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

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $6.95B AUM 15.85% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Carson Advisory Athens, Georgia $193M AUM 14.52% 1-Year Est. Return

Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return