Avantax Advisory Services’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Avantax Advisory Services’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 Q2	$1.19M	Buy	157,997 +430	+0.3%	+$3.23K	0.01%	1062
2025 Q1	$1.23M	Buy	157,567 +1,957	+1%	+$15.3K	0.01%	987
2024 Q4	$1.2M	Buy	155,610 +4,090	+3%	+$33K	0.01%	958
2024 Q3	$1.24M	Buy	+151,520	New	+$1.22M	0.01%	918
2020 Q4	–	Sell	-11,900	Closed	-$108K	–	1287
2020 Q3	$108K	Buy	+11,900	New	+$107K	﹤0.01%	1298

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

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

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

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

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

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Carson Advisory Athens, Georgia $193M AUM 14.52% 1-Year Est. Return

RCM

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

Avantax Advisory Services's SBI Position: Q2 2025 in Review

Avantax Advisory Services increased its Western Asset Intermediate Muni Fund (SBI) stake by 0.27% in Q2 2025, buying an estimated $3.23K and bringing the position to 157,997 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1062.

Avantax Advisory Services first reported a position in SBI in Q3 2020 and has held it in 5 quarters since. The position peaked at $1.24M in Q3 2024. 57 funds tracked by Wall St. Rank hold SBI as of Q2 2025.

Avantax Advisory Services held 157,997 shares of Western Asset Intermediate Muni Fund worth $1.19M as of Q2 2025.
Avantax Advisory Services bought 430 Western Asset Intermediate Muni Fund shares in Q2 2025, an estimated $3.23K.
Western Asset Intermediate Muni Fund made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1062 holding.
Avantax Advisory Services first reported a position in Western Asset Intermediate Muni Fund in Q3 2020 and has held it in 5 quarters since.
Avantax Advisory Services's Western Asset Intermediate Muni Fund position peaked at $1.24M in Q3 2024.
57 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.