Morgan Stanley’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Morgan Stanley’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	$2.4M	Buy	312,300 +13,476	+5%	+$106K	﹤0.01%	4640
2025 Q4	$2.29M	Buy	298,824 +38,788	+15%	+$303K	﹤0.01%	4716
2025 Q3	$2.06M	Buy	260,036 +29,792	+13%	+$230K	﹤0.01%	4763
2025 Q2	$1.73M	Buy	230,244 +19,383	+9%	+$146K	﹤0.01%	4793
2025 Q1	$1.64M	Buy	210,861 +4,560	+2%	+$35.7K	﹤0.01%	4723
2024 Q4	$1.6M	Sell	206,301 -22,442	-10%	-$181K	﹤0.01%	4849
2024 Q3	$1.88M	Sell	228,743 -1,505	-0.7%	-$12.1K	﹤0.01%	4698
2024 Q2	$1.81M	Buy	230,248 +8,789	+4%	+$68.4K	﹤0.01%	4628
2024 Q1	$1.75M	Sell	221,459 -229,685	-51%	-$1.8M	﹤0.01%	4669
2023 Q4	$3.47M	Buy	451,144 +13,316	+3%	+$98.3K	﹤0.01%	4613
2023 Q3	$3.13M	Sell	437,828 -20,208	-4%	-$152K	﹤0.01%	4072
2023 Q2	$3.49M	Sell	458,036 -13,750	-3%	-$106K	﹤0.01%	4031
2023 Q1	$3.73M	Sell	471,786 -16,078	-3%	-$126K	﹤0.01%	4022
2022 Q4	$3.7M	Buy	487,864 +9,736	+2%	+$72.7K	﹤0.01%	4005
2022 Q3	$3.52M	Sell	478,128 -2,970	-0.6%	-$23.8K	﹤0.01%	3975
2022 Q2	$3.88M	Buy	481,098 +275,386	+134%	+$2.23M	﹤0.01%	3988
2022 Q1	$1.77M	Buy	205,712 +2,979	+1%	+$27K	﹤0.01%	4605
2021 Q4	$1.95M	Buy	202,733 +9,680	+5%	+$93.8K	﹤0.01%	4610
2021 Q3	$1.88M	Buy	193,053 +827	+0.4%	+$8.08K	﹤0.01%	4620
2021 Q2	$1.88M	Sell	192,226 -24,508	-11%	-$234K	﹤0.01%	4681
2021 Q1	$2.01M	Sell	216,734 -3,790	-2%	-$35K	﹤0.01%	4253
2020 Q4	$2.03M	Sell	220,524 -72,725	-25%	-$657K	﹤0.01%	4150
2020 Q3	$2.66M	Sell	293,249 -268,744	-48%	-$2.41M	﹤0.01%	3401
2020 Q2	$4.81M	Sell	561,993 -32,177	-5%	-$270K	﹤0.01%	2713
2020 Q1	$5.01M	Buy	594,170 +22,964	+4%	+$210K	﹤0.01%	2460
2019 Q4	$5.19M	Buy	571,206 +50,405	+10%	+$463K	﹤0.01%	3171
2019 Q3	$4.78M	Buy	520,801 +10,154	+2%	+$92.8K	﹤0.01%	2920
2019 Q2	$4.57M	Buy	510,647 +26,355	+5%	+$233K	﹤0.01%	3006
2019 Q1	$4.27M	Buy	484,292 +44,681	+10%	+$387K	﹤0.01%	2862
2018 Q4	$3.67M	Buy	439,611 +57,320	+15%	+$477K	﹤0.01%	3241
2018 Q3	$3.23M	Sell	382,291 -30,767	-7%	-$264K	﹤0.01%	3612
2018 Q2	$3.58M	Sell	413,058 -5,915	-1%	-$51.3K	﹤0.01%	3540
2018 Q1	$3.62M	Buy	418,973 +17,672	+4%	+$160K	﹤0.01%	3395
2017 Q4	$3.74M	Sell	401,301 -35,429	-8%	-$337K	﹤0.01%	3413
2017 Q3	$4.25M	Sell	436,730 -8,600	-2%	-$84.7K	﹤0.01%	3139
2017 Q2	$4.38M	Sell	445,330 -23,570	-5%	-$231K	﹤0.01%	2993
2017 Q1	$4.47M	Buy	468,900 +701	+0.1%	+$6.7K	﹤0.01%	2963
2016 Q4	$4.45M	Sell	468,199 -79,723	-15%	-$790K	﹤0.01%	3118
2016 Q3	$5.78M	Buy	547,922 +70,284	+15%	+$741K	﹤0.01%	2529
2016 Q2	$5.05M	Sell	477,638 -6,223	-1%	-$65.6K	﹤0.01%	2602
2016 Q1	$5.02M	Buy	483,861 +26,572	+6%	+$277K	﹤0.01%	2532
2015 Q4	$4.67M	Buy	457,289 +14,401	+3%	+$144K	﹤0.01%	2728
2015 Q3	$4.38M	Buy	442,888 +33,876	+8%	+$330K	﹤0.01%	2771
2015 Q2	$3.97M	Sell	409,012 -3,437	-0.8%	-$34.2K	﹤0.01%	2999
2015 Q1	$4.14M	Buy	412,449 +44,894	+12%	+$446K	﹤0.01%	2930
2014 Q4	$3.59M	Buy	367,555 +24,173	+7%	+$236K	﹤0.01%	3038
2014 Q3	$3.33M	Buy	343,382 +20,007	+6%	+$194K	﹤0.01%	3007
2014 Q2	$3.16M	Buy	323,375 +40,866	+14%	+$394K	﹤0.01%	3103
2014 Q1	$2.69M	Sell	282,509 -7,703	-3%	-$72.7K	﹤0.01%	3166
2013 Q4	$2.63M	Buy	290,212 +6,493	+2%	+$58.5K	﹤0.01%	3173
2013 Q3	$2.59M	Buy	283,719 +6,171	+2%	+$55.7K	﹤0.01%	3017
2013 Q2	$2.64M	Buy	+277,548	New	+$2.76M	﹤0.01%	2922