SIAG
SBI

Safeguard Investment Advisory Group’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Safeguard Investment Advisory Group’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
2021
Q1 		– Sell
-11
Closed – – 582
2020
Q4 		$0 Buy
+11
New +$99 ﹤0.01% 783

Other funds holding SBI

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KIM
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Safeguard Investment Advisory Group's SBI Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2021, closing a stake of 11 shares.

Safeguard Investment Advisory Group first reported a position in SBI in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 60 funds tracked by Wall St. Rank hold SBI as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 11 Western Asset Intermediate Muni Fund shares in Q1 2021.
  • Safeguard Investment Advisory Group first reported a position in Western Asset Intermediate Muni Fund in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Western Asset Intermediate Muni Fund position peaked at $0 in Q4 2020.
  • 60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.