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

TRUE Private 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
2024 Q1	–	Sell	-12,210	Closed	-$94K	–	303
2023 Q4	$94K	Hold	12,210	–	–	0.01%	289
2023 Q3	$87.4K	Hold	12,210	–	–	0.01%	259
2023 Q2	$93K	Hold	12,210	–	–	0.01%	238
2023 Q1	$96.5K	Hold	12,210	–	–	0.01%	231
2022 Q4	$92.7K	Hold	12,210	–	–	0.01%	219
2022 Q3	$89K	Hold	12,210	–	–	0.01%	213
2022 Q2	$98K	Hold	12,210	–	–	0.01%	224
2022 Q1	$98K	Buy	+12,210	New	+$110K	0.01%	235

Other funds holding SBI

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

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

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

1CP

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

LSC

Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TRUE Private Wealth Advisors's SBI Position: Q1 2024 in Review

TRUE Private Wealth Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q1 2024, closing a stake of 12,210 shares — an estimated $94K sold.

TRUE Private Wealth Advisors first reported a position in SBI in Q1 2022 and held it in 8 quarters. The position peaked at $98K in Q2 2022. 58 funds tracked by Wall St. Rank hold SBI as of Q1 2024.

TRUE Private Wealth Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q1 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 12,210 Western Asset Intermediate Muni Fund shares in Q1 2024, an estimated $94K.
TRUE Private Wealth Advisors first reported a position in Western Asset Intermediate Muni Fund in Q1 2022 and held it in 8 quarters.
TRUE Private Wealth Advisors's Western Asset Intermediate Muni Fund position peaked at $98K in Q2 2022.
58 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.