CoreCap Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

CoreCap Advisors’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 Q3	–	Sell	-4,100	Closed	-$32.3K	–	3325
2026 Q2	$32.3K	Buy	+4,100	New	+$31.9K	﹤0.01%	1604

Other funds holding SBI

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

SFWA

Summit Financial Wealth Advisors Lafayette, Louisiana $807M AUM 19.93% 1-Year Est. Return

CoreCap Advisors's SBI Position: Q3 2026 in Review

CoreCap Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q3 2026, closing a stake of 4,100 shares — an estimated $32.3K sold.

CoreCap Advisors first reported a position in SBI in Q2 2026 and held it in 1 quarter. The position peaked at $32.3K in Q2 2026. 3 funds tracked by Wall St. Rank hold SBI as of Q3 2026.

CoreCap Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q3 2026 after selling out during the quarter.
CoreCap Advisors sold 4,100 Western Asset Intermediate Muni Fund shares in Q3 2026, an estimated $32.3K.
CoreCap Advisors first reported a position in Western Asset Intermediate Muni Fund in Q2 2026 and held it in 1 quarter.
CoreCap Advisors's Western Asset Intermediate Muni Fund position peaked at $32.3K in Q2 2026.
3 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.