Melfa Wealth Management’s Western Asset Premier Bond Fund WEA Stock Holding History

Melfa Wealth Management’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	$184K	Hold	17,281	–	–	0.1%	170
2026 Q1	$183K	Hold	17,281	–	–	0.11%	168
2025 Q4	$191K	Hold	17,281	–	–	0.11%	174
2025 Q3	$194K	Hold	17,281	–	–	0.11%	170
2025 Q2	$188K	Hold	17,281	–	–	0.12%	170
2025 Q1	$194K	Hold	17,281	–	–	0.13%	168
2024 Q4	$186K	Hold	17,281	–	–	0.12%	169
2024 Q3	$195K	Hold	17,281	–	–	0.13%	170
2024 Q2	$181K	Sell	17,281 -5,000	-22%	-$53.3K	0.13%	167
2024 Q1	$237K	Hold	22,281	–	–	0.17%	136
2023 Q4	$241K	Sell	22,281 -1,118	-5%	-$11.6K	0.23%	96
2023 Q3	$236K	Buy	23,399 +44	+0.2%	+$472	0.26%	91
2023 Q2	$238K	Buy	+23,355	New	+$241K	0.24%	95

Other funds holding WEA

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

PAG

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

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SAM

Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

Melfa Wealth Management's WEA Position: Q2 2026 in Review

Melfa Wealth Management held its Western Asset Premier Bond Fund (WEA) position steady in Q2 2026 at 17,281 shares worth $184K. The position accounts for 0.1% of the portfolio, ranked #170.

Melfa Wealth Management first reported a position in WEA in Q2 2023 and has held it in 13 quarters since. The position peaked at $241K in Q4 2023. 13 funds tracked by Wall St. Rank hold WEA as of Q2 2026.

Melfa Wealth Management held 17,281 shares of Western Asset Premier Bond Fund worth $184K as of Q2 2026.
Melfa Wealth Management left its Western Asset Premier Bond Fund share count unchanged in Q2 2026.
Western Asset Premier Bond Fund made up 0.1% of Melfa Wealth Management's portfolio in Q2 2026, its #170 holding.
Melfa Wealth Management first reported a position in Western Asset Premier Bond Fund in Q2 2023 and has held it in 13 quarters since.
Melfa Wealth Management's Western Asset Premier Bond Fund position peaked at $241K in Q4 2023.
13 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.