Kestra Advisory Services’s Western Asset Premier Bond Fund WEA Stock Holding History

Kestra Advisory Services’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	$1.17M	Sell	117,383 -1,733	-1%	-$18K	﹤0.01%	1847
2026 Q2	$1.27M	Buy	+119,116	New	+$1.27M	﹤0.01%	1656
2024 Q4	–	Sell	-134,739	Closed	-$1.52M	–	2830
2024 Q3	$1.52M	Buy	134,739 +6,060	+5%	+$66.4K	0.01%	1104
2024 Q2	$1.32M	Buy	+128,679	New	+$1.37M	0.01%	1168
2022 Q2	–	Sell	-16,116	Closed	-$193K	–	2247
2022 Q1	$193K	Buy	+16,116	New	+$205K	﹤0.01%	1862
2021 Q4	–	Sell	-381,593	Closed	-$5.39M	–	2200
2021 Q3	$5.39M	Buy	+381,593	New	+$5.57M	0.05%	358
2021 Q1	–	Sell	-330,435	Closed	-$4.68M	–	2075
2020 Q4	$4.68M	Buy	+330,435	New	+$4.48M	0.05%	354

Other funds holding WEA

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Insight Wealth Partners Plano, Texas $759M AUM 16.27% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

M Holdings Securities Portland, Oregon $1.6B AUM 23.68% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Kestra Advisory Services's WEA Position: Q3 2026 in Review

Kestra Advisory Services reduced its Western Asset Premier Bond Fund (WEA) stake by 1.5% in Q3 2026, selling an estimated $18K and leaving 117,383 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Kestra Advisory Services first reported a position in WEA in Q4 2020 and has held it in 7 quarters since. The position peaked at $5.39M in Q3 2021. 13 funds tracked by Wall St. Rank hold WEA as of Q3 2026.

Kestra Advisory Services held 117,383 shares of Western Asset Premier Bond Fund worth $1.17M as of Q3 2026.
Kestra Advisory Services sold 1,733 Western Asset Premier Bond Fund shares in Q3 2026, an estimated $18K.
Western Asset Premier Bond Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1847 holding.
Kestra Advisory Services first reported a position in Western Asset Premier Bond Fund in Q4 2020 and has held it in 7 quarters since.
Kestra Advisory Services's Western Asset Premier Bond Fund position peaked at $5.39M in Q3 2021.
13 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.