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

Concorde Asset 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	–	Sell	-42,005	Closed	-$323K	–	210
2026 Q1	$323K	Sell	42,005 -14,173	-25%	-$111K	0.16%	126
2025 Q4	$431K	Buy	56,178 +4,887	+10%	+$38.2K	0.17%	117
2025 Q3	$406K	Buy	+51,291	New	+$395K	0.17%	117
2025 Q1	$90.5K	Buy	+11,840	New	+$92.7K	0.05%	172

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 $3.5B AUM 41.95% 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

Concorde Asset Management's SBI Position: Q2 2026 in Review

Concorde Asset Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2026, closing a stake of 42,005 shares — an estimated $323K sold.

Concorde Asset Management first reported a position in SBI in Q1 2025 and held it in 4 quarters. The position peaked at $431K in Q4 2025. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Concorde Asset Management reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2026 after selling out during the quarter.
Concorde Asset Management sold 42,005 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $323K.
Concorde Asset Management first reported a position in Western Asset Intermediate Muni Fund in Q1 2025 and held it in 4 quarters.
Concorde Asset Management's Western Asset Intermediate Muni Fund position peaked at $431K in Q4 2025.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.