SPC
WBND

Sigma Planning Corp’s Western Asset Total Return ETF WBND Stock Holding History

Sigma Planning Corp’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
Q3 		– Sell
-7,279
Closed -$697K – 1504
2021
Q2 		$697K Buy
+7,279
New +$694K 0.02% 689

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sigma Planning Corp's WBND Position: Q3 2021 in Review

Sigma Planning Corp sold out of Western Asset Total Return ETF (WBND) in Q3 2021, closing a stake of 7,279 shares — an estimated $697K sold.

Sigma Planning Corp first reported a position in WBND in Q2 2021 and held it in 1 quarter. The position peaked at $697K in Q2 2021. 30 funds tracked by Wall St. Rank hold WBND as of Q3 2021.

  • Sigma Planning Corp reported no remaining Western Asset Total Return ETF position as of Q3 2021 after selling out during the quarter.
  • Sigma Planning Corp sold 7,279 Western Asset Total Return ETF shares in Q3 2021, an estimated $697K.
  • Sigma Planning Corp first reported a position in Western Asset Total Return ETF in Q2 2021 and held it in 1 quarter.
  • Sigma Planning Corp's Western Asset Total Return ETF position peaked at $697K in Q2 2021.
  • 30 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q3 2021.

Based on Sigma Planning Corp's 13F filing for Q3 2021, filed 28 Oct 2021.