LFG
WBND

Larson Financial Group’s Western Asset Total Return ETF WBND Stock Holding History

Larson Financial Group’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
-1,072
Closed -$22.3K – 2924
2024
Q3 		$22.3K Buy
+1,072
New +$22K ﹤0.01% 1159

Other funds holding WBND

AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VP
Verum Partners Charlotte, North Carolina $527M AUM 16.8% 1-Year Est. Return

Larson Financial Group's WBND Position: Q4 2024 in Review

Larson Financial Group sold out of Western Asset Total Return ETF (WBND) in Q4 2024, closing a stake of 1,072 shares — an estimated $22.3K sold.

Larson Financial Group first reported a position in WBND in Q3 2024 and held it in 1 quarter. The position peaked at $22.3K in Q3 2024. 15 funds tracked by Wall St. Rank hold WBND as of Q4 2024.

  • Larson Financial Group reported no remaining Western Asset Total Return ETF position as of Q4 2024 after selling out during the quarter.
  • Larson Financial Group sold 1,072 Western Asset Total Return ETF shares in Q4 2024, an estimated $22.3K.
  • Larson Financial Group first reported a position in Western Asset Total Return ETF in Q3 2024 and held it in 1 quarter.
  • Larson Financial Group's Western Asset Total Return ETF position peaked at $22.3K in Q3 2024.
  • 15 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q4 2024.

Based on Larson Financial Group's 13F filing for Q4 2024, filed 7 Feb 2025.