CA
SBI
Carson Advisory’s Western Asset Intermediate Muni Fund SBI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | +$661K | 0.94% | 28 |
|
|
2024
Q3 | $733K | Buy |
+89,381
| New | +$733K | 0.46% | 64 |
|