Ariadne Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Ariadne Wealth Management’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	$794K	Buy	+100,869	New	+$784K	0.35%	74

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

Ariadne Wealth Management's SBI Position: Q2 2026 in Review

Ariadne Wealth Management opened a new position in Western Asset Intermediate Muni Fund (SBI) in Q2 2026: 100,869 shares worth $794K. The stake represents 0.35% of the portfolio and ranks #74 among its holdings.

59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Ariadne Wealth Management held 100,869 shares of Western Asset Intermediate Muni Fund worth $794K as of Q2 2026.
Western Asset Intermediate Muni Fund was a new Ariadne Wealth Management position in Q2 2026.
Western Asset Intermediate Muni Fund made up 0.35% of Ariadne Wealth Management's portfolio in Q2 2026, its #74 holding.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.