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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50,251
Closed -$389K – 1264
2024
Q4 		$389K Buy
+50,251
New +$389K 0.01% 1036
2020
Q1 		– Sell
-48,535
Closed -$441K – 761
2019
Q4 		$441K Buy
+48,535
New +$441K 0.02% 561