GC
SBI

Guggenheim Capital’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Guggenheim Capital’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 		$2.28M Sell
296,924
-8,541
-3% -$67K 0.02% 660
2025
Q4 		$2.35M Sell
305,465
-15,883
-5% -$124K 0.02% 632
2025
Q3 		$2.54M Sell
321,348
-11,433
-3% -$88.1K 0.02% 619
2025
Q2 		$2.5M Sell
332,781
-7,153
-2% -$53.8K 0.02% 586
2025
Q1 		$2.65M Sell
339,934
-5,308
-2% -$41.6K 0.02% 569
2024
Q4 		$2.67M Buy
345,242
+222,839
+182% +$1.8M 0.02% 567
2024
Q3 		$1M Buy
+122,403
New +$984K 0.01% 1099

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 $501B AUM 22.01% 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
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $223M AUM 0.62% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $6.95B 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return