BRWA
WBND

B. Riley Wealth Advisors’s Western Asset Total Return ETF WBND Stock Holding History

B. Riley Wealth Advisors’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
Q3 		– Sell
-18,528
Closed -$390K – 1539
2022
Q2 		$390K Buy
18,528
+128
+0.7% +$2.77K 0.02% 757
2022
Q1 		$423K Sell
18,400
-1,952
-10% -$48K 0.01% 837
2021
Q4 		$534K Buy
20,352
+19,071
+1,489% +$507K 0.02% 776
2021
Q3 		$426K Buy
+1,281
New +$123K 0.01% 861

Other funds holding WBND

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

B. Riley Wealth Advisors's WBND Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of Western Asset Total Return ETF (WBND) in Q3 2022, closing a stake of 18,528 shares — an estimated $390K sold.

B. Riley Wealth Advisors first reported a position in WBND in Q3 2021 and held it in 4 quarters. The position peaked at $534K in Q4 2021. 27 funds tracked by Wall St. Rank hold WBND as of Q3 2022.

  • B. Riley Wealth Advisors reported no remaining Western Asset Total Return ETF position as of Q3 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 18,528 Western Asset Total Return ETF shares in Q3 2022, an estimated $390K.
  • B. Riley Wealth Advisors first reported a position in Western Asset Total Return ETF in Q3 2021 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Western Asset Total Return ETF position peaked at $534K in Q4 2021.
  • 27 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.