | DEER PK TEX 4 32DB LTX DUE 03/15/32
CUSIP 244111AL4 | | BOND | 250,000 | 0 | -250,000 | $261,712 | $0 | -$261,712 | 2026-07-27 |
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| Q2 2026 | FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31
CUSIP 35880CG81 | United States | BOND | 240,000 | 0 | -240,000 | $250,917 | $0 | -$250,917 | 2026-07-27 |
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| Q2 2026 | ARISTOTLE CORE INCOME I-2
CUSIP 04045F691 | | MUNI | 20,616 | 0 | -20,616 | $199,361 | $0 | -$199,361 | 2026-07-27 |
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| Q2 2026 | DICKSON TENN ELEC S 5 37ELEC UTIL DUE 07/01/37
CUSIP 253507QL4 | | BOND | 160,000 | 0 | -160,000 | $177,572 | $0 | -$177,572 | 2026-07-27 |
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| Q2 2026 | LAWRENCE IND WTRWKS 5 28WTR UTIL DUE 01/01/28
CUSIP 520066JE2 | | BOND | 165,000 | 0 | -165,000 | $170,824 | $0 | -$170,824 | 2026-07-27 |
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| Q2 2026 | BAIRD CORE INTERMEDIATE MUNICPL BD INSTL
CUSIP 057071656 | | MUNI | 14,193 | 0 | -14,193 | $146,477 | $0 | -$146,477 | 2026-07-27 |
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| Q2 2026 | DFA INVESTMENT GRADE I
CUSIP 23320G448 | | MUNI | 14,142 | 0 | -14,142 | $143,545 | $0 | -$143,545 | 2026-07-27 |
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| Q2 2026 | LOWER DAUPHIN PA SC 5 38GO LTX DUE 09/15/38
CUSIP 548108TZ2 | | BOND | 120,000 | 0 | -120,000 | $129,913 | $0 | -$129,913 | 2026-07-27 |
|---|
| Q2 2026 | AUSTIN TEX ELEC UTI 5 36ELEC UTIL DUE 11/15/36
CUSIP 052414WC9 | United States | BOND | 115,000 | 0 | -115,000 | $128,627 | $0 | -$128,627 | 2026-07-27 |
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| Q2 2026 | LAKE HAVASU CITY AR 5 34DB UTX DUE 07/01/34
CUSIP 50989RAM2 | | BOND | 100,000 | 0 | -100,000 | $114,678 | $0 | -$114,678 | 2026-07-27 |
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| Q2 2026 | TALLAHASSEE FLA ENE 5 33COMB UTIL DUE 10/01/33
CUSIP 874476LQ5 | United States | BOND | 100,000 | 0 | -100,000 | $114,134 | $0 | -$114,134 | 2026-07-27 |
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| Q2 2026 | ARLINGTON TEX INDPT 5 35GO UTX DUE 02/15/35
CUSIP 041827AM8 | | BOND | 100,000 | 0 | -100,000 | $114,134 | $0 | -$114,134 | 2026-07-27 |
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| Q2 2026 | INVESCO LIMITED TERM CA MUNICIPAL Y
CUSIP 00141W851 | | MUNI | 34,626 | 0 | -34,626 | $108,035 | $0 | -$108,035 | 2026-07-27 |
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| Q2 2026 | BASTROP TEX 5 29DB LTX DUE 08/01/29
CUSIP 070321RS5 | | BOND | 100,000 | 0 | -100,000 | $106,463 | $0 | -$106,463 | 2026-07-27 |
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| Q2 2026 | DOUBLELINE TOTAL REITURN BOND I
CUSIP 258620103 | United States | MUNI | 11,749 | 0 | -11,749 | $103,746 | $0 | -$103,746 | 2026-07-27 |
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| Q2 2026 | HARVEST-MONROVIA WT 5 29WRSR UTIL DUE 04/01/29
CUSIP 41754MDE0 | | BOND | 50,000 | 0 | -50,000 | $53,175 | $0 | -$53,175 | 2026-07-27 |
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| Q2 2026 | SAN DIEGO CALIF 5 25 27GO UTX DUE 07/01/27
CUSIP 797356EV0 | United States | BOND | 30,000 | 0 | -30,000 | $31,201 | $0 | -$31,201 | 2026-07-27 |
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| Q2 2026 | AMERICAN HIGH-INCOME MUNICIPAL BOND A
CUSIP 026545103 | | MUNI | 967 | 0 | -967 | $14,756 | $0 | -$14,756 | 2026-07-27 |
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| Q2 2026 | HARTFORD WORLD BOND I
CUSIP 41664M235 | | MUNI | 1,316 | 0 | -1,316 | $12,984 | $0 | -$12,984 | 2026-07-27 |
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| Q2 2026 | SAN DIEGO CALIF 5 25 27GO UTX DUE 07/01/27
CUSIP 797356ET5 | United States | BOND | 10,000 | 0 | -10,000 | $10,353 | $0 | -$10,353 | 2026-07-27 |
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| Q2 2026 | FIDELITY U S BOND INDEX
CUSIP 316146356 | United States | MUNI | 9 | 0 | -9 | $99 | $0 | -$99 | 2026-07-27 |
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