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 Q3	$1.89M	Sell	270,774 -5,141	-2%	-$38.9K	0.06%	398
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

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return

Hennion & Walsh Asset Management's SBI Position: Q3 2026 in Review

Hennion & Walsh Asset Management reduced its Western Asset Intermediate Muni Fund (SBI) stake by 1.9% in Q3 2026, selling an estimated $38.9K and leaving 270,774 shares worth $1.89M. The position accounts for 0.06% of the portfolio, ranked #398.

Hennion & Walsh Asset Management first reported a position in SBI in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.17M in Q2 2026. 2 funds tracked by Wall St. Rank hold SBI as of Q3 2026.

Hennion & Walsh Asset Management held 270,774 shares of Western Asset Intermediate Muni Fund worth $1.89M as of Q3 2026.
Hennion & Walsh Asset Management sold 5,141 Western Asset Intermediate Muni Fund shares in Q3 2026, an estimated $38.9K.
Western Asset Intermediate Muni Fund made up 0.06% of Hennion & Walsh Asset Management's portfolio in Q3 2026, its #398 holding.
Hennion & Walsh Asset Management first reported a position in Western Asset Intermediate Muni Fund in Q1 2026 and has held it in 3 quarters since.
Hennion & Walsh Asset Management's Western Asset Intermediate Muni Fund position peaked at $2.17M in Q2 2026.
2 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.