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 $2.1B AUM 2.15% 1-Year Est. Return

1CP

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SkyView Investment Advisors's SBI Position: Q3 2025 in Review

SkyView Investment Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q3 2025, closing a stake of 14,058 shares — an estimated $106K sold.

SkyView Investment Advisors first reported a position in SBI in Q3 2022 and held it in 11 quarters. The position peaked at $755K in Q1 2023. 57 funds tracked by Wall St. Rank hold SBI as of Q3 2025.

SkyView Investment Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q3 2025 after selling out during the quarter.
SkyView Investment Advisors sold 14,058 Western Asset Intermediate Muni Fund shares in Q3 2025, an estimated $106K.
SkyView Investment Advisors first reported a position in Western Asset Intermediate Muni Fund in Q3 2022 and held it in 11 quarters.
SkyView Investment Advisors's Western Asset Intermediate Muni Fund position peaked at $755K in Q1 2023.
57 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2025.

Based on SkyView Investment Advisors's 13F filing for Q3 2025, filed 13 Feb 2026.