Northwest Financial Advisors’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
Q2
$102K Hold
13,500
0.14% 92
2025
Q1
$105K Buy
+13,500
New +$105K 0.09% 117