Glass Jacobson Investment Advisors’s Western Asset Total Return ETF WBND Stock Holding History

Glass Jacobson Investment Advisors’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
2022 Q4	$12K	Buy	+598	New	+$11.8K	0.01%	493

Other funds holding WBND

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

LWMNY

Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Glass Jacobson Investment Advisors's WBND Position: Q4 2022 in Review

Glass Jacobson Investment Advisors opened a new position in Western Asset Total Return ETF (WBND) in Q4 2022: 598 shares worth $12K. The stake represents 0.01% of the portfolio and ranks #493 among its holdings.

28 funds tracked by Wall St. Rank hold WBND as of Q4 2022.

Glass Jacobson Investment Advisors held 598 shares of Western Asset Total Return ETF worth $12K as of Q4 2022.
Western Asset Total Return ETF was a new Glass Jacobson Investment Advisors position in Q4 2022.
Western Asset Total Return ETF made up 0.01% of Glass Jacobson Investment Advisors's portfolio in Q4 2022, its #493 holding.
28 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q4 2022.

Based on Glass Jacobson Investment Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.