Medallion Wealth Advisors’s Western Asset Premier Bond Fund WEA Stock Holding History

Medallion Wealth Advisors’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	$195K	Hold	18,413	–	–	0.06%	257
2025 Q4	$203K	Hold	18,413	–	–	0.07%	242
2025 Q3	$207K	Hold	18,413	–	–	0.07%	230
2025 Q2	$200K	Hold	18,413	–	–	0.08%	228
2025 Q1	$205K	Sell	18,413 -193	-1%	-$2.11K	0.09%	199
2024 Q4	$206K	Buy	+18,606	New	+$206K	0.1%	186

Other funds holding WEA

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 Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

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 $21.8B AUM 28.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Medallion Wealth Advisors's WEA Position: Q1 2026 in Review

Medallion Wealth Advisors held its Western Asset Premier Bond Fund (WEA) position steady in Q1 2026 at 18,413 shares worth $195K. The position accounts for 0.06% of the portfolio, ranked #257.

Medallion Wealth Advisors first reported a position in WEA in Q4 2024 and has held it in 6 quarters since. The position peaked at $207K in Q3 2025. 35 funds tracked by Wall St. Rank hold WEA as of Q1 2026.

Medallion Wealth Advisors held 18,413 shares of Western Asset Premier Bond Fund worth $195K as of Q1 2026.
Medallion Wealth Advisors left its Western Asset Premier Bond Fund share count unchanged in Q1 2026.
Western Asset Premier Bond Fund made up 0.06% of Medallion Wealth Advisors's portfolio in Q1 2026, its #257 holding.
Medallion Wealth Advisors first reported a position in Western Asset Premier Bond Fund in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's Western Asset Premier Bond Fund position peaked at $207K in Q3 2025.
35 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.