Blue Bell Private Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Blue Bell Private 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 Q1	$129K	Hold	16,809	–	–	0.02%	314
2025 Q4	$129K	Hold	16,809	–	–	0.02%	303
2025 Q3	$133K	Hold	16,809	–	–	0.02%	294
2025 Q2	$126K	Sell	16,809 -718	-4%	-$5.4K	0.02%	290
2025 Q1	$137K	Hold	17,527	–	–	0.03%	259
2024 Q4	$136K	Sell	17,527 -4,677	-21%	-$37.7K	0.03%	245
2024 Q3	$182K	Hold	22,204	–	–	0.03%	220
2024 Q2	$175K	Buy	22,204 +20,111	+961%	+$156K	0.04%	209
2024 Q1	$16.6K	Buy	2,093 +660	+46%	+$5.18K	﹤0.01%	475
2023 Q4	$11K	Buy	+1,433	New	+$10.6K	﹤0.01%	485

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Blue Bell Private Wealth Management's SBI Position: Q1 2026 in Review

Blue Bell Private Wealth Management held its Western Asset Intermediate Muni Fund (SBI) position steady in Q1 2026 at 16,809 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #314.

Blue Bell Private Wealth Management first reported a position in SBI in Q4 2023 and has held it in 10 quarters since. The position peaked at $182K in Q3 2024. 62 funds tracked by Wall St. Rank hold SBI as of Q1 2026.

Blue Bell Private Wealth Management held 16,809 shares of Western Asset Intermediate Muni Fund worth $129K as of Q1 2026.
Blue Bell Private Wealth Management left its Western Asset Intermediate Muni Fund share count unchanged in Q1 2026.
Western Asset Intermediate Muni Fund made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #314 holding.
Blue Bell Private Wealth Management first reported a position in Western Asset Intermediate Muni Fund in Q4 2023 and has held it in 10 quarters since.
Blue Bell Private Wealth Management's Western Asset Intermediate Muni Fund position peaked at $182K in Q3 2024.
62 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.