MC
SBI

Moors & Cabot’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Moors & Cabot’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
Q2 		– Sell
-11,216
Closed -$87.5K – 932
2025
Q1 		$87.5K Buy
+11,216
New +$87.8K ﹤0.01% 841

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
CA
Carson Advisory Athens, Georgia $193M AUM 14.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Moors & Cabot's SBI Position: Q2 2025 in Review

Moors & Cabot sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2025, closing a stake of 11,216 shares — an estimated $87.5K sold.

Moors & Cabot first reported a position in SBI in Q1 2025 and held it in 1 quarter. The position peaked at $87.5K in Q1 2025. 57 funds tracked by Wall St. Rank hold SBI as of Q2 2025.

  • Moors & Cabot reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2025 after selling out during the quarter.
  • Moors & Cabot sold 11,216 Western Asset Intermediate Muni Fund shares in Q2 2025, an estimated $87.5K.
  • Moors & Cabot first reported a position in Western Asset Intermediate Muni Fund in Q1 2025 and held it in 1 quarter.
  • Moors & Cabot's Western Asset Intermediate Muni Fund position peaked at $87.5K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2025.

Based on Moors & Cabot's 13F filing for Q2 2025, filed 6 Aug 2025.