Western Financial Corp ETF holdings
San Diego, CA
Reported $21.3M in 35 ETFs in its Form 13F for June 30, 2026.
ETF value
$21.3M
ETFs held
35
Change from prior quarter
+7.3%
With price moves
ETFs as a share of its 13F
6.2%
of $341.5M
Top 10 of 35 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| GOVT | iShares U.S. Treasury Bond ETF | $2.6M | 115,863 | +7,390 shares |
| SHYG | iShares 0-5 Year High Yield Corporate Bond ETF | $1.5M | 34,214 | +2,060 shares |
| TLT | iShares 20+ Year Treasury Bond ETF | $1.4M | 16,093 | +1,161 shares |
| SHV | iShares 0–1 Year Treasury Bond ETF | $1.4M | 12,431 | +675 shares |
| BSCU | Invesco BulletShares 2030 Corporate Bond ETF | $977K | 58,714 | +4,538 shares |
| BSCS | Invesco BulletShares 2028 Corporate Bond ETF | $976K | 47,940 | +1,964 shares |
| BSCT | Invesco BulletShares 2029 Corporate Bond ETF | $948K | 51,043 | +2,896 shares |
| BSCQ | Invesco BulletShares 2026 Corporate Bond ETF | $930K | 47,625 | +4,217 shares |
| BSCR | Invesco BulletShares 2027 Corporate Bond ETF | $918K | 46,810 | +4,481 shares |
| VV | Vanguard Morningstar Large-Cap ETF | $738K | 2,146 | No change |
25 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001954480. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Western Financial Corp own?
Western Financial Corp reported 35 ETF positions worth $21.3M in its Form 13F for June 30, 2026. The largest was GOVT, at $2.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.