Encompass More Asset Management’s Western Asset Short Duration Income ETF WINC Stock Holding History

Encompass More Asset Management’s Portfolio WINC Stock Details WINC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-106,634	Closed	-$2.59M	–	278
2025 Q2	$2.59M	Buy	106,634 +2,850	+3%	+$68.7K	0.61%	39
2025 Q1	$2.51M	Buy	103,784 +13,130	+14%	+$316K	0.75%	39
2024 Q4	$2.17M	Buy	90,654 +10,118	+13%	+$243K	0.72%	37
2024 Q3	$1.96M	Buy	+80,536	New	+$1.94M	0.75%	39

Encompass More Asset Management's WINC Position: Q3 2025 in Review

Encompass More Asset Management sold out of Western Asset Short Duration Income ETF (WINC) in Q3 2025, closing a stake of 106,634 shares — an estimated $2.59M sold.

Encompass More Asset Management first reported a position in WINC in Q3 2024 and held it in 4 quarters. The position peaked at $2.59M in Q2 2025. 0 funds tracked by Wall St. Rank hold WINC as of Q3 2025.

Encompass More Asset Management reported no remaining Western Asset Short Duration Income ETF position as of Q3 2025 after selling out during the quarter.
Encompass More Asset Management sold 106,634 Western Asset Short Duration Income ETF shares in Q3 2025, an estimated $2.59M.
Encompass More Asset Management first reported a position in Western Asset Short Duration Income ETF in Q3 2024 and held it in 4 quarters.
Encompass More Asset Management's Western Asset Short Duration Income ETF position peaked at $2.59M in Q2 2025.
0 funds tracked by Wall St. Rank held Western Asset Short Duration Income ETF as of Q3 2025.

Based on Encompass More Asset Management's 13F filing for Q3 2025, filed 17 Oct 2025.