Strategic Financial Concepts’s Western Asset Premier Bond Fund WEA Stock Holding History

Strategic Financial Concepts’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
2025 Q2	–	Sell	-10,724	Closed	-$120K	–	371
2025 Q1	$120K	Buy	10,724 +49	+0.5%	+$536	0.02%	332
2024 Q4	$115K	Buy	+10,675	New	+$118K	0.02%	327
2024 Q3	–	Sell	-11,012	Closed	-$116K	–	737
2024 Q2	$116K	Buy	11,012 +70	+0.6%	+$746	0.07%	165
2024 Q1	$116K	Buy	10,942 +22	+0.2%	+$240	0.03%	302
2023 Q4	$118K	Hold	10,920	–	–	0.07%	141
2023 Q3	$110K	Hold	10,920	–	–	0.04%	256
2023 Q2	$111K	Hold	10,920	–	–	0.04%	248
2023 Q1	$111K	Buy	+10,920	New	+$117K	0.04%	234

Other funds holding WEA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Whipplewood Advisors Littleton, Colorado $193M AUM 13.71% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Strategic Financial Concepts's WEA Position: Q2 2025 in Review

Strategic Financial Concepts sold out of Western Asset Premier Bond Fund (WEA) in Q2 2025, closing a stake of 10,724 shares — an estimated $120K sold.

Strategic Financial Concepts first reported a position in WEA in Q1 2023 and held it in 8 quarters. The position peaked at $120K in Q1 2025. 40 funds tracked by Wall St. Rank hold WEA as of Q2 2025.

Strategic Financial Concepts reported no remaining Western Asset Premier Bond Fund position as of Q2 2025 after selling out during the quarter.
Strategic Financial Concepts sold 10,724 Western Asset Premier Bond Fund shares in Q2 2025, an estimated $120K.
Strategic Financial Concepts first reported a position in Western Asset Premier Bond Fund in Q1 2023 and held it in 8 quarters.
Strategic Financial Concepts's Western Asset Premier Bond Fund position peaked at $120K in Q1 2025.
40 funds tracked by Wall St. Rank held Western Asset Premier Bond Fund as of Q2 2025.

Based on Strategic Financial Concepts's 13F filing for Q2 2025, filed 5 Aug 2025.