Destiny Wealth Partners’s Western Asset Total Return ETF WBND Stock Holding History

Destiny Wealth Partners’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	-9,723	Closed	-$202K	–	177
2024 Q3	$202K	Buy	+9,723	New	+$199K	0.04%	160
2023 Q2	–	Sell	-15,995	Closed	-$332K	–	196
2023 Q1	$332K	Hold	15,995	–	–	0.07%	124
2022 Q4	$322K	Hold	15,995	–	–	0.07%	136
2022 Q3	$310K	Hold	15,995	–	–	0.07%	118
2022 Q2	$336K	Sell	15,995 -240,870	-94%	-$5.22M	0.07%	109
2022 Q1	$5.89M	Buy	256,865 +27,736	+12%	+$682K	1.15%	29
2021 Q4	$6.01M	Buy	229,129 +165,434	+260%	+$4.4M	1.16%	33
2021 Q3	$6.02M	Sell	63,695 -4,709	-7%	-$451K	1.21%	31
2021 Q2	$6.55M	Buy	68,404 +621	+0.9%	+$59.2K	1.25%	27
2021 Q1	$6.38M	Sell	67,783 -429	-0.6%	-$41.3K	1.33%	24
2020 Q4	$6.76M	Buy	+68,212	New	+$6.83M	1.41%	20

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

Destiny Wealth Partners's WBND Position: Q4 2024 in Review

Destiny Wealth Partners sold out of Western Asset Total Return ETF (WBND) in Q4 2024, closing a stake of 9,723 shares — an estimated $202K sold.

Destiny Wealth Partners first reported a position in WBND in Q4 2020 and held it in 11 quarters. The position peaked at $6.76M in Q4 2020. 15 funds tracked by Wall St. Rank hold WBND as of Q4 2024.

Destiny Wealth Partners reported no remaining Western Asset Total Return ETF position as of Q4 2024 after selling out during the quarter.
Destiny Wealth Partners sold 9,723 Western Asset Total Return ETF shares in Q4 2024, an estimated $202K.
Destiny Wealth Partners first reported a position in Western Asset Total Return ETF in Q4 2020 and held it in 11 quarters.
Destiny Wealth Partners's Western Asset Total Return ETF position peaked at $6.76M in Q4 2020.
15 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q4 2024.

Based on Destiny Wealth Partners's 13F filing for Q4 2024, filed 24 Jan 2025.