Cetera Advisor Networks’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$146K	Buy	18,470 +68	+0.4%	+$534	﹤0.01%	2646
2023 Q4	$142K	Buy	18,402 +4,990	+37%	+$36.8K	﹤0.01%	2606
2023 Q3	$96K	Buy	13,412 +43	+0.3%	+$323	﹤0.01%	2573
2023 Q2	$102K	Buy	13,369 +450	+3%	+$3.47K	﹤0.01%	2466
2023 Q1	$102K	Buy	+12,919	New	+$101K	﹤0.01%	2435
2022 Q4	–	Sell	-10,738	Closed	-$79K	–	2589
2022 Q3	$79K	Buy	10,738 +44	+0.4%	+$352	﹤0.01%	1987
2022 Q2	$86K	Buy	10,694 +42	+0.4%	+$340	﹤0.01%	1969
2022 Q1	$92K	Buy	10,652 +37	+0.3%	+$335	﹤0.01%	1974
2021 Q4	$102K	Buy	10,615 +35	+0.3%	+$339	﹤0.01%	1958
2021 Q3	$103K	Sell	10,580 -6,666	-39%	-$65.1K	﹤0.01%	1890
2021 Q2	$168K	Buy	17,246 +6,735	+64%	+$64.3K	﹤0.01%	1791
2021 Q1	$98K	Buy	+10,511	New	+$97.1K	﹤0.01%	1443
2020 Q3	–	Sell	-7,240	Closed	-$62K	–	2692
2020 Q2	$62K	Buy	+7,240	New	+$60.9K	﹤0.01%	1787

Other funds holding SBI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisor Networks's SBI Position: Q1 2024 in Review

Cetera Advisor Networks increased its Western Asset Intermediate Muni Fund (SBI) stake by 0.37% in Q1 2024, buying an estimated $534 and bringing the position to 18,470 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Cetera Advisor Networks first reported a position in SBI in Q2 2020 and has held it in 13 quarters since. The position peaked at $168K in Q2 2021. 58 funds tracked by Wall St. Rank hold SBI as of Q1 2024.

Cetera Advisor Networks held 18,470 shares of Western Asset Intermediate Muni Fund worth $146K as of Q1 2024.
Cetera Advisor Networks bought 68 Western Asset Intermediate Muni Fund shares in Q1 2024, an estimated $534.
Western Asset Intermediate Muni Fund made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2646 holding.
Cetera Advisor Networks first reported a position in Western Asset Intermediate Muni Fund in Q2 2020 and has held it in 13 quarters since.
Cetera Advisor Networks's Western Asset Intermediate Muni Fund position peaked at $168K in Q2 2021.
58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.