LA
SBI

LexAurum Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

LexAurum Advisors’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
2025
Q1 		– Sell
-35,000
Closed -$271K – 359
2024
Q4 		$271K Buy
+35,000
New +$282K 0.05% 276

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Carson Advisory Athens, Georgia $193M AUM 14.52% 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

LexAurum Advisors's SBI Position: Q1 2025 in Review

LexAurum Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2025, closing a stake of 35,000 shares — an estimated $271K sold.

LexAurum Advisors first reported a position in SBI in Q4 2024 and held it in 1 quarter. The position peaked at $271K in Q4 2024. 60 funds tracked by Wall St. Rank hold SBI as of Q1 2025.

  • LexAurum Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2025 after selling out during the quarter.
  • LexAurum Advisors sold 35,000 Western Asset Intermediate Muni Fund shares in Q1 2025, an estimated $271K.
  • LexAurum Advisors first reported a position in Western Asset Intermediate Muni Fund in Q4 2024 and held it in 1 quarter.
  • LexAurum Advisors's Western Asset Intermediate Muni Fund position peaked at $271K in Q4 2024.
  • 60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2025.

Based on LexAurum Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.