UBS Group’s Western Asset Short Duration Income ETF WINC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-270
| Closed | -$6.56K | – | 10994 |
|
|
2025
Q2 | $6.56K | Buy |
270
+259
| +2,355% | +$6.24K | ﹤0.01% | 9086 |
|
|
2025
Q1 | $266 | Buy |
+11
| New | +$265 | ﹤0.01% | 9860 |
|
|
2024
Q4 | – | Sell |
-6
| Closed | -$146 | – | 10457 |
|
|
2024
Q3 | $146 | Sell |
6
-7
| -54% | -$169 | ﹤0.01% | 9115 |
|
|
2024
Q2 | $310 | Buy |
13
+12
| +1,200% | +$286 | ﹤0.01% | 8985 |
|
|
2024
Q1 | $24 | Sell |
1
-694
| -100% | -$16.6K | ﹤0.01% | 9015 |
|
|
2023
Q4 | $16.6K | Buy |
+695
| New | +$16.3K | ﹤0.01% | 7223 |
|
|
2023
Q2 | – | Sell |
-5,086
| Closed | -$120K | – | 9726 |
|
|
2023
Q1 | $120K | Buy |
5,086
+4,927
| +3,099% | +$116K | ﹤0.01% | 5777 |
|
|
2022
Q4 | $3.73K | Buy |
+159
| New | +$3.7K | ﹤0.01% | 9459 |
|
|
2022
Q3 | – | Sell |
-259
| Closed | -$6K | – | 10990 |
|
|
2022
Q2 | $6K | Sell |
259
-335
| -56% | -$8.07K | ﹤0.01% | 8732 |
|
|
2022
Q1 | $15K | Buy |
594
+479
| +417% | +$12.1K | ﹤0.01% | 7855 |
|
|
2021
Q4 | $3K | Buy |
+115
| New | +$2.99K | ﹤0.01% | 9700 |
|
|
2021
Q1 | – | Sell |
-410
| Closed | -$11K | – | 9534 |
|
|
2020
Q4 | $11K | Sell |
410
-1,222
| -75% | -$31.7K | ﹤0.01% | 7432 |
|
|
2020
Q3 | $42K | Buy |
1,632
+132
| +9% | +$3.37K | ﹤0.01% | 5780 |
|
|
2020
Q2 | $38K | Sell |
1,500
-377
| -20% | -$9.13K | ﹤0.01% | 6103 |
|
|
2020
Q1 | $42K | Buy |
+1,877
| New | +$47.1K | ﹤0.01% | 5974 |
|
UBS Group's WINC Position: Q3 2025 in Review
UBS Group sold out of Western Asset Short Duration Income ETF (WINC) in Q3 2025, closing a stake of 270 shares — an estimated $6.56K sold.
UBS Group first reported a position in WINC in Q1 2020 and held it in 15 quarters. The position peaked at $120K in Q1 2023. 0 funds tracked by Wall St. Rank hold WINC as of Q3 2025.
- UBS Group reported no remaining Western Asset Short Duration Income ETF position as of Q3 2025 after selling out during the quarter.
- UBS Group sold 270 Western Asset Short Duration Income ETF shares in Q3 2025, an estimated $6.56K.
- UBS Group first reported a position in Western Asset Short Duration Income ETF in Q1 2020 and held it in 15 quarters.
- UBS Group's Western Asset Short Duration Income ETF position peaked at $120K in Q1 2023.
- 0 funds tracked by Wall St. Rank held Western Asset Short Duration Income ETF as of Q3 2025.
Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.