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 Q2	$124K	Sell	15,711 -1,098	-7%	-$8.53K	0.02%	329
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 $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 $3.42B AUM 25.82% 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

Blue Bell Private Wealth Management's SBI Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Western Asset Intermediate Muni Fund (SBI) stake by 6.5% in Q2 2026, selling an estimated $8.53K and leaving 15,711 shares worth $124K. The position accounts for 0.02% of the portfolio, ranked #329.

Blue Bell Private Wealth Management first reported a position in SBI in Q4 2023 and has held it in 11 quarters since. The position peaked at $182K in Q3 2024. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Blue Bell Private Wealth Management held 15,711 shares of Western Asset Intermediate Muni Fund worth $124K as of Q2 2026.
Blue Bell Private Wealth Management sold 1,098 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $8.53K.
Western Asset Intermediate Muni Fund made up 0.02% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #329 holding.
Blue Bell Private Wealth Management first reported a position in Western Asset Intermediate Muni Fund in Q4 2023 and has held it in 11 quarters since.
Blue Bell Private Wealth Management's Western Asset Intermediate Muni Fund position peaked at $182K in Q3 2024.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.