Citadel Advisors
SBI

Citadel Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Citadel Advisors’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
Q1 		– Sell
-13,568
Closed -$105K – 15434
2024
Q4 		$105K Buy
+13,568
New +$109K ﹤0.01% 11413
2024
Q1 		– Sell
-33,852
Closed -$261K – 15349
2023
Q4 		$261K Buy
+33,852
New +$250K ﹤0.01% 9436

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Carson Advisory Athens, Georgia $193M AUM 14.52% 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

Citadel Advisors's SBI Position: Q1 2025 in Review

Citadel Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2025, closing a stake of 13,568 shares — an estimated $105K sold.

Citadel Advisors first reported a position in SBI in Q4 2023 and held it in 2 quarters. The position peaked at $261K in Q4 2023. 60 funds tracked by Wall St. Rank hold SBI as of Q1 2025.

  • Citadel Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2025 after selling out during the quarter.
  • Citadel Advisors sold 13,568 Western Asset Intermediate Muni Fund shares in Q1 2025, an estimated $105K.
  • Citadel Advisors first reported a position in Western Asset Intermediate Muni Fund in Q4 2023 and held it in 2 quarters.
  • Citadel Advisors's Western Asset Intermediate Muni Fund position peaked at $261K in Q4 2023.
  • 60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.