Carson Advisory Inc.

Position in SBI — Western Asset Intermediate Muni Fund Inc.

CIK 1909304 ATHENS, GA

Position in SBI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,300,887

+$6,063 QoQ

Shares Held

165,297

-2.0% QoQ

Ownership

1.17%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#13

of 59 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Carson Advisory Inc. holds $7,413,510 across 11 Asset Management names. SBI ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NZF	Nuveen Municipal Credit Income Fund	131,159	$1,663,096
2	SBI	Western Asset Intermediate Muni Fund Inc. This page	165,297	$1,300,887
3	BX	Blackstone Inc.	9,573	$1,126,454
4	CG	Carlyle Group Inc.	18,526	$780,129
5	BAM	Brookfield Asset Management Ltd.	12,706	$569,864
6	APO	Apollo Global Management, Inc.	4,473	$529,200
7	MMU	Western Asset Managed Municipals Fund Inc.	39,604	$412,673
8	RVT	Royce Small-Cap Trust, Inc.	18,408	$339,995

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,300,887	165,297	-2.0%	Shares	Sole	2026-08-11
2026-03-31	$1,294,824	168,597	-1.2%	Shares	Sole	2026-05-07
2025-12-31	$1,310,184	170,597	-7.4%	Shares	Sole	2026-02-12
2025-09-30	$1,456,998	184,197	-5.5%	Shares	Sole	2025-11-06
2025-06-30	$1,465,625	194,897	-1.5%	Shares	Sole	2025-08-05
2025-03-31	$1,542,816	197,797	+13.2%	Shares	Sole	2025-05-02
2024-12-31	$1,352,588	174,753	+95.5%	Shares	Sole	2025-02-13
2024-09-30	$732,924	89,381	—	Shares	Sole	2024-11-01
No filing history on record for this holder in this stock.