Sard Wealth Management Group’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Sard Wealth Management 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
2025 Q2	–	Sell	-11,892	Closed	-$92.8K	–	50
2025 Q1	$92.8K	Hold	11,892	–	–	0.06%	48
2024 Q4	$92K	Sell	11,892 -3,052	-20%	-$24.6K	0.06%	46
2024 Q3	$123K	Hold	14,944	–	–	0.08%	46
2024 Q2	$117K	Buy	+14,944	New	+$116K	0.08%	44
2024 Q1	–	Sell	-34,740	Closed	-$267K	–	44
2023 Q4	$267K	Buy	+34,740	New	+$256K	0.27%	35

Other funds holding SBI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

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

Sard Wealth Management Group's SBI Position: Q2 2025 in Review

Sard Wealth Management Group sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2025, closing a stake of 11,892 shares — an estimated $92.8K sold.

Sard Wealth Management Group first reported a position in SBI in Q4 2023 and held it in 5 quarters. The position peaked at $267K in Q4 2023. 57 funds tracked by Wall St. Rank hold SBI as of Q2 2025.

Sard Wealth Management Group reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2025 after selling out during the quarter.
Sard Wealth Management Group sold 11,892 Western Asset Intermediate Muni Fund shares in Q2 2025, an estimated $92.8K.
Sard Wealth Management Group first reported a position in Western Asset Intermediate Muni Fund in Q4 2023 and held it in 5 quarters.
Sard Wealth Management Group's Western Asset Intermediate Muni Fund position peaked at $267K in Q4 2023.
57 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2025.

Based on Sard Wealth Management Group's 13F filing for Q2 2025, filed 9 Jul 2025.