WA
SBI

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

Whitebox 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
Q1 		$1.57M Hold
204,801
– – 0.02% 266
2025
Q4 		$1.57M Hold
204,801
– – 0.03% 238
2025
Q3 		$1.62M Sell
204,801
-47,825
-19% -$368K 0.03% 213
2025
Q2 		$1.9M Sell
252,626
-18,812
-7% -$141K 0.05% 191
2025
Q1 		$2.12M Hold
271,438
– – 0.07% 162
2024
Q4 		$2.1M Buy
271,438
+100,000
+58% +$806K 0.08% 131
2024
Q3 		$1.41M Buy
171,438
+1,994
+1% +$16K 0.06% 141
2024
Q2 		$1.33M Buy
169,444
+126,303
+293% +$982K 0.05% 137
2024
Q1 		$342K Buy
+43,141
New +$338K 0.01% 156

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return