IWC
WINC

Integrated Wealth Concepts’s Western Asset Short Duration Income ETF WINC Stock Holding History

Integrated Wealth Concepts’s Portfolio WINC Stock Details WINC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$209K Sell
8,618
-1,996
-19% -$48.5K ﹤0.01% 1750
2025
Q1 		$257K Sell
10,614
-33,855
-76% -$819K ﹤0.01% 1491
2024
Q4 		$1.06M Sell
44,469
-59,691
-57% -$1.43M 0.01% 782
2024
Q3 		$2.54M Buy
+104,160
New +$2.54M 0.03% 482