Professional Financial Advisors’s Western Asset Total Return ETF WBND Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-965
Closed -$19K 466
2022
Q3
$19K Sell
965
-1,070
-53% -$22.5K 0.01% 231
2022
Q2
$43K Sell
2,035
-178,499
-99% -$3.87M 0.02% 159
2022
Q1
$4.14M Buy
180,534
+24,407
+16% +$600K 1.79% 13
2021
Q4
$4.09M Buy
+156,127
New +$4.15M 1.77% 11

Other funds holding WBND

Professional Financial Advisors's WBND Position: Q4 2022 in Review

Professional Financial Advisors sold out of Western Asset Total Return ETF (WBND) in Q4 2022, closing a stake of 965 shares — an estimated $19K sold.

Professional Financial Advisors first reported a position in WBND in Q4 2021 and held it in 4 quarters. The position peaked at $4.14M in Q1 2022. 28 funds tracked by Wall St. Rank hold WBND as of Q4 2022.

  • Professional Financial Advisors reported no remaining Western Asset Total Return ETF position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 965 Western Asset Total Return ETF shares in Q4 2022, an estimated $19K.
  • Professional Financial Advisors first reported a position in Western Asset Total Return ETF in Q4 2021 and held it in 4 quarters.
  • Professional Financial Advisors's Western Asset Total Return ETF position peaked at $4.14M in Q1 2022.
  • 28 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.