BHWM
SBI

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

Bar Harbor 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 		$119K Hold
15,110
– – 0.01% 267
2026
Q1 		$116K Hold
15,110
– – 0.01% 264
2025
Q4 		$116K Hold
15,110
– – 0.01% 258
2025
Q3 		$120K Hold
15,110
– – 0.01% 257
2025
Q2 		$114K Hold
15,110
– – 0.01% 255
2025
Q1 		$118K Hold
15,110
– – 0.01% 254
2024
Q4 		$117K Hold
15,110
– – 0.01% 257
2024
Q3 		$124K Hold
15,110
– – 0.01% 267
2024
Q2 		$119K Hold
15,110
– – 0.01% 259
2024
Q1 		$120K Hold
15,110
– – 0.01% 259
2023
Q4 		$116K Hold
15,110
– – 0.01% 253
2023
Q3 		$108K Hold
15,110
– – 0.01% 247
2023
Q2 		$115K Hold
15,110
– – 0.01% 257
2023
Q1 		$119K Hold
15,110
– – 0.01% 246
2022
Q4 		$115K Hold
15,110
– – 0.01% 252
2022
Q3 		$111K Hold
15,110
– – 0.01% 250
2022
Q2 		$122K Hold
15,110
– – 0.01% 261
2022
Q1 		$130K Hold
15,110
– – 0.01% 233
2021
Q4 		$146K Hold
15,110
– – 0.01% 240
2021
Q3 		$147K Hold
15,110
– – 0.01% 243
2021
Q2 		$148K Hold
15,110
– – 0.01% 246
2021
Q1 		$140K Hold
15,110
– – 0.01% 244
2020
Q4 		$139K Hold
15,110
– – 0.01% 238
2020
Q3 		$137K Hold
15,110
– – 0.02% 229
2020
Q2 		$129K Hold
15,110
– – 0.01% 228
2020
Q1 		$127K Hold
15,110
– – 0.02% 233
2019
Q4 		$137K Hold
15,110
– – 0.02% 287
2019
Q3 		$139K Hold
15,110
– – 0.02% 300
2019
Q2 		$135K Hold
15,110
– – 0.02% 307
2019
Q1 		$133K Hold
15,110
– – 0.02% 291
2018
Q4 		$126K Hold
15,110
– – 0.02% 276
2018
Q3 		$128K Hold
15,110
– – 0.01% 308
2018
Q2 		$131K Hold
15,110
– – 0.02% 313
2018
Q1 		$131K Hold
15,110
– – 0.02% 303
2017
Q4 		$141K Buy
+15,110
New +$144K 0.02% 308

Other funds holding SBI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Bar Harbor Wealth Management's SBI Position: Q2 2026 in Review

Bar Harbor Wealth Management held its Western Asset Intermediate Muni Fund (SBI) position steady in Q2 2026 at 15,110 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #267.

Bar Harbor Wealth Management first reported a position in SBI in Q4 2017 and has held it in 35 quarters since. The position peaked at $148K in Q2 2021. 7 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

  • Bar Harbor Wealth Management held 15,110 shares of Western Asset Intermediate Muni Fund worth $119K as of Q2 2026.
  • Bar Harbor Wealth Management left its Western Asset Intermediate Muni Fund share count unchanged in Q2 2026.
  • Western Asset Intermediate Muni Fund made up 0.01% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #267 holding.
  • Bar Harbor Wealth Management first reported a position in Western Asset Intermediate Muni Fund in Q4 2017 and has held it in 35 quarters since.
  • Bar Harbor Wealth Management's Western Asset Intermediate Muni Fund position peaked at $148K in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.