IWP
WEA

Insight Wealth Partners’s Western Asset Premier Bond Fund WEA Stock Holding History

Insight Wealth Partners’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
Q1 		$916K Sell
86,574
-8,274
-9% -$90.7K 0.13% 60
2025
Q4 		$1.05M Buy
94,848
+461
+0.5% +$5.11K 0.14% 46
2025
Q3 		$1.06M Buy
94,387
+2,874
+3% +$31.6K 0.32% 44
2025
Q2 		$993K Buy
91,513
+750
+0.8% +$8.03K 0.39% 43
2025
Q1 		$1.02M Buy
90,763
+1,999
+2% +$21.9K 0.17% 42
2024
Q4 		$956K Buy
88,764
+4,469
+5% +$49.4K 0.13% 43
2024
Q3 		$951K Buy
84,295
+1,451
+2% +$15.9K 0.19% 43
2024
Q2 		$869K Sell
82,844
-1,950
-2% -$20.8K 0.15% 37
2024
Q1 		$902K Sell
84,794
-2,145
-2% -$23.4K 0.16% 37
2023
Q4 		$939K Sell
86,939
-1,190
-1% -$12.3K 0.16% 36
2023
Q3 		$889K Buy
88,129
+1,401
+2% +$15K 0.17% 31
2023
Q2 		$884K Buy
86,728
+8,487
+11% +$87.7K 0.2% 35
2023
Q1 		$798K Buy
78,241
+2,739
+4% +$29.2K 0.18% 33
2022
Q4 		$803K Sell
75,502
-3,441
-4% -$35.4K 0.6% 26
2022
Q3 		$773K Sell
78,943
-5,301
-6% -$57.5K 0.73% 27
2022
Q2 		$891K Buy
84,244
+1,787
+2% +$19.9K 0.67% 28
2022
Q1 		$989K Buy
82,457
+11,021
+15% +$140K 0.55% 30
2021
Q4 		$1.02M Buy
71,436
+17,667
+33% +$249K 0.19% 28
2021
Q3 		$759K Buy
53,769
+41,627
+343% +$607K 0.41% 30
2021
Q2 		$179K Buy
+12,142
New +$174K 0.1% 56

Other funds holding WEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Insight Wealth Partners's WEA Position: Q1 2026 in Review

Insight Wealth Partners reduced its Western Asset Premier Bond Fund (WEA) stake by 8.7% in Q1 2026, selling an estimated $90.7K and leaving 86,574 shares worth $916K. The position accounts for 0.13% of the portfolio, ranked #60.

Insight Wealth Partners first reported a position in WEA in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.06M in Q3 2025. 35 funds tracked by Wall St. Rank hold WEA as of Q1 2026.

  • Insight Wealth Partners held 86,574 shares of Western Asset Premier Bond Fund worth $916K as of Q1 2026.
  • Insight Wealth Partners sold 8,274 Western Asset Premier Bond Fund shares in Q1 2026, an estimated $90.7K.
  • Western Asset Premier Bond Fund made up 0.13% of Insight Wealth Partners's portfolio in Q1 2026, its #60 holding.
  • Insight Wealth Partners first reported a position in Western Asset Premier Bond Fund in Q2 2021 and has held it in 20 quarters since.
  • Insight Wealth Partners's Western Asset Premier Bond Fund position peaked at $1.06M in Q3 2025.
  • 35 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.