Western Asset Core Bond-IWATFX
13F holders, Q3 2024 (September 30)2holders
1new positions
1sold out
$10.02avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Western Asset Core Bond-I (WATFX) in their 13F filings, unchanged from Q2 2024. 1 opened new positions and 1 sold out. The largest holders were Encompass Wealth Advisors, LLC ($1.5M) and Grey Fox Wealth Advisors, LLC ($18K).
- Company
- Western Asset Core Bond-I
- Filed as
- Leggm Wstras Cor Bd I (Q3 2024)
- CUSIP
- 957663305
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $18K |
| Exits | 1 | $31K |
All 13F filers, Q2 2024 → Q3 2024: 15,770 shares bought and 2,983 shares sold, net +12,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Encompass Wealth Advisors, LLC | 0.39% | Add +0.9% | 141,365 | $1.5M |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 14,512 | $18K |
"% of holder's portfolio" is WATFX's weight in each manager's 13F, not the share of Western Asset Core Bond-I the manager owns.