Bank of America
SBI

Bank of America’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Bank of America’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
2025
Q2 		– Sell
-500
Closed -$3.9K – 8637
2025
Q1 		$3.9K Buy
+500
New +$3.92K ﹤0.01% 7256
2024
Q4 		– Sell
-7,770
Closed -$63.7K – 8383
2024
Q3 		$63.7K Buy
7,770
+2,733
+54% +$22K ﹤0.01% 6478
2024
Q2 		$39.6K Sell
5,037
-898
-15% -$6.98K ﹤0.01% 6576
2024
Q1 		$47K Hold
5,935
– – ﹤0.01% 6535
2023
Q4 		$45.7K Sell
5,935
-1,582
-21% -$11.7K ﹤0.01% 6629
2023
Q3 		$53.8K Buy
7,517
+6,582
+704% +$49.5K ﹤0.01% 6482
2023
Q2 		$7.13K Hold
935
– – ﹤0.01% 6930
2023
Q1 		$7.39K Buy
+935
New +$7.34K ﹤0.01% 6988
2022
Q4 		– Sell
-8,486
Closed -$63.4K – 8161
2022
Q3 		$62K Buy
8,486
+7,697
+976% +$61.7K ﹤0.01% 6576
2022
Q2 		$6K Sell
789
-16,109
-95% -$130K ﹤0.01% 7554
2022
Q1 		$145K Sell
16,898
-1,979
-10% -$17.9K ﹤0.01% 6653
2021
Q4 		$182K Buy
18,877
+4
+0% +$39 ﹤0.01% 6552
2021
Q3 		$184K Buy
18,873
+22
+0.1% +$215 ﹤0.01% 6360
2021
Q2 		$184K Buy
18,851
+447
+2% +$4.27K ﹤0.01% 6148
2021
Q1 		$171K Sell
18,404
-17,707
-49% -$164K ﹤0.01% 6136
2020
Q4 		$332K Buy
36,111
+4,142
+13% +$37.4K ﹤0.01% 5275
2020
Q3 		$290K Sell
31,969
-36,827
-54% -$330K ﹤0.01% 5069
2020
Q2 		$589K Buy
68,796
+43,000
+167% +$361K ﹤0.01% 4495
2020
Q1 		$217K Buy
25,796
+8,561
+50% +$78.2K ﹤0.01% 5030
2019
Q4 		$156K Sell
17,235
-25,878
-60% -$238K ﹤0.01% 5767
2019
Q3 		$396K Sell
43,113
-1,825
-4% -$16.7K ﹤0.01% 5238
2019
Q2 		$402K Buy
44,938
+10,985
+32% +$97.2K ﹤0.01% 5207
2019
Q1 		$299K Buy
33,953
+4,503
+15% +$39K ﹤0.01% 5318
2018
Q4 		$246K Sell
29,450
-15,013
-34% -$125K ﹤0.01% 5393
2018
Q3 		$376K Buy
44,463
+5,738
+15% +$49.2K ﹤0.01% 5133
2018
Q2 		$336K Sell
38,725
-8,168
-17% -$70.9K ﹤0.01% 5118
2018
Q1 		$405K Buy
46,893
+3,701
+9% +$33.5K ﹤0.01% 4969
2017
Q4 		$403K Buy
43,192
+3,470
+9% +$33K ﹤0.01% 5078
2017
Q3 		$386K Buy
39,722
+5,459
+16% +$53.8K ﹤0.01% 5095
2017
Q2 		$337K Sell
34,263
-4,758
-12% -$46.7K ﹤0.01% 5085
2017
Q1 		$373K Buy
39,021
+653
+2% +$6.24K ﹤0.01% 5040
2016
Q4 		$364K Sell
38,368
-190
-0.5% -$1.88K ﹤0.01% 5011
2016
Q3 		$407K Sell
38,558
-4,033
-9% -$42.5K ﹤0.01% 4761
2016
Q2 		$451K Buy
42,591
+8,799
+26% +$92.7K ﹤0.01% 4729
2016
Q1 		$350K Sell
33,792
-271
-0.8% -$2.82K ﹤0.01% 4828
2015
Q4 		$348K Sell
34,063
-3,997
-11% -$40K ﹤0.01% 5042
2015
Q3 		$376K Buy
38,060
+9,711
+34% +$94.7K ﹤0.01% 4987
2015
Q2 		$275K Buy
28,349
+7,921
+39% +$78.7K ﹤0.01% 5086
2015
Q1 		$205K Hold
20,428
– – ﹤0.01% 4912
2014
Q4 		$199K Hold
20,428
– – ﹤0.01% 5372
2014
Q3 		$198K Buy
20,428
+12,200
+148% +$118K ﹤0.01% 5386
2014
Q2 		$80K Hold
8,228
– – ﹤0.01% 6310
2014
Q1 		$78K Sell
8,228
-6,066
-42% -$57.3K ﹤0.01% 6157
2013
Q4 		$129K Hold
14,294
– – ﹤0.01% 5940
2013
Q3 		$131K Sell
14,294
-23
-0.2% -$208 ﹤0.01% 5778
2013
Q2 		$136K Buy
+14,317
New +$142K ﹤0.01% 5956

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
CA
Carson Advisory Athens, Georgia $193M AUM 14.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Bank of America's SBI Position: Q2 2025 in Review

Bank of America sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2025, closing a stake of 500 shares — an estimated $3.9K sold.

Bank of America first reported a position in SBI in Q2 2013 and held it in 46 quarters. The position peaked at $589K in Q2 2020. 57 funds tracked by Wall St. Rank hold SBI as of Q2 2025.

  • Bank of America reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2025 after selling out during the quarter.
  • Bank of America sold 500 Western Asset Intermediate Muni Fund shares in Q2 2025, an estimated $3.9K.
  • Bank of America first reported a position in Western Asset Intermediate Muni Fund in Q2 2013 and held it in 46 quarters.
  • Bank of America's Western Asset Intermediate Muni Fund position peaked at $589K in Q2 2020.
  • 57 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2025.

Based on Bank of America's 13F filing for Q2 2025, filed 14 Aug 2025.