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 Q2	$1.51M	Buy	191,371 +10,686	+6%	+$83K	﹤0.01%	2657
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 $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

Cetera Investment Advisers's SBI Position: Q2 2026 in Review

Cetera Investment Advisers increased its Western Asset Intermediate Muni Fund (SBI) stake by 5.9% in Q2 2026, buying an estimated $83K and bringing the position to 191,371 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #2657.

Cetera Investment Advisers first reported a position in SBI in Q1 2024 and has held it in 10 quarters since. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Cetera Investment Advisers held 191,371 shares of Western Asset Intermediate Muni Fund worth $1.51M as of Q2 2026.
Cetera Investment Advisers bought 10,686 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $83K.
Western Asset Intermediate Muni Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2657 holding.
Cetera Investment Advisers first reported a position in Western Asset Intermediate Muni Fund in Q1 2024 and has held it in 10 quarters since.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.