Smart Money Group’s Western Asset Total Return ETF WBND Stock Holding History

Smart Money Group’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	-73,022	Closed	-$1.68M	–	59
2022 Q1	$1.68M	Sell	73,022 -11,881	-14%	-$292K	1.13%	23
2021 Q4	$2.23M	Buy	84,903 +71,868	+551%	+$1.91M	1.42%	21
2021 Q3	$1.23M	Buy	13,035 +7,717	+145%	+$738K	0.9%	29
2021 Q2	$522K	Sell	5,318 -6,146	-54%	-$586K	0.6%	26
2021 Q1	$1.08M	Buy	11,464 +3,345	+41%	+$322K	0.9%	25
2020 Q4	$804K	Buy	8,119 +1,544	+23%	+$155K	0.68%	29
2020 Q3	$654K	Buy	6,575 +1,257	+24%	+$126K	0.28%	65
2020 Q2	$522K	Buy	5,318 +2,228	+72%	+$210K	0.31%	52
2020 Q1	$273K	Buy	+3,090	New	+$290K	0.19%	69

Other funds holding WBND

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Arden Trust Wilmington, Delaware $716M AUM 17.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 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 Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Smart Money Group's WBND Position: Q2 2022 in Review

Smart Money Group sold out of Western Asset Total Return ETF (WBND) in Q2 2022, closing a stake of 73,022 shares — an estimated $1.68M sold.

Smart Money Group first reported a position in WBND in Q1 2020 and held it in 9 quarters. The position peaked at $2.23M in Q4 2021. 29 funds tracked by Wall St. Rank hold WBND as of Q2 2022.

Smart Money Group reported no remaining Western Asset Total Return ETF position as of Q2 2022 after selling out during the quarter.
Smart Money Group sold 73,022 Western Asset Total Return ETF shares in Q2 2022, an estimated $1.68M.
Smart Money Group first reported a position in Western Asset Total Return ETF in Q1 2020 and held it in 9 quarters.
Smart Money Group's Western Asset Total Return ETF position peaked at $2.23M in Q4 2021.
29 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q2 2022.

Based on Smart Money Group's 13F filing for Q2 2022, filed 14 Jul 2022.