SIA
SBI

SkyView Investment Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

SkyView Investment Advisors’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
Q3 		– Sell
-14,058
Closed -$106K – 338
2025
Q2 		$106K Hold
14,058
– – 0.02% 267
2025
Q1 		$110K Hold
14,058
– – 0.02% 264
2024
Q4 		$109K Hold
14,058
– – 0.02% 238
2024
Q3 		$115K Sell
14,058
-5,018
-26% -$40.4K 0.02% 233
2024
Q2 		$150K Sell
19,076
-66,367
-78% -$516K 0.03% 265
2024
Q1 		$677K Buy
+85,443
New +$670K 0.13% 144
2023
Q4 		– Sell
-95,475
Closed -$684K – 432
2023
Q3 		$684K Hold
95,475
– – 0.28% 96
2023
Q2 		$728K Hold
95,475
– – 0.18% 154
2023
Q1 		$755K Hold
95,475
– – 0.18% 159
2022
Q4 		$725K Hold
95,475
– – 0.22% 158
2022
Q3 		$702K Buy
+95,475
New +$765K 0.21% 168

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
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $6.95B AUM 15.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return