Belpointe Asset Management’s Western Asset Total Return ETF WBND Stock Holding History

Belpointe Asset Management’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
2023 Q2	–	Sell	-137	Closed	-$2.85K	–	3349
2023 Q1	$2.85K	Hold	137	–	–	﹤0.01%	3212
2022 Q4	$2.75K	Buy	+137	New	+$2.71K	﹤0.01%	3154

Other funds holding WBND

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWMNY

Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Belpointe Asset Management's WBND Position: Q2 2023 in Review

Belpointe Asset Management sold out of Western Asset Total Return ETF (WBND) in Q2 2023, closing a stake of 137 shares — an estimated $2.85K sold.

Belpointe Asset Management first reported a position in WBND in Q4 2022 and held it in 2 quarters. The position peaked at $2.85K in Q1 2023. 21 funds tracked by Wall St. Rank hold WBND as of Q2 2023.

Belpointe Asset Management reported no remaining Western Asset Total Return ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 137 Western Asset Total Return ETF shares in Q2 2023, an estimated $2.85K.
Belpointe Asset Management first reported a position in Western Asset Total Return ETF in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Western Asset Total Return ETF position peaked at $2.85K in Q1 2023.
21 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.