NAS
SBI

NWF Advisory Services’s Western Asset Intermediate Muni Fund SBI Stock Holding History

NWF Advisory Services’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
2024
Q4 		– Sell
-11,250
Closed -$92.3K – 396
2024
Q3 		$92.3K Buy
+11,250
New +$90.5K 0.01% 329

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CA
Carson Advisory Athens, Georgia $218M AUM 20.51% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

NWF Advisory Services's SBI Position: Q4 2024 in Review

NWF Advisory Services sold out of Western Asset Intermediate Muni Fund (SBI) in Q4 2024, closing a stake of 11,250 shares — an estimated $92.3K sold.

NWF Advisory Services first reported a position in SBI in Q3 2024 and held it in 1 quarter. The position peaked at $92.3K in Q3 2024. 58 funds tracked by Wall St. Rank hold SBI as of Q4 2024.

  • NWF Advisory Services reported no remaining Western Asset Intermediate Muni Fund position as of Q4 2024 after selling out during the quarter.
  • NWF Advisory Services sold 11,250 Western Asset Intermediate Muni Fund shares in Q4 2024, an estimated $92.3K.
  • NWF Advisory Services first reported a position in Western Asset Intermediate Muni Fund in Q3 2024 and held it in 1 quarter.
  • NWF Advisory Services's Western Asset Intermediate Muni Fund position peaked at $92.3K in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q4 2024.

Based on NWF Advisory Services's 13F filing for Q4 2024, filed 14 May 2025.