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 Q2	$5.01M	Buy	200,579 +14,416	+8%	+$361K	1.2%	21
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 $462B AUM 39.16% 1-Year Est. Return

EMAM

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 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: Q2 2026 in Review

Landmark Wealth Management (New York) increased its Western Asset Bond ETF (WABF) stake by 7.7% in Q2 2026, buying an estimated $361K and bringing the position to 200,579 shares worth $5.01M. The position accounts for 1.2% of the portfolio, ranked #21.

Landmark Wealth Management (New York) first reported a position in WABF in Q4 2024 and has held it in 7 quarters since. 8 funds tracked by Wall St. Rank hold WABF as of Q2 2026.

Landmark Wealth Management (New York) held 200,579 shares of Western Asset Bond ETF worth $5.01M as of Q2 2026.
Landmark Wealth Management (New York) bought 14,416 Western Asset Bond ETF shares in Q2 2026, an estimated $361K.
Western Asset Bond ETF made up 1.2% of Landmark Wealth Management (New York)'s portfolio in Q2 2026, its #21 holding.
Landmark Wealth Management (New York) first reported a position in Western Asset Bond ETF in Q4 2024 and has held it in 7 quarters since.
8 funds tracked by Wall St. Rank held Western Asset Bond ETF as of Q2 2026.

Based on Landmark Wealth Management (New York)'s 13F filing for Q2 2026, filed 10 Aug 2026.