IA
WEA

IFP Advisors’s Western Asset Premier Bond Fund WEA Stock Holding History

IFP Advisors’s Portfolio WEA Stock Details WEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.52K Sell
894
-188
-17% -$2K ﹤0.01% 3428
2026
Q1 		$11.4K Sell
1,082
-9,822
-90% -$108K ﹤0.01% 3089
2025
Q4 		$120K Sell
10,904
-53,091
-83% -$588K ﹤0.01% 1677
2025
Q3 		$719K Sell
63,995
-4,153
-6% -$45.6K 0.02% 727
2025
Q2 		$739K Sell
68,148
-1,977
-3% -$21.2K 0.02% 688
2025
Q1 		$786K Sell
70,125
-8,982
-11% -$98.2K 0.02% 614
2024
Q4 		$852K Sell
79,107
-4,705
-6% -$52K 0.03% 562
2024
Q3 		$945K Buy
83,812
+27,174
+48% +$298K 0.03% 493
2024
Q2 		$594K Buy
56,638
+876
+2% +$9.34K 0.02% 602
2024
Q1 		$593K Buy
55,762
+16,470
+42% +$180K 0.03% 560
2023
Q4 		$424K Buy
39,292
+8,908
+29% +$92.1K 0.02% 637
2023
Q3 		$307K Sell
30,384
-585
-2% -$6.27K 0.01% 768
2023
Q2 		$316K Sell
30,969
-5,373
-15% -$55.5K 0.01% 824
2023
Q1 		$455K Buy
36,342
+7,485
+26% +$79.9K 0.02% 637
2022
Q4 		$362K Sell
28,857
-9,961
-26% -$102K 0.01% 1050
2022
Q3 		$486K Buy
38,818
+8,118
+26% +$88K 0.01% 946
2022
Q2 		$382K Hold
30,700
– – 0.01% 957
2022
Q1 		$382K Buy
+30,700
New +$390K 0.01% 957
2019
Q1 		– Sell
-1,000
Closed -$12K – 3462
2018
Q4 		$12K Sell
1,000
-2,999
-75% -$37K ﹤0.01% 2432
2018
Q3 		$51K Sell
3,999
-995
-20% -$12.6K ﹤0.01% 1889
2018
Q2 		$63K Buy
4,994
+273
+6% +$3.46K ﹤0.01% 1780
2018
Q1 		$65K Hold
4,721
– – ﹤0.01% 1651
2017
Q4 		$65K Buy
4,721
+6
+0.1% +$83 ﹤0.01% 1668
2017
Q3 		$65K Buy
4,715
+1,255
+36% +$17.7K ﹤0.01% 1832
2017
Q2 		$48K Buy
3,460
+3,300
+2,063% +$45K ﹤0.01% 2000
2017
Q1 		$2K Sell
160
-1,500
-90% -$20.1K ﹤0.01% 3705
2016
Q4 		$21K Sell
1,660
-40
-2% -$519 ﹤0.01% 2435
2016
Q3 		$23K Hold
1,700
– – ﹤0.01% 2326
2016
Q2 		$23K Buy
+1,700
New +$21.9K ﹤0.01% 2269

Other funds holding WEA

WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
IPW
Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

IFP Advisors's WEA Position: Q2 2026 in Review

IFP Advisors reduced its Western Asset Premier Bond Fund (WEA) stake by 17% in Q2 2026, selling an estimated $2K and leaving 894 shares worth $9.52K. The position accounts for ﹤0.01% of the portfolio, ranked #3428.

IFP Advisors first reported a position in WEA in Q2 2016 and has held it in 29 quarters since. The position peaked at $945K in Q3 2024. 13 funds tracked by Wall St. Rank hold WEA as of Q2 2026.

  • IFP Advisors held 894 shares of Western Asset Premier Bond Fund worth $9.52K as of Q2 2026.
  • IFP Advisors sold 188 Western Asset Premier Bond Fund shares in Q2 2026, an estimated $2K.
  • Western Asset Premier Bond Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3428 holding.
  • IFP Advisors first reported a position in Western Asset Premier Bond Fund in Q2 2016 and has held it in 29 quarters since.
  • IFP Advisors's Western Asset Premier Bond Fund position peaked at $945K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.