AWS
WBND

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

Atria Wealth Solutions’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
2022
Q2 		– Sell
-9,300
Closed -$213K – 1902
2022
Q1 		$213K Buy
+9,300
New +$229K ﹤0.01% 1555

Other funds holding WBND

MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atria Wealth Solutions's WBND Position: Q2 2022 in Review

Atria Wealth Solutions sold out of Western Asset Total Return ETF (WBND) in Q2 2022, closing a stake of 9,300 shares — an estimated $213K sold.

Atria Wealth Solutions first reported a position in WBND in Q1 2022 and held it in 1 quarter. The position peaked at $213K in Q1 2022. 29 funds tracked by Wall St. Rank hold WBND as of Q2 2022.

  • Atria Wealth Solutions reported no remaining Western Asset Total Return ETF position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 9,300 Western Asset Total Return ETF shares in Q2 2022, an estimated $213K.
  • Atria Wealth Solutions first reported a position in Western Asset Total Return ETF in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's Western Asset Total Return ETF position peaked at $213K in Q1 2022.
  • 29 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.