HWP
SBI

Highline Wealth Partners’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Highline Wealth Partners’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 		$7.87K Hold
1,000
– – ﹤0.01% 705
2026
Q1 		$7.68K Hold
1,000
– – ﹤0.01% 558
2025
Q4 		$7.68K Hold
1,000
– – ﹤0.01% 453
2025
Q3 		$7.91K Buy
+1,000
New +$7.71K ﹤0.01% 461

Other funds holding SBI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

Highline Wealth Partners's SBI Position: Q2 2026 in Review

Highline Wealth Partners held its Western Asset Intermediate Muni Fund (SBI) position steady in Q2 2026 at 1,000 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Highline Wealth Partners first reported a position in SBI in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.91K in Q3 2025. 8 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

  • Highline Wealth Partners held 1,000 shares of Western Asset Intermediate Muni Fund worth $7.87K as of Q2 2026.
  • Highline Wealth Partners left its Western Asset Intermediate Muni Fund share count unchanged in Q2 2026.
  • Western Asset Intermediate Muni Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #705 holding.
  • Highline Wealth Partners first reported a position in Western Asset Intermediate Muni Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Western Asset Intermediate Muni Fund position peaked at $7.91K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.