MA
WBND

MJP Associates’s Western Asset Total Return ETF WBND Stock Holding History

MJP Associates’s Portfolio WBND Stock Details WBND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-44,029
Closed -$4.15M – 141
2021
Q1 		$4.15M Sell
44,029
-598
-1% -$57.6K 1.68% 14
2020
Q4 		$4.42M Buy
+44,627
New +$4.47M 1.86% 15

Other funds holding WBND

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
AT
Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return
EDRIA
Edmonds Duncan Registered Investment Advisors Lawrence, Kansas $457M AUM 23% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MJP Associates's WBND Position: Q2 2021 in Review

MJP Associates sold out of Western Asset Total Return ETF (WBND) in Q2 2021, closing a stake of 44,029 shares — an estimated $4.15M sold.

MJP Associates first reported a position in WBND in Q4 2020 and held it in 2 quarters. The position peaked at $4.42M in Q4 2020. 31 funds tracked by Wall St. Rank hold WBND as of Q2 2021.

  • MJP Associates reported no remaining Western Asset Total Return ETF position as of Q2 2021 after selling out during the quarter.
  • MJP Associates sold 44,029 Western Asset Total Return ETF shares in Q2 2021, an estimated $4.15M.
  • MJP Associates first reported a position in Western Asset Total Return ETF in Q4 2020 and held it in 2 quarters.
  • MJP Associates's Western Asset Total Return ETF position peaked at $4.42M in Q4 2020.
  • 31 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q2 2021.

Based on MJP Associates's 13F filing for Q2 2021, filed 14 Jul 2021.