Commonwealth Equity Services
WEA

Commonwealth Equity Services’s Western Asset Premier Bond Fund WEA Stock Holding History

Commonwealth Equity Services’s Portfolio WEA Stock Details WEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$322K Buy
30,453
+1,605
+6% +$17.6K ﹤0.01% 3603
2025
Q4 		$318K Buy
28,848
+68
+0.2% +$754 ﹤0.01% 3604
2025
Q3 		$323K Sell
28,780
-688
-2% -$7.56K ﹤0.01% 3572
2025
Q2 		$320K Sell
29,468
-1,109
-4% -$11.9K ﹤0.01% 3527
2025
Q1 		$343K Buy
30,577
+1,531
+5% +$16.7K ﹤0.01% 3378
2024
Q4 		$313K Buy
29,046
+1,133
+4% +$12.5K ﹤0.01% 3365
2024
Q3 		$315K Buy
27,913
+1,715
+7% +$18.8K ﹤0.01% 3307
2024
Q2 		$275K Buy
26,198
+48
+0.2% +$512 ﹤0.01% 3369
2024
Q1 		$278K Buy
26,150
+4,529
+21% +$49.5K ﹤0.01% 3344
2023
Q4 		$234K Buy
21,621
+427
+2% +$4.42K ﹤0.01% 3382
2023
Q3 		$214K Buy
+21,194
New +$227K ﹤0.01% 3320
2018
Q2 		– Sell
-10,437
Closed -$134K – 2816
2018
Q1 		$134K Sell
10,437
-1,754
-14% -$23.1K ﹤0.01% 2499
2017
Q4 		$168K Sell
12,191
-12,217
-50% -$169K ﹤0.01% 2422
2017
Q3 		$338K Sell
24,408
-301
-1% -$4.24K ﹤0.01% 1883
2017
Q2 		$345K Sell
24,709
-864
-3% -$11.8K ﹤0.01% 1822
2017
Q1 		$341K Buy
25,573
+605
+2% +$8.12K ﹤0.01% 1772
2016
Q4 		$323K Buy
24,968
+1,688
+7% +$21.9K ﹤0.01% 1727
2016
Q3 		$312K Buy
23,280
+10,728
+85% +$147K ﹤0.01% 1686
2016
Q2 		$167K Hold
12,552
– – ﹤0.01% 2016
2016
Q1 		$158K Buy
12,552
+492
+4% +$5.9K ﹤0.01% 1980
2015
Q4 		$147K Sell
12,060
-2,275
-16% -$28.7K ﹤0.01% 1966
2015
Q3 		$178K Buy
+14,335
New +$184K ﹤0.01% 1872
2013
Q4 		– Sell
-10,245
Closed -$145K – 1979
2013
Q3 		$145K Sell
10,245
-1,000
-9% -$14.1K ﹤0.01% 1705
2013
Q2 		$165K Buy
+11,245
New +$179K ﹤0.01% 1616

Other funds holding WEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Commonwealth Equity Services's WEA Position: Q1 2026 in Review

Commonwealth Equity Services increased its Western Asset Premier Bond Fund (WEA) stake by 5.6% in Q1 2026, buying an estimated $17.6K and bringing the position to 30,453 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #3603.

Commonwealth Equity Services first reported a position in WEA in Q2 2013 and has held it in 24 quarters since. The position peaked at $345K in Q2 2017. 35 funds tracked by Wall St. Rank hold WEA as of Q1 2026.

  • Commonwealth Equity Services held 30,453 shares of Western Asset Premier Bond Fund worth $322K as of Q1 2026.
  • Commonwealth Equity Services bought 1,605 Western Asset Premier Bond Fund shares in Q1 2026, an estimated $17.6K.
  • Western Asset Premier Bond Fund made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3603 holding.
  • Commonwealth Equity Services first reported a position in Western Asset Premier Bond Fund in Q2 2013 and has held it in 24 quarters since.
  • Commonwealth Equity Services's Western Asset Premier Bond Fund position peaked at $345K in Q2 2017.
  • 35 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.