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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-35,873
Closed -$905K 789
2023
Q4
$905K Buy
35,873
+12,555
+54% +$317K 0.06% 307
2023
Q3
$452K Buy
+23,318
New +$452K 0.03% 435