Independent Advisor Alliance’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Independent Advisor Alliance’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	–	Sell	-50,251	Closed	-$386K	–	1519
2026 Q1	$386K	Buy	+50,251	New	+$394K	﹤0.01%	1219
2025 Q1	–	Sell	-50,251	Closed	-$389K	–	1264
2024 Q4	$389K	Buy	+50,251	New	+$405K	0.01%	1036
2020 Q1	–	Sell	-48,535	Closed	-$441K	–	776
2019 Q4	$441K	Buy	+48,535	New	+$446K	0.02%	561

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

Independent Advisor Alliance's SBI Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2026, closing a stake of 50,251 shares — an estimated $386K sold.

Independent Advisor Alliance first reported a position in SBI in Q4 2019 and held it in 3 quarters. The position peaked at $441K in Q4 2019. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Independent Advisor Alliance reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 50,251 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $386K.
Independent Advisor Alliance first reported a position in Western Asset Intermediate Muni Fund in Q4 2019 and held it in 3 quarters.
Independent Advisor Alliance's Western Asset Intermediate Muni Fund position peaked at $441K in Q4 2019.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.