WA
SBI

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

Whipplewood Advisors’s Portfolio SBI Stock Details SBI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$640K Buy
85,086
+84,982
+81,713% +$639K 0.35% 78
2025
Q1 		$663K Sell
104
-82,783
-100% -$528M 0.39% 67
2024
Q4 		$642K Buy
+82,887
New +$642K 0.36% 67