HBW Advisory Services’s Western Asset Inflation-Linked Opportunities & Income Fund WIW Stock Holding History

HBW Advisory Services’s Portfolio WIW Stock Details WIW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$609K	Hold	72,553	–	–	0.06%	285
2026 Q1	$614K	Buy	72,553 +435	+0.6%	+$3.74K	0.06%	268
2025 Q4	$619K	Buy	72,118 +22,055	+44%	+$194K	0.07%	256
2025 Q3	$445K	Buy	50,063 +35,965	+255%	+$318K	0.05%	281
2025 Q2	$123K	Buy	+14,098	New	+$121K	0.02%	394

Other funds holding WIW

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Investment Advisory Services The Woodlands, Texas $347M AUM 23.74% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return