Insight Wealth Partners
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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
Q3 		$801K Buy
80,469
+518
+0.6% +$5.38K 0.11% 75
2026
Q2 		$851K Sell
79,951
-6,623
-8% -$70.4K 0.11% 68
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

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Whipplewood Advisors
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Insight Wealth Partners's WEA Position: Q3 2026 in Review

Insight Wealth Partners increased its Western Asset Premier Bond Fund (WEA) stake by 0.65% in Q3 2026, buying an estimated $5.38K and bringing the position to 80,469 shares worth $801K. The position accounts for 0.11% of the portfolio, ranked #75.

Insight Wealth Partners first reported a position in WEA in Q2 2021 and has held it in 22 quarters since. The position peaked at $1.06M in Q3 2025. 27 funds tracked by Wall St. Rank hold WEA as of Q3 2026.

  • Insight Wealth Partners held 80,469 shares of Western Asset Premier Bond Fund worth $801K as of Q3 2026.
  • Insight Wealth Partners bought 518 Western Asset Premier Bond Fund shares in Q3 2026, an estimated $5.38K.
  • Western Asset Premier Bond Fund made up 0.11% of Insight Wealth Partners's portfolio in Q3 2026, its #75 holding.
  • Insight Wealth Partners first reported a position in Western Asset Premier Bond Fund in Q2 2021 and has held it in 22 quarters since.
  • Insight Wealth Partners's Western Asset Premier Bond Fund position peaked at $1.06M in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.