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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.3B AUM 39.4% 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 $148M AUM 4.82% 1-Year Est. Return

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.55% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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. 39 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.
39 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.