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 Q2	$66.9K	Sell	6,280 -12,133	-66%	-$129K	0.02%	415
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 $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Medallion Wealth Advisors's WEA Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Western Asset Premier Bond Fund (WEA) stake by 66% in Q2 2026, selling an estimated $129K and leaving 6,280 shares worth $66.9K. The position accounts for 0.02% of the portfolio, ranked #415.

Medallion Wealth Advisors first reported a position in WEA in Q4 2024 and has held it in 7 quarters since. The position peaked at $207K in Q3 2025. 39 funds tracked by Wall St. Rank hold WEA as of Q2 2026.

Medallion Wealth Advisors held 6,280 shares of Western Asset Premier Bond Fund worth $66.9K as of Q2 2026.
Medallion Wealth Advisors sold 12,133 Western Asset Premier Bond Fund shares in Q2 2026, an estimated $129K.
Western Asset Premier Bond Fund made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #415 holding.
Medallion Wealth Advisors first reported a position in Western Asset Premier Bond Fund in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Western Asset Premier Bond Fund position peaked at $207K in Q3 2025.
39 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.