BW
SBI

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

Basepoint Wealth’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 		$164K Sell
20,833
-7,251
-26% -$56.3K 0.09% 117
2026
Q1 		$216K Buy
28,084
+450
+2% +$3.53K 0.12% 100
2025
Q4 		$212K Sell
27,634
-907
-3% -$7.09K 0.13% 92
2025
Q3 		$226K Sell
28,541
-847
-3% -$6.53K 0.16% 94
2025
Q2 		$221K Sell
29,388
-13
-0% -$98 0.17% 94
2025
Q1 		$229K Sell
29,401
-3,577
-11% -$28K 0.18% 89
2024
Q4 		$255K Sell
32,978
-3,385
-9% -$27.3K 0.2% 85
2024
Q3 		$298K Buy
36,363
+380
+1% +$3.06K 0.22% 84
2024
Q2 		$283K Sell
35,983
-2,209
-6% -$17.2K 0.22% 83
2024
Q1 		$302K Buy
38,192
+208
+0.5% +$1.63K 0.23% 88
2023
Q4 		$292K Buy
37,984
+4,830
+15% +$35.7K 0.23% 83
2023
Q3 		$237K Buy
33,154
+229
+0.7% +$1.72K 0.19% 89
2023
Q2 		$251K Sell
32,925
-427
-1% -$3.29K 0.21% 87
2023
Q1 		$264K Buy
33,352
+145
+0.4% +$1.14K 0.22% 86
2022
Q4 		$252K Sell
33,207
-1,555
-4% -$11.6K 0.22% 81
2022
Q3 		$256K Sell
34,762
-2,102
-6% -$16.8K 0.27% 71
2022
Q2 		$297K Buy
36,864
+2,545
+7% +$20.6K 0.31% 67
2022
Q1 		$295K Buy
34,319
+1,236
+4% +$11.2K 0.27% 63
2021
Q4 		$319K Buy
+33,083
New +$321K 0.31% 56

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
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
GC
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
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
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Basepoint Wealth's SBI Position: Q2 2026 in Review

Basepoint Wealth reduced its Western Asset Intermediate Muni Fund (SBI) stake by 26% in Q2 2026, selling an estimated $56.3K and leaving 20,833 shares worth $164K. The position accounts for 0.09% of the portfolio, ranked #117.

Basepoint Wealth first reported a position in SBI in Q4 2021 and has held it in 19 quarters since. The position peaked at $319K in Q4 2021. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

  • Basepoint Wealth held 20,833 shares of Western Asset Intermediate Muni Fund worth $164K as of Q2 2026.
  • Basepoint Wealth sold 7,251 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $56.3K.
  • Western Asset Intermediate Muni Fund made up 0.09% of Basepoint Wealth's portfolio in Q2 2026, its #117 holding.
  • Basepoint Wealth first reported a position in Western Asset Intermediate Muni Fund in Q4 2021 and has held it in 19 quarters since.
  • Basepoint Wealth's Western Asset Intermediate Muni Fund position peaked at $319K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.