HighTower Advisors
SBI

HighTower Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

HighTower Advisors’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
Q1 		$80.1K Sell
10,430
-4,223
-29% -$33.1K ﹤0.01% 3663
2025
Q4 		$113K Sell
14,653
-4,713
-24% -$36.8K ﹤0.01% 3487
2025
Q3 		$153K Sell
19,366
-274
-1% -$2.11K ﹤0.01% 3446
2025
Q2 		$148K Sell
19,640
-164
-0.8% -$1.23K ﹤0.01% 3391
2025
Q1 		$154K Sell
19,804
-2,811
-12% -$22K ﹤0.01% 3263
2024
Q4 		$175K Buy
22,615
+10,240
+83% +$82.5K ﹤0.01% 3236
2024
Q3 		$90K Buy
12,375
+2,295
+23% +$18.5K ﹤0.01% 3333
2024
Q2 		$58K Sell
10,080
-800
-7% -$6.22K ﹤0.01% 3285
2024
Q1 		$66K Sell
10,880
-7,642
-41% -$60K ﹤0.01% 3221
2023
Q4 		$126K Buy
18,522
+6,539
+55% +$48.3K ﹤0.01% 3145
2023
Q3 		$64K Sell
11,983
-670
-5% -$5.04K ﹤0.01% 3190
2023
Q2 		$79K Buy
12,653
+322
+3% +$2.48K ﹤0.01% 3116
2023
Q1 		$81K Sell
12,331
-9,877
-44% -$77.6K ﹤0.01% 2980
2022
Q4 		$152K Buy
+22,208
New +$166K ﹤0.01% 2852

Other funds holding SBI

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors's SBI Position: Q1 2026 in Review

HighTower Advisors reduced its Western Asset Intermediate Muni Fund (SBI) stake by 29% in Q1 2026, selling an estimated $33.1K and leaving 10,430 shares worth $80.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3663.

HighTower Advisors first reported a position in SBI in Q4 2022 and has held it in 14 quarters since. The position peaked at $175K in Q4 2024. 62 funds tracked by Wall St. Rank hold SBI as of Q1 2026.

  • HighTower Advisors held 10,430 shares of Western Asset Intermediate Muni Fund worth $80.1K as of Q1 2026.
  • HighTower Advisors sold 4,223 Western Asset Intermediate Muni Fund shares in Q1 2026, an estimated $33.1K.
  • Western Asset Intermediate Muni Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #3663 holding.
  • HighTower Advisors first reported a position in Western Asset Intermediate Muni Fund in Q4 2022 and has held it in 14 quarters since.
  • HighTower Advisors's Western Asset Intermediate Muni Fund position peaked at $175K in Q4 2024.
  • 62 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.