HighTower Advisors
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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
Q2 		– Sell
-10,430
Closed -$80.1K – 3990
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

Rivernorth Capital Management
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
1607 Capital Partners
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Robinson Capital Management
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return
Whitebox Advisors
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

HighTower Advisors's SBI Position: Q2 2026 in Review

HighTower Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2026, closing a stake of 10,430 shares — an estimated $80.1K sold.

HighTower Advisors first reported a position in SBI in Q4 2022 and held it in 14 quarters. The position peaked at $175K in Q4 2024. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

  • HighTower Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2026 after selling out during the quarter.
  • HighTower Advisors sold 10,430 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $80.1K.
  • HighTower Advisors first reported a position in Western Asset Intermediate Muni Fund in Q4 2022 and held it in 14 quarters.
  • HighTower Advisors's Western Asset Intermediate Muni Fund position peaked at $175K in Q4 2024.
  • 59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.