Kestra Advisory Services’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Kestra Advisory Services’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
2024 Q4	–	Sell	-10,750	Closed	-$88.2K	–	2802
2024 Q3	$88.2K	Hold	10,750	–	–	﹤0.01%	2480
2024 Q2	$84.5K	Buy	+10,750	New	+$83.6K	﹤0.01%	2534
2021 Q4	–	Sell	-30,257	Closed	-$295K	–	2169
2021 Q3	$295K	Buy	+30,257	New	+$296K	﹤0.01%	1684
2021 Q1	–	Sell	-55,006	Closed	-$505K	–	2032
2020 Q4	$505K	Buy	+55,006	New	+$497K	0.01%	1206

Other funds holding SBI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 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

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carson Advisory Athens, Georgia $218M AUM 20.51% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Kestra Advisory Services's SBI Position: Q4 2024 in Review

Kestra Advisory Services sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2024, closing a stake of 10,750 shares — an estimated $88.2K sold.

Kestra Advisory Services first reported a position in SBI in Q4 2020 and held it in 4 quarters. The position peaked at $505K in Q4 2020. 58 funds tracked by Wall St. Rank hold SBI as of Q4 2024.

Kestra Advisory Services reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2024 after selling out during the quarter.
Kestra Advisory Services sold 10,750 Western Asset Intermediate Muni Fund shares in Q4 2024, an estimated $88.2K.
Kestra Advisory Services first reported a position in Western Asset Intermediate Muni Fund in Q4 2020 and held it in 4 quarters.
Kestra Advisory Services's Western Asset Intermediate Muni Fund position peaked at $505K in Q4 2020.
58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2024.

Based on Kestra Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.