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 Q2	$1.3M	Sell	165,297 -3,300	-2%	-$25.6K	0.6%	34
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 $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Advisory's SBI Position: Q2 2026 in Review

Carson Advisory reduced its Western Asset Intermediate Muni Fund (SBI) stake by 2% in Q2 2026, selling an estimated $25.6K and leaving 165,297 shares worth $1.3M. The position accounts for 0.6% of the portfolio, ranked #34.

Carson Advisory first reported a position in SBI in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.54M in Q1 2025. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Carson Advisory held 165,297 shares of Western Asset Intermediate Muni Fund worth $1.3M as of Q2 2026.
Carson Advisory sold 3,300 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $25.6K.
Western Asset Intermediate Muni Fund made up 0.6% of Carson Advisory's portfolio in Q2 2026, its #34 holding.
Carson Advisory first reported a position in Western Asset Intermediate Muni Fund in Q3 2024 and has held it in 8 quarters since.
Carson Advisory's Western Asset Intermediate Muni Fund position peaked at $1.54M in Q1 2025.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.