Aquire Wealth Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Aquire Wealth Advisors’s Portfolio SBI Stock Details SBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-19,660	Closed	-$156K	–	51
2025 Q3	$156K	Hold	19,660	–	–	0.04%	50
2025 Q2	$148K	Hold	19,660	–	–	0.04%	46
2025 Q1	$153K	Hold	19,660	–	–	0.05%	48
2024 Q4	$152K	Hold	19,660	–	–	0.05%	50
2024 Q3	$161K	Hold	19,660	–	–	0.05%	46
2024 Q2	$155K	Hold	19,660	–	–	0.05%	43
2024 Q1	$156K	Hold	19,660	–	–	0.05%	46
2023 Q4	$151K	Hold	19,660	–	–	0.06%	40
2023 Q3	$141K	Hold	19,660	–	–	0.06%	39
2023 Q2	$150K	Sell	19,660 -19,660	-50%	-$152K	0.06%	39
2023 Q1	$156K	Buy	39,320 +19,660	+100%	+$154K	0.07%	38
2022 Q4	$149K	Hold	19,660	–	–	0.07%	35
2022 Q3	$145K	Hold	19,660	–	–	0.08%	34
2022 Q2	$158K	Hold	19,660	–	–	0.09%	34
2022 Q1	$169K	Hold	19,660	–	–	0.09%	37
2021 Q4	$190K	Buy	+19,660	New	+$190K	0.1%	40

Other funds holding SBI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Aquire Wealth Advisors's SBI Position: Q4 2025 in Review

Aquire Wealth Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2025, closing a stake of 19,660 shares — an estimated $156K sold.

Aquire Wealth Advisors first reported a position in SBI in Q4 2021 and held it in 16 quarters. The position peaked at $190K in Q4 2021. 55 funds tracked by Wall St. Rank hold SBI as of Q4 2025.

Aquire Wealth Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2025 after selling out during the quarter.
Aquire Wealth Advisors sold 19,660 Western Asset Intermediate Muni Fund shares in Q4 2025, an estimated $156K.
Aquire Wealth Advisors first reported a position in Western Asset Intermediate Muni Fund in Q4 2021 and held it in 16 quarters.
Aquire Wealth Advisors's Western Asset Intermediate Muni Fund position peaked at $190K in Q4 2021.
55 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2025.

Based on Aquire Wealth Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.