HWAM
SBI

Hennion & Walsh Asset Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Hennion & Walsh 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
2026
Q2 		$2.17M Buy
275,915
+185,385
+205% +$1.44M 0.06% 362
2026
Q1 		$695K Buy
+90,530
New +$710K 0.02% 609

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Invesco
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
WA
Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Hennion & Walsh Asset Management's SBI Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Western Asset Intermediate Muni Fund (SBI) stake by 205% in Q2 2026, buying an estimated $1.44M and bringing the position to 275,915 shares worth $2.17M. The position accounts for 0.06% of the portfolio, ranked #362.

Hennion & Walsh Asset Management first reported a position in SBI in Q1 2026 and has held it in 2 quarters since. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

  • Hennion & Walsh Asset Management held 275,915 shares of Western Asset Intermediate Muni Fund worth $2.17M as of Q2 2026.
  • Hennion & Walsh Asset Management bought 185,385 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $1.44M.
  • Western Asset Intermediate Muni Fund made up 0.06% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #362 holding.
  • Hennion & Walsh Asset Management first reported a position in Western Asset Intermediate Muni Fund in Q1 2026 and has held it in 2 quarters since.
  • 59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.