SOA Wealth Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

SOA Wealth 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
2026 Q2	$3.8K	Hold	483	–	–	﹤0.01%	726
2026 Q1	$3.71K	Hold	483	–	–	﹤0.01%	675
2025 Q4	$3.71K	Hold	483	–	–	﹤0.01%	677
2025 Q3	$3.82K	Hold	483	–	–	﹤0.01%	685
2025 Q2	$3.63K	Hold	483	–	–	﹤0.01%	673
2025 Q1	$3.77K	Hold	483	–	–	﹤0.01%	658
2024 Q4	$3.74K	Hold	483	–	–	﹤0.01%	638
2024 Q3	$3.96K	Hold	483	–	–	﹤0.01%	622
2024 Q2	$3.8K	Hold	483	–	–	﹤0.01%	624
2024 Q1	$3.83K	Hold	483	–	–	﹤0.01%	637
2023 Q4	$3.72K	Hold	483	–	–	﹤0.01%	631
2023 Q3	$3.46K	Hold	483	–	–	﹤0.01%	657
2023 Q2	$3.68K	Hold	483	–	–	﹤0.01%	655
2023 Q1	$3.82K	Hold	483	–	–	﹤0.01%	658
2022 Q4	$3.67K	Hold	483	–	–	﹤0.01%	662
2022 Q3	$3K	Hold	483	–	–	﹤0.01%	677
2022 Q2	$3K	Hold	483	–	–	﹤0.01%	660
2022 Q1	$4K	Hold	483	–	–	﹤0.01%	726
2021 Q4	$4K	Hold	483	–	–	﹤0.01%	703
2021 Q3	$4K	Hold	483	–	–	﹤0.01%	722
2021 Q2	$4K	Hold	483	–	–	﹤0.01%	703
2021 Q1	$4K	Hold	483	–	–	﹤0.01%	654
2020 Q4	$4K	Buy	+483	New	+$4.36K	﹤0.01%	641

Other funds holding SBI

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

TCM

Traub Capital Management Needham, Massachusetts $112M AUM 26.53% 1-Year Est. Return

Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HWP

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

SOA Wealth Advisors's SBI Position: Q2 2026 in Review

SOA Wealth Advisors held its Western Asset Intermediate Muni Fund (SBI) position steady in Q2 2026 at 483 shares worth $3.8K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

SOA Wealth Advisors first reported a position in SBI in Q4 2020 and has held it in 23 quarters since. The position peaked at $4K in Q1 2022. 9 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

SOA Wealth Advisors held 483 shares of Western Asset Intermediate Muni Fund worth $3.8K as of Q2 2026.
SOA Wealth Advisors left its Western Asset Intermediate Muni Fund share count unchanged in Q2 2026.
Western Asset Intermediate Muni Fund made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #726 holding.
SOA Wealth Advisors first reported a position in Western Asset Intermediate Muni Fund in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Western Asset Intermediate Muni Fund position peaked at $4K in Q1 2022.
9 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.