PP
WIA

PFS Partners’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

PFS Partners’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
2025
Q1 		– Sell
-314
Closed -$2.51K – 460
2024
Q4 		$2.51K Hold
314
– – ﹤0.01% 390
2024
Q3 		$2.69K Hold
314
– – ﹤0.01% 391
2024
Q2 		$2.52K Hold
314
– – ﹤0.01% 379
2024
Q1 		$2.56K Hold
314
– – ﹤0.01% 402
2023
Q4 		$2.55K Hold
314
– – ﹤0.01% 396
2023
Q3 		$2.46K Sell
314
-617
-66% -$5.08K ﹤0.01% 394
2023
Q2 		$7.69K Buy
931
+18
+2% +$154 0.01% 289
2023
Q1 		$7.9K Buy
913
+17
+2% +$149 0.01% 235
2022
Q4 		$7.71K Buy
896
+23
+3% +$204 0.01% 230
2022
Q3 		$7.81K Buy
873
+20
+2% +$201 0.01% 218
2022
Q2 		$8.34K Buy
853
+17
+2% +$181 0.01% 216
2022
Q1 		$9.78K Buy
836
+13
+2% +$159 0.01% 215
2021
Q4 		$10.9K Buy
+823
New +$11.5K 0.01% 203

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
CC
CF Capital Cohasset, Massachusetts $83M AUM 14.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

PFS Partners's WIA Position: Q1 2025 in Review

PFS Partners sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q1 2025, closing a stake of 314 shares — an estimated $2.51K sold.

PFS Partners first reported a position in WIA in Q4 2021 and held it in 13 quarters. The position peaked at $10.9K in Q4 2021. 49 funds tracked by Wall St. Rank hold WIA as of Q1 2025.

  • PFS Partners reported no remaining Western Asset Inflation-Linked Income Fund position as of Q1 2025 after selling out during the quarter.
  • PFS Partners sold 314 Western Asset Inflation-Linked Income Fund shares in Q1 2025, an estimated $2.51K.
  • PFS Partners first reported a position in Western Asset Inflation-Linked Income Fund in Q4 2021 and held it in 13 quarters.
  • PFS Partners's Western Asset Inflation-Linked Income Fund position peaked at $10.9K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2025.

Based on PFS Partners's 13F filing for Q1 2025, filed 14 Apr 2025.