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

Mutual 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
2026 Q3	$217K	Buy	+30,998	New	+$235K	﹤0.01%	1320

Other funds holding SBI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $195M AUM 10.53% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Carson Advisory Athens, Georgia $208M AUM 11.02% 1-Year Est. Return

Mutual Advisors's SBI Position: Q3 2026 in Review

Mutual Advisors opened a new position in Western Asset Intermediate Muni Fund (SBI) in Q3 2026: 30,998 shares worth $217K. The stake represents ﹤0.01% of the portfolio and ranks #1320 among its holdings.

52 funds tracked by Wall St. Rank hold SBI as of Q3 2026.

Mutual Advisors held 30,998 shares of Western Asset Intermediate Muni Fund worth $217K as of Q3 2026.
Western Asset Intermediate Muni Fund was a new Mutual Advisors position in Q3 2026.
Western Asset Intermediate Muni Fund made up ﹤0.01% of Mutual Advisors's portfolio in Q3 2026, its #1320 holding.
52 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.