Blue Bell Private Wealth Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Blue Bell Private Wealth Management’s Portfolio WIA Stock Details WIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.8K	Hold	2,695	–	–	﹤0.01%	504
2025 Q4	$22.3K	Hold	2,695	–	–	﹤0.01%	478
2025 Q3	$22.7K	Hold	2,695	–	–	﹤0.01%	469
2025 Q2	$22.6K	Hold	2,695	–	–	﹤0.01%	459
2025 Q1	$22.5K	Hold	2,695	–	–	﹤0.01%	447
2024 Q4	$21.6K	Hold	2,695	–	–	﹤0.01%	440
2024 Q3	$23K	Hold	2,695	–	–	﹤0.01%	455
2024 Q2	$21.6K	Sell	2,695 -181	-6%	-$1.45K	﹤0.01%	451
2024 Q1	$23.4K	Sell	2,876 -300	-9%	-$2.43K	0.01%	447
2023 Q4	$25.8K	Hold	3,176	–	–	0.01%	401
2023 Q3	$24.8K	Hold	3,176	–	–	0.01%	333
2023 Q2	$26.2K	Sell	3,176 -1,200	-27%	-$10.3K	0.01%	327
2023 Q1	$37.9K	Sell	4,376 -456	-9%	-$4.01K	0.01%	253
2022 Q4	$41.6K	Hold	4,832	–	–	0.01%	228
2022 Q3	$43K	Sell	4,832 -827	-15%	-$8.29K	0.02%	220
2022 Q2	$55K	Buy	5,659 +140	+3%	+$1.49K	0.02%	210
2022 Q1	$65K	Buy	+5,519	New	+$67.3K	0.02%	201
2019 Q4	–	Sell	-1,400	Closed	-$16K	–	205
2019 Q3	$16K	Hold	1,400	–	–	0.01%	138
2019 Q2	$16K	Buy	+1,400	New	+$15.7K	0.01%	136
2018 Q1	–	Sell	-1,400	Closed	-$16K	–	236
2017 Q4	$16K	Hold	1,400	–	–	0.01%	164
2017 Q3	$16K	Buy	+1,400	New	+$16K	0.01%	163
2017 Q1	–	Sell	-115	Closed	-$2K	–	261
2016 Q4	$2K	Hold	115	–	–	﹤0.01%	257
2016 Q3	$2K	Hold	115	–	–	﹤0.01%	417
2016 Q2	$2K	Hold	115	–	–	﹤0.01%	422
2016 Q1	$1K	Hold	115	–	–	﹤0.01%	429
2015 Q4	$1K	Hold	115	–	–	﹤0.01%	438
2015 Q3	$1K	Hold	115	–	–	﹤0.01%	438
2015 Q2	$1K	Hold	115	–	–	﹤0.01%	426
2015 Q1	$1K	Hold	115	–	–	﹤0.01%	414
2014 Q4	$1K	Hold	115	–	–	﹤0.01%	425
2014 Q3	$1K	Hold	115	–	–	﹤0.01%	434
2014 Q2	$1K	Hold	115	–	–	﹤0.01%	402
2014 Q1	$1K	Hold	115	–	–	﹤0.01%	385
2013 Q4	$1K	Buy	+115	New	+$1.32K	﹤0.01%	396

Other funds holding WIA

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

WAM

Wakefield Asset Management Englewood, Colorado $377M AUM 38.72% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return

Blue Bell Private Wealth Management's WIA Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Western Asset Inflation-Linked Income Fund (WIA) position steady in Q1 2026 at 2,695 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #504.

Blue Bell Private Wealth Management first reported a position in WIA in Q4 2013 and has held it in 34 quarters since. The position peaked at $65K in Q1 2022. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

Blue Bell Private Wealth Management held 2,695 shares of Western Asset Inflation-Linked Income Fund worth $21.8K as of Q1 2026.
Blue Bell Private Wealth Management left its Western Asset Inflation-Linked Income Fund share count unchanged in Q1 2026.
Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #504 holding.
Blue Bell Private Wealth Management first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2013 and has held it in 34 quarters since.
Blue Bell Private Wealth Management's Western Asset Inflation-Linked Income Fund position peaked at $65K in Q1 2022.
52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.