PFS Partners’s Western Asset Premier Bond Fund WEA Stock Holding History

PFS Partners’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
2025 Q1	–	Sell	-333	Closed	-$3.59K	–	459
2024 Q4	$3.59K	Hold	333	–	–	﹤0.01%	368
2024 Q3	$3.76K	Hold	333	–	–	﹤0.01%	371
2024 Q2	$3.49K	Hold	333	–	–	﹤0.01%	364
2024 Q1	$3.54K	Hold	333	–	–	﹤0.01%	381
2023 Q4	$3.6K	Hold	333	–	–	﹤0.01%	373
2023 Q3	$3.36K	Hold	333	–	–	﹤0.01%	373
2023 Q2	$3.39K	Hold	333	–	–	﹤0.01%	390
2023 Q1	$3.4K	Hold	333	–	–	﹤0.01%	302
2022 Q4	$3.54K	Hold	333	–	–	﹤0.01%	285
2022 Q3	$3.26K	Hold	333	–	–	﹤0.01%	274
2022 Q2	$3.52K	Hold	333	–	–	﹤0.01%	270
2022 Q1	$4K	Hold	333	–	–	﹤0.01%	271
2021 Q4	$4.77K	Buy	+333	New	+$4.69K	﹤0.01%	263

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

1CP

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

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

Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

PFS Partners's WEA Position: Q1 2025 in Review

PFS Partners sold out of Western Asset Premier Bond Fund (WEA) in Q1 2025, closing a stake of 333 shares — an estimated $3.59K sold.

PFS Partners first reported a position in WEA in Q4 2021 and held it in 13 quarters. The position peaked at $4.77K in Q4 2021. 40 funds tracked by Wall St. Rank hold WEA as of Q1 2025.

PFS Partners reported no remaining Western Asset Premier Bond Fund position as of Q1 2025 after selling out during the quarter.
PFS Partners sold 333 Western Asset Premier Bond Fund shares in Q1 2025, an estimated $3.59K.
PFS Partners first reported a position in Western Asset Premier Bond Fund in Q4 2021 and held it in 13 quarters.
PFS Partners's Western Asset Premier Bond Fund position peaked at $4.77K in Q4 2021.
40 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q1 2025.

Based on PFS Partners's 13F filing for Q1 2025, filed 14 Apr 2025.