BCMLT
WEA

Beacon Capital Management LLC (Tennessee)’s Western Asset Premier Bond Fund WEA Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio WEA Stock Details WEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,419
Closed -$37.1K – 1015
2025
Q2 		$37.1K Hold
3,419
– – 0.01% 396
2025
Q1 		$38.3K Hold
3,419
– – 0.01% 357
2024
Q4 		$36.8K Hold
3,419
– – ﹤0.01% 354
2024
Q3 		$38.6K Hold
3,419
– – 0.01% 363
2024
Q2 		$35.9K Hold
3,419
– – 0.01% 340
2024
Q1 		$36.4K Sell
3,419
-2
-0.1% -$22 0.01% 348
2023
Q4 		$34.5K Sell
3,421
-29
-0.8% -$300 0.01% 290
2023
Q3 		$35.2K Hold
3,450
– – 0.01% 309
2023
Q2 		$35.2K Hold
3,450
– – 0.01% 309
2023
Q1 		$35.2K Hold
3,450
– – 0.01% 274
2022
Q4 		$36.7K Hold
3,450
– – 0.01% 271
2022
Q3 		$37K Hold
3,450
– – 0.01% 254
2022
Q2 		$41K Hold
3,450
– – 0.01% 274
2022
Q1 		$41K Buy
+3,450
New +$43.9K 0.01% 274

Other funds holding WEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s WEA Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Western Asset Premier Bond Fund (WEA) in Q3 2025, closing a stake of 3,419 shares — an estimated $37.1K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in WEA in Q1 2022 and held it in 14 quarters. The position peaked at $41K in Q2 2022. 39 funds tracked by Wall St. Rank hold WEA as of Q3 2025.

  • Beacon Capital Management LLC (Tennessee) reported no remaining Western Asset Premier Bond Fund position as of Q3 2025 after selling out during the quarter.
  • Beacon Capital Management LLC (Tennessee) sold 3,419 Western Asset Premier Bond Fund shares in Q3 2025, an estimated $37.1K.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Western Asset Premier Bond Fund in Q1 2022 and held it in 14 quarters.
  • Beacon Capital Management LLC (Tennessee)'s Western Asset Premier Bond Fund position peaked at $41K in Q2 2022.
  • 39 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.