Envestnet Asset Management
SBI

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

Envestnet 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
2025
Q2 		– Sell
-13,514
Closed -$105K – 4537
2025
Q1 		$105K Hold
13,514
– – ﹤0.01% 4232
2024
Q4 		$105K Buy
13,514
+104
+0.8% +$838 ﹤0.01% 4202
2024
Q3 		$110K Buy
13,410
+3
+0% +$24 ﹤0.01% 4125
2024
Q2 		$105K Sell
13,407
-4,151
-24% -$32.3K ﹤0.01% 4047
2024
Q1 		$139K Sell
17,558
-1,082
-6% -$8.49K ﹤0.01% 4026
2023
Q4 		$144K Sell
18,640
-99,176
-84% -$732K ﹤0.01% 3894
2023
Q3 		$844K Sell
117,816
-1,208
-1% -$9.08K ﹤0.01% 2927
2023
Q2 		$907K Sell
119,024
-15,224
-11% -$117K ﹤0.01% 2823
2023
Q1 		$1.06M Sell
134,248
-11,277
-8% -$88.6K ﹤0.01% 2634
2022
Q4 		$1.1M Sell
145,525
-8,392
-5% -$62.7K ﹤0.01% 2568
2022
Q3 		$1.13M Sell
153,917
-1,957
-1% -$15.7K ﹤0.01% 2478
2022
Q2 		$1.26M Sell
155,874
-15,299
-9% -$124K ﹤0.01% 2415
2022
Q1 		$1.47M Buy
171,173
+2,881
+2% +$26.1K ﹤0.01% 2389
2021
Q4 		$1.62M Buy
168,292
+10,206
+6% +$98.9K ﹤0.01% 2315
2021
Q3 		$1.54M Buy
158,086
+4,352
+3% +$42.5K ﹤0.01% 2264
2021
Q2 		$1.5M Buy
153,734
+3,326
+2% +$31.8K ﹤0.01% 2252
2021
Q1 		$1.4M Sell
150,408
-1,967
-1% -$18.2K ﹤0.01% 2177
2020
Q4 		$1.4M Sell
152,375
-16,107
-10% -$145K ﹤0.01% 1990
2020
Q3 		$1.53M Sell
168,482
-41,533
-20% -$372K ﹤0.01% 1770
2020
Q2 		$1.8M Sell
210,015
-26,757
-11% -$225K ﹤0.01% 1633
2020
Q1 		$2M Sell
236,772
-13,431
-5% -$123K ﹤0.01% 1416
2019
Q4 		$2.27M Buy
250,203
+194,117
+346% +$1.78M ﹤0.01% 1529
2019
Q3 		$515K Buy
56,086
+23,590
+73% +$216K ﹤0.01% 2351
2019
Q2 		$291K Buy
32,496
+3,578
+12% +$31.7K ﹤0.01% 2692
2019
Q1 		$255K Buy
28,918
+1,415
+5% +$12.3K ﹤0.01% 2700
2018
Q4 		$230K Buy
27,503
+1,013
+4% +$8.43K ﹤0.01% 2598
2018
Q3 		$224K Buy
+26,490
New +$227K ﹤0.01% 1128

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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
CA
Carson Advisory Athens, Georgia $193M AUM 14.52% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return

Envestnet Asset Management's SBI Position: Q2 2025 in Review

Envestnet Asset Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2025, closing a stake of 13,514 shares — an estimated $105K sold.

Envestnet Asset Management first reported a position in SBI in Q3 2018 and held it in 27 quarters. The position peaked at $2.27M in Q4 2019. 57 funds tracked by Wall St. Rank hold SBI as of Q2 2025.

  • Envestnet Asset Management reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 13,514 Western Asset Intermediate Muni Fund shares in Q2 2025, an estimated $105K.
  • Envestnet Asset Management first reported a position in Western Asset Intermediate Muni Fund in Q3 2018 and held it in 27 quarters.
  • Envestnet Asset Management's Western Asset Intermediate Muni Fund position peaked at $2.27M in Q4 2019.
  • 57 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2025.

Based on Envestnet Asset Management's 13F filing for Q2 2025, filed 1 Aug 2025.