Bill Few Associates’s Western Asset Total Return ETF WBND Stock Holding History

Bill Few Associates’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 Q4	–	Sell	-20,885	Closed	-$434K	–	185
2024 Q3	$434K	Sell	20,885 -693	-3%	-$14.2K	0.15%	110
2024 Q2	$430K	Buy	21,578 +400	+2%	+$7.93K	0.17%	105
2024 Q1	$427K	Buy	21,178 +750	+4%	+$15.2K	0.17%	97
2023 Q4	$422K	Hold	20,428	–	–	0.19%	95
2023 Q3	$396K	Buy	20,428 +5,000	+32%	+$100K	0.21%	88
2023 Q2	$316K	Buy	+15,428	New	+$318K	0.16%	102

Other funds holding WBND

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return

Bill Few Associates's WBND Position: Q4 2024 in Review

Bill Few Associates sold out of Western Asset Total Return ETF (WBND) in Q4 2024, closing a stake of 20,885 shares — an estimated $434K sold.

Bill Few Associates first reported a position in WBND in Q2 2023 and held it in 6 quarters. The position peaked at $434K in Q3 2024. 15 funds tracked by Wall St. Rank hold WBND as of Q4 2024.

Bill Few Associates reported no remaining Western Asset Total Return ETF position as of Q4 2024 after selling out during the quarter.
Bill Few Associates sold 20,885 Western Asset Total Return ETF shares in Q4 2024, an estimated $434K.
Bill Few Associates first reported a position in Western Asset Total Return ETF in Q2 2023 and held it in 6 quarters.
Bill Few Associates's Western Asset Total Return ETF position peaked at $434K in Q3 2024.
15 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q4 2024.

Based on Bill Few Associates's 13F filing for Q4 2024, filed 17 Jan 2025.