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 Q2	$2.2M	Sell	279,800 -17,124	-6%	-$133K	0.01%	700
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 $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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Guggenheim Capital's SBI Position: Q2 2026 in Review

Guggenheim Capital reduced its Western Asset Intermediate Muni Fund (SBI) stake by 5.8% in Q2 2026, selling an estimated $133K and leaving 279,800 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #700.

Guggenheim Capital first reported a position in SBI in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.67M in Q4 2024. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Guggenheim Capital held 279,800 shares of Western Asset Intermediate Muni Fund worth $2.2M as of Q2 2026.
Guggenheim Capital sold 17,124 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $133K.
Western Asset Intermediate Muni Fund made up 0.01% of Guggenheim Capital's portfolio in Q2 2026, its #700 holding.
Guggenheim Capital first reported a position in Western Asset Intermediate Muni Fund in Q3 2024 and has held it in 8 quarters since.
Guggenheim Capital's Western Asset Intermediate Muni Fund position peaked at $2.67M in Q4 2024.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Guggenheim Capital's 13F filing for Q2 2026, filed 12 Aug 2026.