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

IFP 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
2023
Q1 		– Sell
-147
Closed -$1K – 4254
2022
Q4 		$1K Buy
147
+38
+35% +$284 ﹤0.01% 4465
2022
Q3 		$1K Sell
109
-2
-2% -$16 ﹤0.01% 4668
2022
Q2 		$1K Hold
111
– – ﹤0.01% 4440
2022
Q1 		$1K Buy
+111
New +$1K ﹤0.01% 4438

Other funds holding SBI

1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
WhitTier Trust Company
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

IFP Advisors's SBI Position: Q1 2023 in Review

IFP Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2023, closing a stake of 147 shares — an estimated $1K sold.

IFP Advisors first reported a position in SBI in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q4 2022. 64 funds tracked by Wall St. Rank hold SBI as of Q1 2023.

  • IFP Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2023 after selling out during the quarter.
  • IFP Advisors sold 147 Western Asset Intermediate Muni Fund shares in Q1 2023, an estimated $1K.
  • IFP Advisors first reported a position in Western Asset Intermediate Muni Fund in Q1 2022 and held it in 4 quarters.
  • IFP Advisors's Western Asset Intermediate Muni Fund position peaked at $1K in Q4 2022.
  • 64 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.