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BFC Planning, Inc.’s Western Asset Intermediate Muni Fund SBI Stock Holding History

BFC Planning, Inc.’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 		$82K Buy
10,421
+167
+2% +$1.3K ﹤0.01% 1315
2026
Q1 		$78.7K Buy
10,254
+164
+2% +$1.29K ﹤0.01% 1183
2025
Q4 		$77.5K Buy
+10,090
New +$78.9K ﹤0.01% 1199

Other funds holding SBI

Rivernorth Capital Management
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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
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Whitebox Advisors
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BFC Planning, Inc.'s SBI Position: Q2 2026 in Review

BFC Planning, Inc. increased its Western Asset Intermediate Muni Fund (SBI) stake by 1.6% in Q2 2026, buying an estimated $1.3K and bringing the position to 10,421 shares worth $82K. The position accounts for ﹤0.01% of the portfolio, ranked #1315.

BFC Planning, Inc. first reported a position in SBI in Q4 2025 and has held it in 3 quarters since. 60 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

  • BFC Planning, Inc. held 10,421 shares of Western Asset Intermediate Muni Fund worth $82K as of Q2 2026.
  • BFC Planning, Inc. bought 167 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $1.3K.
  • Western Asset Intermediate Muni Fund made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1315 holding.
  • BFC Planning, Inc. first reported a position in Western Asset Intermediate Muni Fund in Q4 2025 and has held it in 3 quarters since.
  • 60 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.