SIA
WEA

Sit Investment Associates’s Western Asset Premier Bond Fund WEA Stock Holding History

Sit Investment Associates’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 		$9.63M Sell
910,502
-68,712
-7% -$753K 0.2% 134
2025
Q4 		$10.8M Buy
979,214
+49,505
+5% +$549K 0.21% 119
2025
Q3 		$10.4M Buy
929,709
+223,979
+32% +$2.46M 0.21% 111
2025
Q2 		$7.66M Buy
705,730
+11,619
+2% +$124K 0.16% 152
2025
Q1 		$7.78M Buy
694,111
+24,092
+4% +$263K 0.18% 143
2024
Q4 		$7.22M Sell
670,019
-48,367
-7% -$534K 0.16% 166
2024
Q3 		$8.1M Sell
718,386
-50,700
-7% -$555K 0.18% 152
2024
Q2 		$8.07M Sell
769,086
-367,743
-32% -$3.92M 0.19% 155
2024
Q1 		$12.1M Sell
1,136,829
-201,280
-15% -$2.2M 0.28% 103
2023
Q4 		$14.5M Sell
1,338,109
-64,351
-5% -$666K 0.35% 86
2023
Q3 		$14.2M Sell
1,402,460
-146,275
-9% -$1.57M 0.39% 74
2023
Q2 		$15.8M Buy
1,548,735
+3,574
+0.2% +$36.9K 0.41% 69
2023
Q1 		$15.8M Buy
1,545,161
+152,651
+11% +$1.63M 0.43% 64
2022
Q4 		$14.8M Buy
1,392,510
+233,361
+20% +$2.4M 0.42% 61
2022
Q3 		$11.3M Buy
1,159,149
+195,900
+20% +$2.12M 0.34% 84
2022
Q2 		$10.2M Buy
963,249
+84,233
+10% +$940K 0.31% 92
2022
Q1 		$10.5M Buy
879,016
+23,902
+3% +$304K 0.28% 108
2021
Q4 		$12.3M Buy
855,114
+292,376
+52% +$4.12M 0.29% 105
2021
Q3 		$7.95M Sell
562,738
-733
-0.1% -$10.7K 0.21% 147
2021
Q2 		$8.29M Sell
563,471
-40,045
-7% -$575K 0.21% 156
2021
Q1 		$8.48M Buy
603,516
+40,288
+7% +$568K 0.22% 136
2020
Q4 		$7.98M Buy
563,228
+99,534
+21% +$1.35M 0.22% 138
2020
Q3 		$5.99M Buy
463,694
+50,260
+12% +$682K 0.18% 168
2020
Q2 		$5.43M Buy
413,434
+255,962
+163% +$3.25M 0.17% 166
2020
Q1 		$1.77M Sell
157,472
-45,256
-22% -$614K 0.07% 272
2019
Q4 		$2.97M Sell
202,728
-62,251
-23% -$889K 0.08% 246
2019
Q3 		$3.77M Buy
264,979
+6,406
+2% +$88.9K 0.12% 203
2019
Q2 		$3.54M Sell
258,573
-24,044
-9% -$321K 0.11% 214
2019
Q1 		$3.7M Sell
282,617
-7,150
-2% -$90.3K 0.12% 200
2018
Q4 		$3.5M Buy
289,767
+1,164
+0.4% +$14.4K 0.11% 195
2018
Q3 		$3.7M Sell
288,603
-97,685
-25% -$1.24M 0.09% 195
2018
Q2 		$4.87M Sell
386,288
-47,700
-11% -$605K 0.13% 191
2018
Q1 		$5.61M Buy
433,988
+9,193
+2% +$121K 0.14% 171
2017
Q4 		$5.87M Buy
424,795
+21,765
+5% +$301K 0.14% 170
2017
Q3 		$5.57M Sell
403,030
-34,974
-8% -$492K 0.14% 174
2017
Q2 		$6.12M Hold
438,004
– – 0.15% 155
2017
Q1 		$5.85M Hold
438,004
– – 0.15% 160
2016
Q4 		$5.67M Buy
438,004
+131,625
+43% +$1.71M 0.15% 161
2016
Q3 		$4.11M Sell
306,379
-173,229
-36% -$2.38M 0.11% 192
2016
Q2 		$6.38M Buy
479,608
+7,006
+1% +$90.1K 0.17% 150
2016
Q1 		$5.93M Buy
472,602
+16,702
+4% +$200K 0.11% 155
2015
Q4 		$5.54M Buy
455,900
+9,169
+2% +$116K 0.1% 156
2015
Q3 		$5.56M Buy
446,731
+209,041
+88% +$2.68M 0.1% 153
2015
Q2 		$3.19M Buy
237,690
+9,790
+4% +$134K 0.06% 196
2015
Q1 		$3.18M Sell
227,900
-75,785
-25% -$1.09M 0.06% 209
2014
Q4 		$4.22M Buy
303,685
+26,493
+10% +$373K 0.07% 202
2014
Q3 		$3.97M Buy
277,192
+72,062
+35% +$1.06M 0.07% 202
2014
Q2 		$3.06M Buy
205,130
+2,328
+1% +$35K 0.05% 263
2014
Q1 		$2.95M Buy
202,802
+66,702
+49% +$981K 0.05% 252
2013
Q4 		$1.98M Sell
136,100
-1,100
-0.8% -$16.3K 0.04% 291
2013
Q3 		$1.94M Buy
137,200
+38,900
+40% +$548K 0.04% 280
2013
Q2 		$1.44M Buy
+98,300
New +$1.56M 0.03% 301

Other funds holding WEA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return
Raymond James Financial
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 $21.3B AUM 22.13% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sit Investment Associates's WEA Position: Q1 2026 in Review

Sit Investment Associates reduced its Western Asset Premier Bond Fund (WEA) stake by 7% in Q1 2026, selling an estimated $753K and leaving 910,502 shares worth $9.63M. The position accounts for 0.2% of the portfolio, ranked #134.

Sit Investment Associates first reported a position in WEA in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.8M in Q2 2023. 35 funds tracked by Wall St. Rank hold WEA as of Q1 2026.

  • Sit Investment Associates held 910,502 shares of Western Asset Premier Bond Fund worth $9.63M as of Q1 2026.
  • Sit Investment Associates sold 68,712 Western Asset Premier Bond Fund shares in Q1 2026, an estimated $753K.
  • Western Asset Premier Bond Fund made up 0.2% of Sit Investment Associates's portfolio in Q1 2026, its #134 holding.
  • Sit Investment Associates first reported a position in Western Asset Premier Bond Fund in Q2 2013 and has held it in 52 quarters since.
  • Sit Investment Associates's Western Asset Premier Bond Fund position peaked at $15.8M in Q2 2023.
  • 35 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.