IAA
SBI

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
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 $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 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

Independent Advisor Alliance's SBI Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Western Asset Intermediate Muni Fund (SBI) in Q1 2026: 50,251 shares worth $386K. The stake represents ﹤0.01% of the portfolio and ranks #1219 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in SBI as recently as Q4 2024.

Independent Advisor Alliance first reported a position in SBI in Q4 2019 and has held it in 3 quarters since. The position peaked at $441K in Q4 2019. 62 funds tracked by Wall St. Rank hold SBI as of Q1 2026.

  • Independent Advisor Alliance held 50,251 shares of Western Asset Intermediate Muni Fund worth $386K as of Q1 2026.
  • Western Asset Intermediate Muni Fund was a new Independent Advisor Alliance position in Q1 2026.
  • Western Asset Intermediate Muni Fund made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1219 holding.
  • Independent Advisor Alliance first reported a position in Western Asset Intermediate Muni Fund in Q4 2019 and has held it in 3 quarters since.
  • Independent Advisor Alliance's Western Asset Intermediate Muni Fund position peaked at $441K in Q4 2019.
  • 62 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.