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Equibles

MELFA WEALTH MANAGEMENT, INC.

Position in WEA — Western Asset Premier Bond Fund

CIK 1962465 WESTBOROUGH, MA
Back to WEA Full portfolio

Position in WEA

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$184,042
+$1,210 QoQ
Shares Held
17,281
0.0% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#27
of 40 holders
Holding Since
Jun 2023
13 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, 2026

MELFA WEALTH MANAGEMENT, INC. holds $74,996,063 across 109 Asset Management names. WEA ranks #83 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PMO
Franklin Municipal Opportunities Trust
 459,506 $4,843,193
2 MHD
Blackrock Muniholdings Fund, Inc.
 362,781 $4,317,093
3 MYI
Blackrock Muniyield Quality Fund III, Inc.
 385,248 $4,280,105
4 EVN
Eaton Vance Municipal Income Trust
 354,956 $3,996,804
5 BKT
Blackrock Income Trust, Inc.
 370,468 $3,971,416
6 MQY
Blackrock Muniyield Quality Fund, Inc.
 223,331 $2,590,639
7 MFM
Aberdeen Municipal Income Fund
 431,579 $2,425,473
8 NVG
Nuveen AMT-Free Municipal Credit Income Fund
 182,401 $2,334,732

All Filings in WEA

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $184,042 17,281
2026-03-31 $182,832 17,281
2025-12-31 $190,609 17,281
2025-09-30 $194,065 17,281
2025-06-30 $187,498 17,281
2025-03-31 $193,720 17,281
2024-12-31 $186,116 17,281
2024-09-30 $194,929 17,281
2024-06-30 $181,277 17,281
2024-03-31 $237,069 22,281
2023-12-31 $240,634 22,281
2023-09-30 $236,095 23,399
2023-06-30 $237,987 23,355