LPL Financial’s Western Asset Short Duration Income ETF WINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-43,224
| Closed | -$1.05M | – | 6006 |
|
|
2025
Q2 | $1.05M | Sell |
43,224
-2,940
| -6% | -$70.9K | ﹤0.01% | 3714 |
|
|
2025
Q1 | $1.12M | Sell |
46,164
-48,017
| -51% | -$1.16M | ﹤0.01% | 3457 |
|
|
2024
Q4 | $2.25M | Buy |
94,181
+1,506
| +2% | +$36.2K | ﹤0.01% | 2750 |
|
|
2024
Q3 | $2.26M | Sell |
92,675
-38,276
| -29% | -$923K | ﹤0.01% | 2611 |
|
|
2024
Q2 | $3.13M | Buy |
130,951
+23,244
| +22% | +$553K | ﹤0.01% | 2219 |
|
|
2024
Q1 | $2.58M | Buy |
107,707
+57,518
| +115% | +$1.37M | ﹤0.01% | 2311 |
|
|
2023
Q4 | $1.2M | Buy |
50,189
+12,842
| +34% | +$301K | ﹤0.01% | 2888 |
|
|
2023
Q3 | $872K | Sell |
37,347
-9,326
| -20% | -$218K | ﹤0.01% | 3016 |
|
|
2023
Q2 | $1.09M | Sell |
46,673
-2,387
| -5% | -$56.2K | ﹤0.01% | 2774 |
|
|
2023
Q1 | $1.16M | Buy |
49,060
+5,050
| +11% | +$119K | ﹤0.01% | 2639 |
|
|
2022
Q4 | $1.03M | Sell |
44,010
-6,482
| -13% | -$151K | ﹤0.01% | 2619 |
|
|
2022
Q3 | $1.17M | Sell |
50,492
-5,219
| -9% | -$124K | ﹤0.01% | 2416 |
|
|
2022
Q2 | $1.32M | Sell |
55,711
-124,250
| -69% | -$2.99M | ﹤0.01% | 2342 |
|
|
2022
Q1 | $4.45M | Sell |
179,961
-77,017
| -30% | -$1.94M | ﹤0.01% | 1518 |
|
|
2021
Q4 | $6.65M | Buy |
256,978
+15,277
| +6% | +$397K | 0.01% | 1266 |
|
|
2021
Q3 | $6.36M | Buy |
241,701
+186,932
| +341% | +$4.92M | 0.01% | 1224 |
|
|
2021
Q2 | $1.44M | Buy |
54,769
+33,544
| +158% | +$880K | ﹤0.01% | 2248 |
|
|
2021
Q1 | $553K | Buy |
+21,225
| New | +$556K | ﹤0.01% | 2940 |
|
LPL Financial's WINC Position: Q3 2025 in Review
LPL Financial sold out of Western Asset Short Duration Income ETF (WINC) in Q3 2025, closing a stake of 43,224 shares — an estimated $1.05M sold.
LPL Financial first reported a position in WINC in Q1 2021 and held it in 18 quarters. The position peaked at $6.65M in Q4 2021. 0 funds tracked by Wall St. Rank hold WINC as of Q3 2025.
- LPL Financial reported no remaining Western Asset Short Duration Income ETF position as of Q3 2025 after selling out during the quarter.
- LPL Financial sold 43,224 Western Asset Short Duration Income ETF shares in Q3 2025, an estimated $1.05M.
- LPL Financial first reported a position in Western Asset Short Duration Income ETF in Q1 2021 and held it in 18 quarters.
- LPL Financial's Western Asset Short Duration Income ETF position peaked at $6.65M in Q4 2021.
- 0 funds tracked by Wall St. Rank held Western Asset Short Duration Income ETF as of Q3 2025.
Based on LPL Financial's 13F filing for Q3 2025, filed 12 Nov 2025.