CWM
SBI

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

Castle 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 		$255K Hold
32,451
– – 0.08% 127
2026
Q1 		$249K Hold
32,451
– – 0.08% 118
2025
Q4 		$249K Hold
32,451
– – 0.08% 117
2025
Q3 		$258K Buy
+32,451
New +$250K 0.09% 111

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

Castle Wealth Management's SBI Position: Q2 2026 in Review

Castle Wealth Management held its Western Asset Intermediate Muni Fund (SBI) position steady in Q2 2026 at 32,451 shares worth $255K. The position accounts for 0.08% of the portfolio, ranked #127.

Castle Wealth Management first reported a position in SBI in Q3 2025 and has held it in 4 quarters since. The position peaked at $258K in Q3 2025. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

  • Castle Wealth Management held 32,451 shares of Western Asset Intermediate Muni Fund worth $255K as of Q2 2026.
  • Castle Wealth Management left its Western Asset Intermediate Muni Fund share count unchanged in Q2 2026.
  • Western Asset Intermediate Muni Fund made up 0.08% of Castle Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Castle Wealth Management first reported a position in Western Asset Intermediate Muni Fund in Q3 2025 and has held it in 4 quarters since.
  • Castle Wealth Management's Western Asset Intermediate Muni Fund position peaked at $258K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Castle Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.