RIA
WBND

Regal Investment Advisors’s Western Asset Total Return ETF WBND Stock Holding History

Regal Investment Advisors’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
2022
Q2 		– Sell
-8,735
Closed -$201K – 566
2022
Q1 		$201K Buy
+8,735
New +$215K 0.02% 506

Other funds holding WBND

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Regal Investment Advisors's WBND Position: Q2 2022 in Review

Regal Investment Advisors sold out of Western Asset Total Return ETF (WBND) in Q2 2022, closing a stake of 8,735 shares — an estimated $201K sold.

Regal Investment Advisors first reported a position in WBND in Q1 2022 and held it in 1 quarter. The position peaked at $201K in Q1 2022. 29 funds tracked by Wall St. Rank hold WBND as of Q2 2022.

  • Regal Investment Advisors reported no remaining Western Asset Total Return ETF position as of Q2 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 8,735 Western Asset Total Return ETF shares in Q2 2022, an estimated $201K.
  • Regal Investment Advisors first reported a position in Western Asset Total Return ETF in Q1 2022 and held it in 1 quarter.
  • Regal Investment Advisors's Western Asset Total Return ETF position peaked at $201K in Q1 2022.
  • 29 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q2 2022.

Based on Regal Investment Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.