Carson Wealth (CWM LLC)’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Carson Wealth (CWM LLC)’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	$6.06K	Buy	+750	New	+$6.17K	﹤0.01%	4959
2025 Q3	–	Sell	-37	Closed	–	–	5579
2025 Q2	$0	Hold	37	–	–	﹤0.01%	5329
2025 Q1	$0	Hold	37	–	–	﹤0.01%	5226
2024 Q4	$0	Hold	37	–	–	﹤0.01%	5194
2024 Q3	$0	Buy	+37	New	+$303	﹤0.01%	5192
2023 Q1	–	Sell	-1,830	Closed	-$16K	–	4363
2022 Q4	$16K	Buy	+1,830	New	+$16.2K	﹤0.01%	2534
2022 Q3	–	Sell	-4,569	Closed	-$45K	–	4214
2022 Q2	$45K	Buy	+4,569	New	+$48.7K	﹤0.01%	1681
2019 Q1	–	Sell	-6,897	Closed	-$73K	–	3304
2018 Q4	$73K	Buy	+6,897	New	+$74.5K	﹤0.01%	787
2016 Q4	–	Sell	-3,100	Closed	-$35K	–	1195
2016 Q3	$35K	Buy	+3,100	New	+$35.7K	﹤0.01%	479

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 $21.8B AUM 28.57% 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

Carson Wealth (CWM LLC)'s WIA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Western Asset Inflation-Linked Income Fund (WIA) in Q1 2026: 750 shares worth $6.06K. The stake represents ﹤0.01% of the portfolio and ranks #4959 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in WIA as recently as Q2 2025.

Carson Wealth (CWM LLC) first reported a position in WIA in Q3 2016 and has held it in 9 quarters since. The position peaked at $73K in Q4 2018. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

Carson Wealth (CWM LLC) held 750 shares of Western Asset Inflation-Linked Income Fund worth $6.06K as of Q1 2026.
Western Asset Inflation-Linked Income Fund was a new Carson Wealth (CWM LLC) position in Q1 2026.
Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4959 holding.
Carson Wealth (CWM LLC) first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2016 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Western Asset Inflation-Linked Income Fund position peaked at $73K in Q4 2018.
52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.