Cambridge Investment Research Advisors
SBI

Cambridge Investment Research Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Cambridge Investment Research 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
2026
Q2 		$345K Buy
43,846
+13,059
+42% +$101K ﹤0.01% 3090
2026
Q1 		$236K Buy
30,787
+15,926
+107% +$125K ﹤0.01% 3519
2025
Q4 		$114K Buy
+14,861
New +$116K ﹤0.01% 3689
2023
Q4 		– Sell
-29,896
Closed -$214K – 3288
2023
Q3 		$214K Sell
29,896
-4,996
-14% -$37.5K ﹤0.01% 2765
2023
Q2 		$266K Sell
34,892
-5,519
-14% -$42.5K ﹤0.01% 2645
2023
Q1 		$320K Sell
40,411
-343
-0.8% -$2.69K ﹤0.01% 2435
2022
Q4 		$309K Buy
40,754
+26,550
+187% +$198K ﹤0.01% 2408
2022
Q3 		$104K Hold
14,204
– – ﹤0.01% 2848
2022
Q2 		$114K Buy
14,204
+3,058
+27% +$24.7K ﹤0.01% 2845
2022
Q1 		$96K Buy
11,146
+284
+3% +$2.57K ﹤0.01% 3018
2021
Q4 		$105K Buy
10,862
+1
+0% +$10 ﹤0.01% 3029
2021
Q3 		$106K Buy
10,861
+261
+2% +$2.55K ﹤0.01% 2946
2021
Q2 		$104K Sell
10,600
-27
-0.3% -$258 ﹤0.01% 2966
2021
Q1 		$99K Buy
+10,627
New +$98.2K ﹤0.01% 2761
2020
Q3 		– Sell
-14,790
Closed -$127K – 2586
2020
Q2 		$127K Buy
14,790
+2,557
+21% +$21.5K ﹤0.01% 2286
2020
Q1 		$103K Buy
+12,233
New +$112K ﹤0.01% 2103
2019
Q4 		– Sell
-11,203
Closed -$103K – 2466
2019
Q3 		$103K Buy
11,203
+64
+0.6% +$585 ﹤0.01% 2229
2019
Q2 		$100K Buy
11,139
+57
+0.5% +$504 ﹤0.01% 2100
2019
Q1 		$98K Buy
11,082
+38
+0.3% +$329 ﹤0.01% 2191
2018
Q4 		$92K Buy
+11,044
New +$91.9K ﹤0.01% 2047

Other funds holding SBI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
TCM
Traub Capital Management Needham, Massachusetts $112M AUM 26.53% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Cambridge Investment Research Advisors's SBI Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Western Asset Intermediate Muni Fund (SBI) stake by 42% in Q2 2026, buying an estimated $101K and bringing the position to 43,846 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #3090.

Cambridge Investment Research Advisors first reported a position in SBI in Q4 2018 and has held it in 20 quarters since. 16 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

  • Cambridge Investment Research Advisors held 43,846 shares of Western Asset Intermediate Muni Fund worth $345K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 13,059 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $101K.
  • Western Asset Intermediate Muni Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3090 holding.
  • Cambridge Investment Research Advisors first reported a position in Western Asset Intermediate Muni Fund in Q4 2018 and has held it in 20 quarters since.
  • 16 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.