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
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 $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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
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
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Castle Wealth Management's SBI Position: Q1 2026 in Review

Castle Wealth Management held its Western Asset Intermediate Muni Fund (SBI) position steady in Q1 2026 at 32,451 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #118.

Castle Wealth Management first reported a position in SBI in Q3 2025 and has held it in 3 quarters since. The position peaked at $258K in Q3 2025. 62 funds tracked by Wall St. Rank hold SBI as of Q1 2026.

  • Castle Wealth Management held 32,451 shares of Western Asset Intermediate Muni Fund worth $249K as of Q1 2026.
  • Castle Wealth Management left its Western Asset Intermediate Muni Fund share count unchanged in Q1 2026.
  • Western Asset Intermediate Muni Fund made up 0.08% of Castle Wealth Management's portfolio in Q1 2026, its #118 holding.
  • Castle Wealth Management first reported a position in Western Asset Intermediate Muni Fund in Q3 2025 and has held it in 3 quarters since.
  • Castle Wealth Management's Western Asset Intermediate Muni Fund position peaked at $258K in Q3 2025.
  • 62 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2026.

Based on Castle Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.