IWM
SBI

IHT Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

IHT Wealth Management’s Portfolio SBI Stock Details SBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$153K Buy
20,328
+4,113
+25% +$30.9K ﹤0.01% 1113
2025
Q1 		$126K Buy
+16,215
New +$126K ﹤0.01% 1055
2018
Q2 		– Sell
-5,140
Closed -$44K – 1169
2018
Q1 		$44K Buy
5,140
+40
+0.8% +$342 0.01% 724
2017
Q4 		$48K Buy
+5,100
New +$48K 0.01% 714