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

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

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. 59 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.
59 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.