FAIM
WBND

Financial Advocates Investment Management’s Western Asset Total Return ETF WBND Stock Holding History

Financial Advocates Investment Management’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
Q1 		– Sell
-35,873
Closed -$905K – 811
2023
Q4 		$905K Buy
35,873
+12,555
+54% +$247K 0.06% 307
2023
Q3 		$452K Buy
+23,318
New +$467K 0.03% 438

Other funds holding WBND

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $418M AUM 18.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CSPAM
Cary Street Partners Asset Management Richmond, Virginia $759M AUM 25.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Financial Advocates Investment Management's WBND Position: Q1 2024 in Review

Financial Advocates Investment Management sold out of Western Asset Total Return ETF (WBND) in Q1 2024, closing a stake of 35,873 shares — an estimated $905K sold.

Financial Advocates Investment Management first reported a position in WBND in Q3 2023 and held it in 2 quarters. The position peaked at $905K in Q4 2023. 20 funds tracked by Wall St. Rank hold WBND as of Q1 2024.

  • Financial Advocates Investment Management reported no remaining Western Asset Total Return ETF position as of Q1 2024 after selling out during the quarter.
  • Financial Advocates Investment Management sold 35,873 Western Asset Total Return ETF shares in Q1 2024, an estimated $905K.
  • Financial Advocates Investment Management first reported a position in Western Asset Total Return ETF in Q3 2023 and held it in 2 quarters.
  • Financial Advocates Investment Management's Western Asset Total Return ETF position peaked at $905K in Q4 2023.
  • 20 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q1 2024.

Based on Financial Advocates Investment Management's 13F filing for Q1 2024, filed 1 May 2024.