Savvy Advisors Inc’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Savvy Advisors Inc’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
2026 Q1	$139K	Buy	+18,143	New	+$142K	﹤0.01%	1089

Other funds holding SBI

RCM

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

1CP

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Savvy Advisors Inc's SBI Position: Q1 2026 in Review

Savvy Advisors Inc opened a new position in Western Asset Intermediate Muni Fund (SBI) in Q1 2026: 18,143 shares worth $139K. The stake represents ﹤0.01% of the portfolio and ranks #1089 among its holdings.

62 funds tracked by Wall St. Rank hold SBI as of Q1 2026.

Savvy Advisors Inc held 18,143 shares of Western Asset Intermediate Muni Fund worth $139K as of Q1 2026.
Western Asset Intermediate Muni Fund was a new Savvy Advisors Inc position in Q1 2026.
Western Asset Intermediate Muni Fund made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #1089 holding.
62 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.