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 Q3	$1.94M	Buy	254,860 +23,503	+10%	+$186K	0.66%	39
2026 Q2	$1.88M	Buy	231,357 +30,292	+15%	+$246K	0.76%	38
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

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

Matisse Capital Portland, Oregon $256M AUM 15.28% 1-Year Est. Return

GWI

Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

RHS Financial's WIA Position: Q3 2026 in Review

RHS Financial increased its Western Asset Inflation-Linked Income Fund (WIA) stake by 10% in Q3 2026, buying an estimated $186K and bringing the position to 254,860 shares worth $1.94M. The position accounts for 0.66% of the portfolio, ranked #39.

RHS Financial first reported a position in WIA in Q3 2023 and has held it in 13 quarters since. 8 funds tracked by Wall St. Rank hold WIA as of Q3 2026.

RHS Financial held 254,860 shares of Western Asset Inflation-Linked Income Fund worth $1.94M as of Q3 2026.
RHS Financial bought 23,503 Western Asset Inflation-Linked Income Fund shares in Q3 2026, an estimated $186K.
Western Asset Inflation-Linked Income Fund made up 0.66% of RHS Financial's portfolio in Q3 2026, its #39 holding.
RHS Financial first reported a position in Western Asset Inflation-Linked Income Fund in Q3 2023 and has held it in 13 quarters since.
8 funds tracked by Wall St. Rank held Western Asset Inflation-Linked Income Fund as of Q3 2026.

Based on RHS Financial's 13F filing for Q3 2026, filed 13 Oct 2026.