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

PKS 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
2025
Q2 		– Sell
-14,000
Closed -$109K – 273
2025
Q1 		$109K Hold
14,000
– – 0.03% 237
2024
Q4 		$108K Buy
+14,000
New +$113K 0.03% 239

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Whitebox Advisors
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
CA
Carson Advisory Athens, Georgia $218M AUM 20.51% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

PKS Advisory Services's SBI Position: Q2 2025 in Review

PKS Advisory Services sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2025, closing a stake of 14,000 shares — an estimated $109K sold.

PKS Advisory Services first reported a position in SBI in Q4 2024 and held it in 2 quarters. The position peaked at $109K in Q1 2025. 57 funds tracked by Wall St. Rank hold SBI as of Q2 2025.

  • PKS Advisory Services reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2025 after selling out during the quarter.
  • PKS Advisory Services sold 14,000 Western Asset Intermediate Muni Fund shares in Q2 2025, an estimated $109K.
  • PKS Advisory Services first reported a position in Western Asset Intermediate Muni Fund in Q4 2024 and held it in 2 quarters.
  • PKS Advisory Services's Western Asset Intermediate Muni Fund position peaked at $109K in Q1 2025.
  • 57 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2025.

Based on PKS Advisory Services's 13F filing for Q2 2025, filed 12 Aug 2025.