Capital Planning Advisors’s Western Asset Total Return ETF WBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$1.12M Buy
2021
Q3
$1.25M Buy
2021
Q2
$1.24M Buy
2021
Q1
$1.09M Sell
2020
Q4
$1.27M Sell
2020
Q3
$1.29M Buy
2020
Q2
$968K Buy
2020
Q1
$539K Buy