MYIA
WIA

Mount Yale Investment Advisors’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Mount Yale Investment 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
2026
Q1 		$168K Sell
20,750
-1,600
-7% -$13.2K ﹤0.01% 1068
2025
Q4 		$185K Buy
22,350
+6,000
+37% +$50.2K 0.01% 699
2025
Q3 		$138K Buy
+16,350
New +$137K 0.01% 651

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Baird Financial Group
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
GC
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
RF
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
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Wells Fargo
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

Mount Yale Investment Advisors's WIA Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its Western Asset Inflation-Linked Income Fund (WIA) stake by 7.2% in Q1 2026, selling an estimated $13.2K and leaving 20,750 shares worth $168K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Mount Yale Investment Advisors first reported a position in WIA in Q3 2025 and has held it in 3 quarters since. The position peaked at $185K in Q4 2025. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

  • Mount Yale Investment Advisors held 20,750 shares of Western Asset Inflation-Linked Income Fund worth $168K as of Q1 2026.
  • Mount Yale Investment Advisors sold 1,600 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $13.2K.
  • Western Asset Inflation-Linked Income Fund made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1068 holding.
  • Mount Yale Investment Advisors first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Mount Yale Investment Advisors's Western Asset Inflation-Linked Income Fund position peaked at $185K in Q4 2025.
  • 52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.