RHS Financial’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

RHS Financial’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	$1.62M	Buy	201,065 +12,440	+7%	+$102K	0.77%	34
2025 Q4	$1.56M	Buy	188,625 +56	+0%	+$468	0.76%	36
2025 Q3	$1.59M	Buy	188,569 +4,863	+3%	+$40.8K	0.82%	35
2025 Q2	$1.54M	Buy	183,706 +5,566	+3%	+$45.7K	0.88%	34
2025 Q1	$1.49M	Buy	178,140 +1,979	+1%	+$16.2K	0.83%	36
2024 Q4	$1.41M	Buy	176,161 +9,489	+6%	+$78.4K	0.73%	42
2024 Q3	$1.43M	Sell	166,672 -767	-0.5%	-$6.28K	0.72%	40
2024 Q2	$1.34M	Buy	167,439 +3,462	+2%	+$27.8K	0.82%	33
2024 Q1	$1.33M	Buy	163,977 +3,963	+2%	+$32.1K	0.78%	30
2023 Q4	$1.3M	Buy	160,014 +72,560	+83%	+$574K	0.82%	32
2023 Q3	$684K	Buy	+87,454	New	+$721K	0.48%	52

Other funds holding WIA

KIM

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

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

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

PCM

PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return

RHS Financial's WIA Position: Q1 2026 in Review

RHS Financial increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 6.6% in Q1 2026, buying an estimated $102K and bringing the position to 201,065 shares worth $1.62M. The position accounts for 0.77% of the portfolio, ranked #34.

RHS Financial first reported a position in WIA in Q3 2023 and has held it in 11 quarters since. 52 funds tracked by Wall St. Rank hold WIA as of Q1 2026.

RHS Financial held 201,065 shares of Western Asset Inflation-Linked Income Fund worth $1.62M as of Q1 2026.
RHS Financial bought 12,440 Western Asset Inflation-Linked Income Fund shares in Q1 2026, an estimated $102K.
Western Asset Inflation-Linked Income Fund made up 0.77% of RHS Financial's portfolio in Q1 2026, its #34 holding.
RHS Financial first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2023 and has held it in 11 quarters since.
52 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q1 2026.

Based on RHS Financial's 13F filing for Q1 2026, filed 28 Apr 2026.