MML Investors Services
WBND

MML Investors Services’s Western Asset Total Return ETF WBND Stock Holding History

MML Investors Services’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
Q1 		– Sell
-3,275
Closed -$324K – 1842
2020
Q4 		$324K Sell
3,275
-57
-2% -$5.71K ﹤0.01% 1351
2020
Q3 		$331K Buy
3,332
+257
+8% +$25.7K ﹤0.01% 1239
2020
Q2 		$302K Buy
+3,075
New +$290K ﹤0.01% 1217

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MML Investors Services's WBND Position: Q1 2021 in Review

MML Investors Services sold out of Western Asset Total Return ETF (WBND) in Q1 2021, closing a stake of 3,275 shares — an estimated $324K sold.

MML Investors Services first reported a position in WBND in Q2 2020 and held it in 3 quarters. The position peaked at $331K in Q3 2020. 33 funds tracked by Wall St. Rank hold WBND as of Q1 2021.

  • MML Investors Services reported no remaining Western Asset Total Return ETF position as of Q1 2021 after selling out during the quarter.
  • MML Investors Services sold 3,275 Western Asset Total Return ETF shares in Q1 2021, an estimated $324K.
  • MML Investors Services first reported a position in Western Asset Total Return ETF in Q2 2020 and held it in 3 quarters.
  • MML Investors Services's Western Asset Total Return ETF position peaked at $331K in Q3 2020.
  • 33 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q1 2021.

Based on MML Investors Services's 13F filing for Q1 2021, filed 14 May 2021.