RWM
WIA

Raffa Wealth Management’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

Raffa Wealth Management’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
2021
Q3 		– Sell
-5,024
Closed -$70.3K – 1133
2021
Q2 		$70.3K Buy
+5,024
New +$67.8K 0.02% 98

Other funds holding WIA

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Wakefield Asset Management Englewood, Colorado $444M AUM 46.63% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $404M AUM 28.4% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Raffa Wealth Management's WIA Position: Q3 2021 in Review

Raffa Wealth Management sold out of Western Asset Inflation-Linked Income Fund (WIA) in Q3 2021, closing a stake of 5,024 shares — an estimated $70.3K sold.

Raffa Wealth Management first reported a position in WIA in Q2 2021 and held it in 1 quarter. The position peaked at $70.3K in Q2 2021. 50 funds tracked by Wall St. Rank hold WIA as of Q3 2021.

  • Raffa Wealth Management reported no remaining Western Asset Inflation-Linked Income Fund position as of Q3 2021 after selling out during the quarter.
  • Raffa Wealth Management sold 5,024 Western Asset Inflation-Linked Income Fund shares in Q3 2021, an estimated $70.3K.
  • Raffa Wealth Management first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2021 and held it in 1 quarter.
  • Raffa Wealth Management's Western Asset Inflation-Linked Income Fund position peaked at $70.3K in Q2 2021.
  • 50 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2021.

Based on Raffa Wealth Management's 13F filing for Q3 2021, filed 27 Jul 2026.