PFG Investments’s Western Asset Premier Bond Fund WEA Stock Holding History

PFG Investments’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 Q1	–	Sell	-13,083	Closed	-$144K	–	1266
2025 Q4	$144K	Sell	13,083 -1,969	-13%	-$21.8K	0.01%	1060
2025 Q3	$169K	Buy	15,052 +3,023	+25%	+$33.2K	0.01%	1009
2025 Q2	$131K	Buy	12,029 +23	+0.2%	+$246	0.01%	960
2025 Q1	$135K	Sell	12,006 -948	-7%	-$10.4K	0.01%	920
2024 Q4	$140K	Buy	12,954 +2,029	+19%	+$22.4K	0.01%	934
2024 Q3	$123K	Sell	10,925 -299	-3%	-$3.27K	0.01%	933
2024 Q2	$118K	Sell	11,224 -161,532	-94%	-$1.72M	0.01%	863
2024 Q1	$1.84M	Buy	+172,756	New	+$1.89M	0.11%	211

Other funds holding WEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

PAG

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

PFG Investments's WEA Position: Q1 2026 in Review

PFG Investments sold out of Western Asset Premier Bond Fund (WEA) in Q1 2026, closing a stake of 13,083 shares — an estimated $144K sold.

PFG Investments first reported a position in WEA in Q1 2024 and held it in 8 quarters. The position peaked at $1.84M in Q1 2024. 35 funds tracked by Wall St. Rank hold WEA as of Q1 2026.

PFG Investments reported no remaining Western Asset Premier Bond Fund position as of Q1 2026 after selling out during the quarter.
PFG Investments sold 13,083 Western Asset Premier Bond Fund shares in Q1 2026, an estimated $144K.
PFG Investments first reported a position in Western Asset Premier Bond Fund in Q1 2024 and held it in 8 quarters.
PFG Investments's Western Asset Premier Bond Fund position peaked at $1.84M in Q1 2024.
35 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q1 2026.

Based on PFG Investments's 13F filing for Q1 2026, filed 27 Apr 2026.