Ashton Thomas Private Wealth’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Ashton Thomas Private Wealth’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	-22,463	Closed	-$179K	–	1047
2025 Q3	$179K	Hold	22,463	–	–	﹤0.01%	940
2025 Q2	$170K	Hold	22,463	–	–	0.01%	811
2025 Q1	$176K	Hold	22,463	–	–	0.01%	789
2024 Q4	$174K	Hold	22,463	–	–	0.01%	756
2024 Q3	$184K	Hold	22,463	–	–	0.01%	600
2024 Q2	$177K	Hold	22,463	–	–	0.01%	592
2024 Q1	$178K	Hold	22,463	–	–	0.01%	580
2023 Q4	$173K	Hold	22,463	–	–	0.01%	563
2023 Q3	$161K	Hold	22,463	–	–	0.01%	544
2023 Q2	$171K	Hold	22,463	–	–	0.01%	554
2023 Q1	$178K	Buy	+22,463	New	+$176K	0.02%	483

Other funds holding SBI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ashton Thomas Private Wealth's SBI Position: Q4 2025 in Review

Ashton Thomas Private Wealth sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2025, closing a stake of 22,463 shares — an estimated $179K sold.

Ashton Thomas Private Wealth first reported a position in SBI in Q1 2023 and held it in 11 quarters. The position peaked at $184K in Q3 2024. 55 funds tracked by Wall St. Rank hold SBI as of Q4 2025.

Ashton Thomas Private Wealth reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2025 after selling out during the quarter.
Ashton Thomas Private Wealth sold 22,463 Western Asset Intermediate Muni Fund shares in Q4 2025, an estimated $179K.
Ashton Thomas Private Wealth first reported a position in Western Asset Intermediate Muni Fund in Q1 2023 and held it in 11 quarters.
Ashton Thomas Private Wealth's Western Asset Intermediate Muni Fund position peaked at $184K in Q3 2024.
55 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2025.

Based on Ashton Thomas Private Wealth's 13F filing for Q4 2025, filed 29 Jan 2026.