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
2026 Q2	$439K	Sell	55,779 -4,184	-7%	-$32.5K	﹤0.01%	1239
2026 Q1	$461K	Sell	59,963 -4,562	-7%	-$35.8K	﹤0.01%	1119
2025 Q4	$496K	Sell	64,525 -7,471	-10%	-$58.4K	﹤0.01%	1019
2025 Q3	$569K	Sell	71,996 -7,645	-10%	-$58.9K	0.01%	808
2025 Q2	$599K	Sell	79,641 -7,223	-8%	-$54.3K	0.01%	756
2025 Q1	$678K	Buy	86,864 +339	+0.4%	+$2.65K	0.01%	698
2024 Q4	$670K	Buy	86,525 +3,766	+5%	+$30.3K	0.01%	610
2024 Q3	$679K	Sell	82,759 -286	-0.3%	-$2.3K	0.01%	520
2024 Q2	$653K	Sell	83,045 -1,762	-2%	-$13.7K	0.01%	518
2024 Q1	$672K	Buy	+84,807	New	+$665K	0.02%	425

Other funds holding SBI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

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

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

1CP

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

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

HWAM

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 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

Waverly Advisors's SBI Position: Q2 2026 in Review

Waverly Advisors reduced its Western Asset Intermediate Muni Fund (SBI) stake by 7% in Q2 2026, selling an estimated $32.5K and leaving 55,779 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1239.

Waverly Advisors first reported a position in SBI in Q1 2024 and has held it in 10 quarters since. The position peaked at $679K in Q3 2024. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Waverly Advisors held 55,779 shares of Western Asset Intermediate Muni Fund worth $439K as of Q2 2026.
Waverly Advisors sold 4,184 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $32.5K.
Western Asset Intermediate Muni Fund made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1239 holding.
Waverly Advisors first reported a position in Western Asset Intermediate Muni Fund in Q1 2024 and has held it in 10 quarters since.
Waverly Advisors's Western Asset Intermediate Muni Fund position peaked at $679K in Q3 2024.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.