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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 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

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. 59 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.
59 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.