Cambridge Investment Research Advisors’s Western Asset Total Return ETF WBND Stock Holding History

Cambridge Investment Research 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
2023 Q1	–	Sell	-41,940	Closed	-$843K	–	3264
2022 Q4	$843K	Sell	41,940 -1,106	-3%	-$21.9K	﹤0.01%	1629
2022 Q3	$834K	Sell	43,046 -3,411	-7%	-$71.7K	﹤0.01%	1597
2022 Q2	$977K	Sell	46,457 -759	-2%	-$16.4K	0.01%	1501
2022 Q1	$1.08M	Buy	47,216 +6,814	+17%	+$167K	0.01%	1521
2021 Q4	$1.06M	Buy	40,402 +31,657	+362%	+$841K	﹤0.01%	1541
2021 Q3	$827K	Buy	8,745 +2,441	+39%	+$234K	﹤0.01%	1682
2021 Q2	$603K	Buy	6,304 +4,133	+190%	+$394K	﹤0.01%	1909
2021 Q1	$205K	Buy	+2,171	New	+$209K	﹤0.01%	2608

Other funds holding WBND

LWMNY

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

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

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors's WBND Position: Q1 2023 in Review

Cambridge Investment Research Advisors sold out of Western Asset Total Return ETF (WBND) in Q1 2023, closing a stake of 41,940 shares — an estimated $843K sold.

Cambridge Investment Research Advisors first reported a position in WBND in Q1 2021 and held it in 8 quarters. The position peaked at $1.08M in Q1 2022. 23 funds tracked by Wall St. Rank hold WBND as of Q1 2023.

Cambridge Investment Research Advisors reported no remaining Western Asset Total Return ETF position as of Q1 2023 after selling out during the quarter.
Cambridge Investment Research Advisors sold 41,940 Western Asset Total Return ETF shares in Q1 2023, an estimated $843K.
Cambridge Investment Research Advisors first reported a position in Western Asset Total Return ETF in Q1 2021 and held it in 8 quarters.
Cambridge Investment Research Advisors's Western Asset Total Return ETF position peaked at $1.08M in Q1 2022.
23 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q1 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2023, filed 11 May 2023.