Noble Wealth Management PBC’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$572K Buy
73,335
+2,500
+4% +$19.5K 0.39% 76
2024
Q4
$548K Buy
+70,835
New +$548K 0.38% 74