Cetera Investment Advisers
SBI

Cetera Investment Advisers’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Cetera Investment Advisers’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 		$1.39M Buy
180,685
+3,257
+2% +$25.5K ﹤0.01% 2618
2025
Q4 		$1.36M Buy
177,428
+2,643
+2% +$20.7K ﹤0.01% 2565
2025
Q3 		$1.38M Buy
174,785
+160,302
+1,107% +$1.24M ﹤0.01% 2498
2025
Q2 		$109K Sell
14,483
-517
-3% -$3.89K ﹤0.01% 3874
2025
Q1 		$117K Sell
15,000
-5,721
-28% -$44.8K ﹤0.01% 3745
2024
Q4 		$160K Sell
20,721
-1,253
-6% -$10.1K ﹤0.01% 3482
2024
Q3 		$180K Buy
21,974
+85
+0.4% +$684 ﹤0.01% 3422
2024
Q2 		$172K Buy
21,889
+973
+5% +$7.57K ﹤0.01% 3404
2024
Q1 		$166K Buy
+20,916
New +$164K ﹤0.01% 3399

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 $501B 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 $12.6B 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 $223M AUM 0.62% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $6.95B 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