Landmark Wealth Management (New York)’s Western Asset Bond ETF WABF Stock Holding History

Landmark Wealth Management (New York)’s Portfolio WABF Stock Details WABF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.68M	Buy	186,163 +40,084	+27%	+$1.02M	1.25%	19
2025 Q4	$3.7M	Buy	146,079 +8,612	+6%	+$220K	1.42%	20
2025 Q3	$3.51M	Buy	137,467 +9,260	+7%	+$234K	1.39%	20
2025 Q2	$3.24M	Sell	128,207 -1,327	-1%	-$33K	1.38%	20
2025 Q1	$3.27M	Buy	129,534 +6,529	+5%	+$164K	1.44%	20
2024 Q4	$3.06M	Buy	+123,005	New	+$3.14M	1.36%	23

Other funds holding WABF

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Landmark Wealth Management (New York)'s WABF Position: Q1 2026 in Review

Landmark Wealth Management (New York) increased its Western Asset Bond ETF (WABF) stake by 27% in Q1 2026, buying an estimated $1.02M and bringing the position to 186,163 shares worth $4.68M. The position accounts for 1.25% of the portfolio, ranked #19.

Landmark Wealth Management (New York) first reported a position in WABF in Q4 2024 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold WABF as of Q1 2026.

Landmark Wealth Management (New York) held 186,163 shares of Western Asset Bond ETF worth $4.68M as of Q1 2026.
Landmark Wealth Management (New York) bought 40,084 Western Asset Bond ETF shares in Q1 2026, an estimated $1.02M.
Western Asset Bond ETF made up 1.25% of Landmark Wealth Management (New York)'s portfolio in Q1 2026, its #19 holding.
Landmark Wealth Management (New York) first reported a position in Western Asset Bond ETF in Q4 2024 and has held it in 6 quarters since.
7 funds tracked by Wall St. Rank held Western Asset Bond ETF as of Q1 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q1 2026, filed 29 Apr 2026.