IFP Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

IFP Advisors’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
2023 Q1	–	Sell	-27	Closed	-$1K	–	4443
2022 Q4	$1K	Hold	27	–	–	﹤0.01%	4513
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	4706
2022 Q2	$1K	Hold	27	–	–	﹤0.01%	4474
2022 Q1	$1K	Buy	+27	New	+$329	﹤0.01%	4472
2017 Q4	–	Sell	-825	Closed	-$10K	–	4120
2017 Q3	$10K	Hold	825	–	–	﹤0.01%	3044
2017 Q2	$9K	Hold	825	–	–	﹤0.01%	3109
2017 Q1	$9K	Hold	825	–	–	﹤0.01%	3004
2016 Q4	$9K	Hold	825	–	–	﹤0.01%	2989
2016 Q3	$9K	Hold	825	–	–	﹤0.01%	2917
2016 Q2	$9K	Buy	+825	New	+$9.39K	﹤0.01%	2817
2016 Q1	–	Sell	-825	Closed	-$9K	–	3459
2015 Q4	$9K	Buy	+825	New	+$8.78K	﹤0.01%	2649

Other funds holding WIA

KIM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

RGC

Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

IFP Advisors's WIA Position: Q1 2023 in Review

IFP Advisors sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2023, closing a stake of 27 shares — an estimated $1K sold.

IFP Advisors first reported a position in WIA in Q4 2015 and held it in 11 quarters. The position peaked at $10K in Q3 2017. 49 funds tracked by Wall St. Rank hold WIA as of Q1 2023.

IFP Advisors reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 27 Western Asset Inflation-Linked Income Fund shares in Q1 2023, an estimated $1K.
IFP Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2015 and held it in 11 quarters.
IFP Advisors's Western Asset Inflation-Linked Income Fund position peaked at $10K in Q3 2017.
49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.