RHS Financial, LLC
Position in WIA — Western Asset Inflation-Linked Income Fund
CIK 1766514
SAN FRANCISCO, CA
Position in WIA
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,880,932
+$256,327 QoQ
Shares Held
231,357
+15.1% QoQ
Ownership
0.992%
of shares outstanding
% of Portfolio
3.01%
of 13F equity value
Holder Rank
#5
of 52 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WIA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026RHS Financial, LLC holds $6,192,327 across 5 Asset Management names. WIA ranks #2 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BHK |
Blackrock Core Bond Trust
|
270,763 | $2,482,896 | |
| 2 | WIA |
Western Asset Inflation-Linked Income Fund
This page
|
231,357 | $1,880,932 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
76,852 | $999,844 | |
| 4 | FHI |
Federated Hermes, Inc.
|
8,680 | $479,309 | |
| 5 | NAC |
Nuveen California Quality Municipal Income Fund
|
28,824 | $349,346 |
All Filings in WIA
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,880,932 | 231,357 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,624,605 | 201,065 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,559,928 | 188,625 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,587,750 | 188,569 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,543,130 | 183,706 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,487,469 | 178,140 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,409,288 | 176,161 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,425,045 | 166,672 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,341,186 | 167,439 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,334,772 | 163,977 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,299,313 | 160,014 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $683,890 | 87,454 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||