RWML
WIA

RAFFA WEALTH MANAGEMENT, LLC’s Western Asset Inflation-Linked Income Fund WIA Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $377M AUM 38.72% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RGC
Roberts, Glore & Co Deerfield, Illinois $364M AUM 19.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WIA Position: Q3 2021 in Review

RAFFA WEALTH MANAGEMENT, LLC 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, LLC 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, LLC reported no remaining Western Asset Inflation-Linked Income Fund position as of Q3 2021 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 5,024 Western Asset Inflation-Linked Income Fund shares in Q3 2021, an estimated $70.3K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Western Asset Inflation-Linked Income Fund in Q2 2021 and held it in 1 quarter.
  • RAFFA WEALTH MANAGEMENT, LLC'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, LLC's 13F filing for Q3 2021, filed 27 Jul 2026.