Rothschild Investment LLC’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
$94K Hold
12,500
0.01% 657
2025
Q1
$97.5K Hold
12,500
0.01% 637
2024
Q4
$96.8K Hold
12,500
0.01% 646
2024
Q3
$103K Buy
+12,500
New +$103K 0.01% 641