AWM
SBI

Avior Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-2,618
Closed -$20.3K – 2023
2024
Q4 		$20.3K Sell
2,618
-427
-14% -$3.44K ﹤0.01% 1407
2024
Q3 		$25K Buy
3,045
+1,216
+66% +$9.78K ﹤0.01% 1330
2024
Q2 		$14.4K Hold
1,829
– – ﹤0.01% 1417
2024
Q1 		$14.5K Buy
+1,829
New +$14.3K ﹤0.01% 1725

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Carson Advisory Athens, Georgia $218M AUM 20.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Avior Wealth Management's SBI Position: Q1 2025 in Review

Avior Wealth Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2025, closing a stake of 2,618 shares — an estimated $20.3K sold.

Avior Wealth Management first reported a position in SBI in Q1 2024 and held it in 4 quarters. The position peaked at $25K in Q3 2024. 60 funds tracked by Wall St. Rank hold SBI as of Q1 2025.

  • Avior Wealth Management reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 2,618 Western Asset Intermediate Muni Fund shares in Q1 2025, an estimated $20.3K.
  • Avior Wealth Management first reported a position in Western Asset Intermediate Muni Fund in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Western Asset Intermediate Muni Fund position peaked at $25K in Q3 2024.
  • 60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.