Creative Planning’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Creative Planning’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 Q3	–	Sell	-18,140	Closed	-$143K	–	3291
2024 Q2	$143K	Buy	18,140 +477	+3%	+$3.71K	﹤0.01%	2766
2024 Q1	$140K	Hold	17,663	–	–	﹤0.01%	2644
2023 Q4	$136K	Hold	17,663	–	–	﹤0.01%	2526
2023 Q3	$126K	Buy	+17,663	New	+$133K	﹤0.01%	2352
2017 Q3	–	Sell	-3,785	Closed	-$37K	–	3371
2017 Q2	$37K	Hold	3,785	–	–	﹤0.01%	2757
2017 Q1	$36K	Hold	3,785	–	–	﹤0.01%	2709
2016 Q4	$36K	Hold	3,785	–	–	﹤0.01%	2659
2016 Q3	$40K	Hold	3,785	–	–	﹤0.01%	2537
2016 Q2	$40K	Hold	3,785	–	–	﹤0.01%	2301
2016 Q1	$39K	Hold	3,785	–	–	﹤0.01%	2270
2015 Q4	$39K	Hold	3,785	–	–	﹤0.01%	2325
2015 Q3	$37K	Buy	+3,785	New	+$36.9K	﹤0.01%	2275
2015 Q2	–	Sell	-3,785	Closed	-$38K	–	2649
2015 Q1	$38K	Buy	+3,785	New	+$37.6K	﹤0.01%	2219

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Creative Planning's SBI Position: Q3 2024 in Review

Creative Planning sold out of Western Asset Intermediate Muni Fund (SBI) in Q3 2024, closing a stake of 18,140 shares — an estimated $143K sold.

Creative Planning first reported a position in SBI in Q1 2015 and held it in 13 quarters. The position peaked at $143K in Q2 2024. 58 funds tracked by Wall St. Rank hold SBI as of Q3 2024.

Creative Planning reported no remaining Western Asset Intermediate Muni Fund position as of Q3 2024 after selling out during the quarter.
Creative Planning sold 18,140 Western Asset Intermediate Muni Fund shares in Q3 2024, an estimated $143K.
Creative Planning first reported a position in Western Asset Intermediate Muni Fund in Q1 2015 and held it in 13 quarters.
Creative Planning's Western Asset Intermediate Muni Fund position peaked at $143K in Q2 2024.
58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2024.

Based on Creative Planning's 13F filing for Q3 2024, filed 11 Oct 2024.