IWP
WBND

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

IAG 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
2022
Q4 		– Sell
-2,388
Closed -$46K – 488
2022
Q3 		$46K Sell
2,388
-28,611
-92% -$601K 0.02% 132
2022
Q2 		$652K Buy
30,999
+20,036
+183% +$434K 0.21% 46
2022
Q1 		$252K Buy
+10,963
New +$269K 0.08% 55

Other funds holding WBND

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AT
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IAG Wealth Partners's WBND Position: Q4 2022 in Review

IAG Wealth Partners sold out of Western Asset Total Return ETF (WBND) in Q4 2022, closing a stake of 2,388 shares — an estimated $46K sold.

IAG Wealth Partners first reported a position in WBND in Q1 2022 and held it in 3 quarters. The position peaked at $652K in Q2 2022. 28 funds tracked by Wall St. Rank hold WBND as of Q4 2022.

  • IAG Wealth Partners reported no remaining Western Asset Total Return ETF position as of Q4 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 2,388 Western Asset Total Return ETF shares in Q4 2022, an estimated $46K.
  • IAG Wealth Partners first reported a position in Western Asset Total Return ETF in Q1 2022 and held it in 3 quarters.
  • IAG Wealth Partners's Western Asset Total Return ETF position peaked at $652K in Q2 2022.
  • 28 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q4 2022.

Based on IAG Wealth Partners's 13F filing for Q4 2022, filed 8 Feb 2023.