BAM
SBI

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

Belpointe Asset 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
2023
Q2 		– Sell
-610
Closed -$4.82K – 2840
2023
Q1 		$4.82K Hold
610
– – ﹤0.01% 3030
2022
Q4 		$4.63K Buy
+610
New +$4.56K ﹤0.01% 2963

Other funds holding SBI

1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.21B AUM 13.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Belpointe Asset Management's SBI Position: Q2 2023 in Review

Belpointe Asset Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2023, closing a stake of 610 shares — an estimated $4.82K sold.

Belpointe Asset Management first reported a position in SBI in Q4 2022 and held it in 2 quarters. The position peaked at $4.82K in Q1 2023. 60 funds tracked by Wall St. Rank hold SBI as of Q2 2023.

  • Belpointe Asset Management reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 610 Western Asset Intermediate Muni Fund shares in Q2 2023, an estimated $4.82K.
  • Belpointe Asset Management first reported a position in Western Asset Intermediate Muni Fund in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Western Asset Intermediate Muni Fund position peaked at $4.82K in Q1 2023.
  • 60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.