Western Asset Core Bond-IWATFX
13F holders, Q2 2024 (June 30)2holders +1
1new positions
0sold out
$10.47avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Western Asset Core Bond-I (WATFX) in their 13F filings, up 1 from Q1 2024. 1 opened new positions and 0 sold out. The largest holders were Encompass Wealth Advisors, LLC ($1.5M) and ORG Partners LLC ($31K).
- Company
- Western Asset Core Bond-I
- CUSIP
- 957663305
- Latest filing quarter
- Q3 2024
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $31K |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 2,983 shares bought and 1,064 shares sold, net +1,919 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Encompass Wealth Advisors, LLC | 0.39% | Reduce -0.8% | 140,107 | $1.5M |
| ORG Partners LLC | 0.00% | New | 2,983 | $31K |
"% 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.