LPL Financial
WEA

LPL Financial’s Western Asset Premier Bond Fund WEA Stock Holding History

LPL Financial’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
Q1 		$4.39M Buy
414,976
+90,332
+28% +$991K ﹤0.01% 2751
2025
Q4 		$3.58M Buy
324,644
+42,252
+15% +$468K ﹤0.01% 2846
2025
Q3 		$3.17M Buy
282,392
+795
+0.3% +$8.74K ﹤0.01% 2895
2025
Q2 		$3.06M Buy
281,597
+1,822
+0.7% +$19.5K ﹤0.01% 2729
2025
Q1 		$3.14M Buy
279,775
+2,233
+0.8% +$24.4K ﹤0.01% 2539
2024
Q4 		$2.99M Sell
277,542
-43,521
-14% -$481K ﹤0.01% 2500
2024
Q3 		$3.62M Sell
321,063
-1,177
-0.4% -$12.9K ﹤0.01% 2231
2024
Q2 		$3.38M Buy
322,240
+171,860
+114% +$1.83M ﹤0.01% 2163
2024
Q1 		$1.6M Buy
150,380
+30,610
+26% +$335K ﹤0.01% 2739
2023
Q4 		$1.29M Sell
119,770
-9,666
-7% -$100K ﹤0.01% 2826
2023
Q3 		$1.31M Sell
129,436
-605
-0.5% -$6.49K ﹤0.01% 2667
2023
Q2 		$1.33M Sell
130,041
-6,739
-5% -$69.6K ﹤0.01% 2622
2023
Q1 		$1.4M Sell
136,780
-1,358
-1% -$14.5K ﹤0.01% 2479
2022
Q4 		$1.47M Buy
138,138
+1,622
+1% +$16.7K ﹤0.01% 2325
2022
Q3 		$1.34M Buy
136,516
+1,092
+0.8% +$11.8K ﹤0.01% 2317
2022
Q2 		$1.43M Buy
135,424
+783
+0.6% +$8.74K ﹤0.01% 2281
2022
Q1 		$1.62M Buy
134,641
+16,118
+14% +$205K ﹤0.01% 2221
2021
Q4 		$1.7M Buy
118,523
+9,171
+8% +$129K ﹤0.01% 2214
2021
Q3 		$1.54M Buy
109,352
+3,040
+3% +$44.4K ﹤0.01% 2259
2021
Q2 		$1.56M Buy
106,312
+14,643
+16% +$210K ﹤0.01% 2177
2021
Q1 		$1.29M Buy
91,669
+4,395
+5% +$62K ﹤0.01% 2176
2020
Q4 		$1.24M Buy
87,274
+8,066
+10% +$109K ﹤0.01% 2026
2020
Q3 		$1.02M Buy
79,208
+5,918
+8% +$80.4K ﹤0.01% 1936
2020
Q2 		$962K Sell
73,290
-122
-0.2% -$1.55K ﹤0.01% 1851
2020
Q1 		$827K Sell
73,412
-67,448
-48% -$915K ﹤0.01% 1749
2019
Q4 		$2.06M Buy
140,860
+15,815
+13% +$226K ﹤0.01% 1337
2019
Q3 		$1.78M Buy
125,045
+9,780
+8% +$136K ﹤0.01% 1343
2019
Q2 		$1.58M Buy
115,265
+87,908
+321% +$1.17M ﹤0.01% 1386
2019
Q1 		$358K Buy
27,357
+9,018
+49% +$114K ﹤0.01% 2489
2018
Q4 		$222K Buy
18,339
+1,746
+11% +$21.5K ﹤0.01% 2732
2018
Q3 		$213K Buy
16,593
+584
+4% +$7.4K ﹤0.01% 2955
2018
Q2 		$202K Sell
16,009
-2,686
-14% -$34.1K ﹤0.01% 2977
2018
Q1 		$242K Buy
18,695
+4,302
+30% +$56.7K ﹤0.01% 2809
2017
Q4 		$199K Buy
+14,393
New +$199K ﹤0.01% 2825
2017
Q2 		– Sell
-41,943
Closed -$563K – 2975
2017
Q1 		$563K Buy
41,943
+712
+2% +$9.55K ﹤0.01% 1706
2016
Q4 		$537K Buy
41,231
+26,170
+174% +$339K ﹤0.01% 1701
2016
Q3 		$201K Buy
15,061
+3,384
+29% +$46.5K ﹤0.01% 2407
2016
Q2 		$158K Sell
11,677
-7,677
-40% -$98.7K ﹤0.01% 2428
2016
Q1 		$242K Buy
19,354
+5,556
+40% +$66.6K ﹤0.01% 2667
2015
Q4 		$169K Buy
+13,798
New +$174K ﹤0.01% 2874
2015
Q3 		– Sell
-14,166
Closed -$188K – 2907
2015
Q2 		$188K Hold
14,166
– – ﹤0.01% 2645
2015
Q1 		$198K Sell
14,166
-4,430
-24% -$64K ﹤0.01% 2561
2014
Q4 		$258K Sell
18,596
-4,185
-18% -$58.9K ﹤0.01% 2294
2014
Q3 		$325K Sell
22,781
-4,983
-18% -$73.1K ﹤0.01% 2106
2014
Q2 		$415K Sell
27,764
-1,500
-5% -$22.5K ﹤0.01% 1945
2014
Q1 		$425K Sell
29,264
-1,240
-4% -$18.2K ﹤0.01% 1860
2013
Q4 		$443K Sell
30,504
-3,316
-10% -$49.3K ﹤0.01% 1805
2013
Q3 		$486K Buy
33,820
+7,450
+28% +$105K ﹤0.01% 1680
2013
Q2 		$387K Buy
+26,370
New +$419K ﹤0.01% 1734

Other funds holding WEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

LPL Financial's WEA Position: Q1 2026 in Review

LPL Financial increased its Western Asset Premier Bond Fund (WEA) stake by 28% in Q1 2026, buying an estimated $991K and bringing the position to 414,976 shares worth $4.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2751.

LPL Financial first reported a position in WEA in Q2 2013 and has held it in 49 quarters since. 35 funds tracked by Wall St. Rank hold WEA as of Q1 2026.

  • LPL Financial held 414,976 shares of Western Asset Premier Bond Fund worth $4.39M as of Q1 2026.
  • LPL Financial bought 90,332 Western Asset Premier Bond Fund shares in Q1 2026, an estimated $991K.
  • Western Asset Premier Bond Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2751 holding.
  • LPL Financial first reported a position in Western Asset Premier Bond Fund in Q2 2013 and has held it in 49 quarters since.
  • 35 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.