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
2025 Q2	$1.47M	Sell
2025 Q1	$1.54M	Buy
2024 Q4	$1.35M	Buy
2024 Q3	$733K	Buy