Insight Wealth Partners, LLC
Position in WEA — Western Asset Premier Bond Fund
CIK 1627003
Plano, TX
Position in WEA
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$851,478
-$64,474 QoQ
Shares Held
79,951
-7.7% QoQ
Ownership
0.674%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#17
of 40 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WEA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Insight Wealth Partners, LLC holds $2,495,018 across 2 Asset Management names. WEA ranks #2 (34.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
54,476 | $1,643,540 | |
| 2 | WEA |
Western Asset Premier Bond Fund
This page
|
79,951 | $851,478 |
All Filings in WEA
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $851,478 | 79,951 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $915,952 | 86,574 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,046,173 | 94,848 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,059,966 | 94,387 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $992,916 | 91,513 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,017,453 | 90,763 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $955,988 | 88,764 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $950,847 | 84,295 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $869,033 | 82,844 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $902,208 | 84,794 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $938,941 | 86,939 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $889,221 | 88,129 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $883,758 | 86,728 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $798,058 | 78,241 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $803,341 | 75,502 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $772,851 | 78,943 | Shares | Sole | 2022-12-01 | |
| 2022-06-30 | $891,301 | 84,244 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $989,484 | 82,457 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,023,677 | 71,436 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $759,218 | 53,769 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $178,730 | 12,142 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||