Landmark Wealth Management (New York)’s Western Asset Total Return ETF WBND Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-158,598	Closed	-$3.29M	–	76
2024 Q3	$3.29M	Buy	158,598 +2,387	+2%	+$48.9K	1.43%	22
2024 Q2	$3.12M	Sell	156,211 -14,825	-9%	-$294K	2.43%	14
2024 Q1	$3.45M	Buy	171,036 +8,182	+5%	+$165K	1.6%	19
2023 Q4	$3.37M	Buy	162,854 +5,101	+3%	+$100K	1.66%	18
2023 Q3	$3.06M	Buy	157,753 +4,660	+3%	+$93.3K	1.74%	17
2023 Q2	$3.14M	Buy	153,093 +1,396	+0.9%	+$28.8K	2.78%	13
2023 Q1	$3.15M	Buy	151,697 +26,328	+21%	+$542K	1.75%	17
2022 Q4	$2.52M	Buy	125,369 +2,129	+2%	+$42.1K	1.82%	14
2022 Q3	$2.39M	Buy	123,240 +1,129	+0.9%	+$23.7K	1.81%	15
2022 Q2	$2.57M	Sell	122,111 -148,331	-55%	-$3.21M	3.28%	8
2022 Q1	$3.24M	Buy	270,442 +141,436	+110%	+$3.48M	1.7%	15
2021 Q4	$3K	Buy	+129,006	New	+$3.43M	1.75%	17

Other funds holding WBND

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Verum Partners Charlotte, North Carolina $669M AUM 20.61% 1-Year Est. Return

Landmark Wealth Management (New York)'s WBND Position: Q4 2024 in Review

Landmark Wealth Management (New York) sold out of Western Asset Total Return ETF (WBND) in Q4 2024, closing a stake of 158,598 shares — an estimated $3.29M sold.

Landmark Wealth Management (New York) first reported a position in WBND in Q4 2021 and held it in 12 quarters. The position peaked at $3.45M in Q1 2024. 15 funds tracked by Wall St. Rank hold WBND as of Q4 2024.

Landmark Wealth Management (New York) reported no remaining Western Asset Total Return ETF position as of Q4 2024 after selling out during the quarter.
Landmark Wealth Management (New York) sold 158,598 Western Asset Total Return ETF shares in Q4 2024, an estimated $3.29M.
Landmark Wealth Management (New York) first reported a position in Western Asset Total Return ETF in Q4 2021 and held it in 12 quarters.
Landmark Wealth Management (New York)'s Western Asset Total Return ETF position peaked at $3.45M in Q1 2024.
15 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q4 2024.

Based on Landmark Wealth Management (New York)'s 13F filing for Q4 2024, filed 22 Jan 2025.