CA
SBI

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

Carson Advisory’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
Q1 		$1.29M Sell
168,597
-2,000
-1% -$15.7K 0.67% 32
2025
Q4 		$1.31M Sell
170,597
-13,600
-7% -$106K 0.68% 34
2025
Q3 		$1.46M Sell
184,197
-10,700
-5% -$82.4K 0.79% 28
2025
Q2 		$1.47M Sell
194,897
-2,900
-1% -$21.8K 0.93% 25
2025
Q1 		$1.54M Buy
197,797
+23,044
+13% +$180K 1.04% 24
2024
Q4 		$1.35M Buy
174,753
+85,372
+96% +$688K 0.94% 28
2024
Q3 		$733K Buy
+89,381
New +$719K 0.46% 64

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Carson Advisory's SBI Position: Q1 2026 in Review

Carson Advisory reduced its Western Asset Intermediate Muni Fund (SBI) stake by 1.2% in Q1 2026, selling an estimated $15.7K and leaving 168,597 shares worth $1.29M. The position accounts for 0.67% of the portfolio, ranked #32.

Carson Advisory first reported a position in SBI in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q1 2025. 62 funds tracked by Wall St. Rank hold SBI as of Q1 2026.

  • Carson Advisory held 168,597 shares of Western Asset Intermediate Muni Fund worth $1.29M as of Q1 2026.
  • Carson Advisory sold 2,000 Western Asset Intermediate Muni Fund shares in Q1 2026, an estimated $15.7K.
  • Western Asset Intermediate Muni Fund made up 0.67% of Carson Advisory's portfolio in Q1 2026, its #32 holding.
  • Carson Advisory first reported a position in Western Asset Intermediate Muni Fund in Q3 2024 and has held it in 7 quarters since.
  • Carson Advisory's Western Asset Intermediate Muni Fund position peaked at $1.54M in Q1 2025.
  • 62 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.