AI
WBND

Atria Investments’s Western Asset Total Return ETF WBND Stock Holding History

Atria Investments’s Portfolio WBND Stock Details WBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-223,783
Closed -$4.46M – 2058
2024
Q2 		$4.46M Sell
223,783
-8,337
-4% -$165K 0.06% 374
2024
Q1 		$4.68M Buy
232,120
+1,133
+0.5% +$22.9K 0.06% 355
2023
Q4 		$4.78M Buy
230,987
+45,235
+24% +$889K 0.07% 309
2023
Q3 		$3.6M Buy
+185,752
New +$3.72M 0.06% 369

Other funds holding WBND

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $470M AUM 25.45% 1-Year Est. Return

Atria Investments's WBND Position: Q3 2024 in Review

Atria Investments sold out of Western Asset Total Return ETF (WBND) in Q3 2024, closing a stake of 223,783 shares — an estimated $4.46M sold.

Atria Investments first reported a position in WBND in Q3 2023 and held it in 4 quarters. The position peaked at $4.78M in Q4 2023. 19 funds tracked by Wall St. Rank hold WBND as of Q3 2024.

  • Atria Investments reported no remaining Western Asset Total Return ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 223,783 Western Asset Total Return ETF shares in Q3 2024, an estimated $4.46M.
  • Atria Investments first reported a position in Western Asset Total Return ETF in Q3 2023 and held it in 4 quarters.
  • Atria Investments's Western Asset Total Return ETF position peaked at $4.78M in Q4 2023.
  • 19 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.