Stifel Financial’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
2023
Q1
Sell
-77,969
Closed -$1.57M 3433
2022
Q4
$1.57M Buy
+77,969
New +$1.54M ﹤0.01% 1700

Other funds holding WBND

Stifel Financial's WBND Position: Q1 2023 in Review

Stifel Financial sold out of Western Asset Total Return ETF (WBND) in Q1 2023, closing a stake of 77,969 shares — an estimated $1.57M sold.

Stifel Financial first reported a position in WBND in Q4 2022 and held it in 1 quarter. The position peaked at $1.57M in Q4 2022. 23 funds tracked by Wall St. Rank hold WBND as of Q1 2023.

  • Stifel Financial reported no remaining Western Asset Total Return ETF position as of Q1 2023 after selling out during the quarter.
  • Stifel Financial sold 77,969 Western Asset Total Return ETF shares in Q1 2023, an estimated $1.57M.
  • Stifel Financial first reported a position in Western Asset Total Return ETF in Q4 2022 and held it in 1 quarter.
  • Stifel Financial's Western Asset Total Return ETF position peaked at $1.57M in Q4 2022.
  • 23 funds tracked by Wall St. Rank held Western Asset Total Return ETF as of Q1 2023.

Based on Stifel Financial's 13F filing for Q1 2023, filed 12 May 2023.