Creative Financial Designs’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Creative Financial Designs’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 Q3	$294K	Hold	38,573	–	–	0.01%	548
2026 Q2	$314K	Hold	38,573	–	–	0.01%	506
2026 Q1	$312K	Hold	38,573	–	–	0.02%	424
2025 Q4	$319K	Hold	38,573	–	–	0.02%	389
2025 Q3	$325K	Hold	38,573	–	–	0.02%	387
2025 Q2	$324K	Hold	38,573	–	–	0.02%	386
2025 Q1	$322K	Hold	38,573	–	–	0.03%	350
2024 Q4	$309K	Sell	38,573 -971	-2%	-$8.02K	0.03%	364
2024 Q3	$338K	Hold	39,544	–	–	0.03%	346
2024 Q2	$317K	Sell	39,544 -917	-2%	-$7.35K	0.03%	343
2024 Q1	$329K	Hold	40,461	–	–	0.03%	321
2023 Q4	$329K	Hold	40,461	–	–	0.03%	299
2023 Q3	$316K	Buy	40,461 +7,171	+22%	+$59.1K	0.04%	275
2023 Q2	$275K	Buy	33,290 +13,682	+70%	+$117K	0.03%	293
2023 Q1	$170K	Buy	+19,608	New	+$172K	0.02%	360

Other funds holding WIA

RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return

Wakefield Asset Management Englewood, Colorado $437M AUM 35.92% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Quadcap Wealth Management Frisco, Texas $1.06B AUM 19.48% 1-Year Est. Return

UHLMANN PRICE SECURITIES Skokie, Illinois $1.86B AUM 66.72% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Creative Financial Designs's WIA Position: Q3 2026 in Review

Creative Financial Designs held its Western Asset Inflation-Linked Income Fund (WIA) position steady in Q3 2026 at 38,573 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #548.

Creative Financial Designs first reported a position in WIA in Q1 2023 and has held it in 15 quarters since. The position peaked at $338K in Q3 2024. 17 funds tracked by Wall St. Rank hold WIA as of Q3 2026.

Creative Financial Designs held 38,573 shares of Western Asset Inflation-Linked Income Fund worth $294K as of Q3 2026.
Creative Financial Designs left its Western Asset Inflation-Linked Income Fund share count unchanged in Q3 2026.
Western Asset Inflation-Linked Income Fund made up 0.01% of Creative Financial Designs's portfolio in Q3 2026, its #548 holding.
Creative Financial Designs first reported a position in Western Asset Inflation-Linked Income Fund in Q1 2023 and has held it in 15 quarters since.
Creative Financial Designs's Western Asset Inflation-Linked Income Fund position peaked at $338K in Q3 2024.
17 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.