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Cape Investment Advisory’s Western Asset Bond ETF WABF Stock Holding History

Cape Investment Advisory’s Portfolio WABF Stock Details WABF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.5K Buy
+100
New +$2.5K ﹤0.01% 1200

Other funds holding WABF

EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Cape Investment Advisory's WABF Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Western Asset Bond ETF (WABF) in Q2 2026: 100 shares worth $2.5K. The stake represents ﹤0.01% of the portfolio and ranks #1200 among its holdings.

3 funds tracked by Wall St. Rank hold WABF as of Q2 2026.

  • Cape Investment Advisory held 100 shares of Western Asset Bond ETF worth $2.5K as of Q2 2026.
  • Western Asset Bond ETF was a new Cape Investment Advisory position in Q2 2026.
  • Western Asset Bond ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1200 holding.
  • 3 funds tracked by Wall St. Rank held Western Asset Bond ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.