Sit Investment Associates’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$214K	Buy	27,928 +6,728	+32%	+$52.7K	﹤0.01%	434
2025 Q4	$163K	Hold	21,200	–	–	﹤0.01%	453
2025 Q3	$168K	Hold	21,200	–	–	﹤0.01%	448
2025 Q2	$159K	Sell	21,200 -607,021	-97%	-$4.56M	﹤0.01%	457
2025 Q1	$4.9M	Sell	628,221 -553,369	-47%	-$4.33M	0.11%	195
2024 Q4	$9.15M	Sell	1,181,590 -100,555	-8%	-$810K	0.21%	140
2024 Q3	$10.5M	Buy	1,282,145 +89,646	+8%	+$721K	0.23%	119
2024 Q2	$9.37M	Sell	1,192,499 -32,996	-3%	-$257K	0.22%	135
2024 Q1	$9.71M	Buy	1,225,495 +171,456	+16%	+$1.35M	0.22%	140
2023 Q4	$8.12M	Buy	1,054,039 +447,678	+74%	+$3.3M	0.2%	154
2023 Q3	$4.34M	Buy	606,361 +284,430	+88%	+$2.14M	0.12%	195
2023 Q2	$2.45M	Hold	321,931	–	–	0.06%	266
2023 Q1	$2.54M	Buy	+321,931	New	+$2.53M	0.07%	265
2015 Q3	–	Sell	-10,000	Closed	-$97K	–	524
2015 Q2	$97K	Hold	10,000	–	–	﹤0.01%	419
2015 Q1	$100K	Hold	10,000	–	–	﹤0.01%	413
2014 Q4	$98K	Hold	10,000	–	–	﹤0.01%	414
2014 Q3	$97K	Hold	10,000	–	–	﹤0.01%	421
2014 Q2	$98K	Hold	10,000	–	–	﹤0.01%	434
2014 Q1	$95K	Hold	10,000	–	–	﹤0.01%	438
2013 Q4	$90K	Hold	10,000	–	–	﹤0.01%	441
2013 Q3	$91K	Hold	10,000	–	–	﹤0.01%	433
2013 Q2	$95K	Buy	+10,000	New	+$99.4K	﹤0.01%	424