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

Waverly 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 Q2	$599K	Sell
2025 Q1	$678K	Buy
2024 Q4	$670K	Buy
2024 Q3	$679K	Sell
2024 Q2	$653K	Sell
2024 Q1	$672K	Buy