IHT Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

IHT Wealth 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 Q2	$297K	Buy	37,754 +11,841	+46%	+$92K	0.01%	1019
2026 Q1	$199K	Buy	25,913 +2,112	+9%	+$16.6K	﹤0.01%	1200
2025 Q4	$183K	Buy	23,801 +2,103	+10%	+$16.4K	﹤0.01%	1140
2025 Q3	$172K	Buy	21,698 +1,370	+7%	+$10.6K	﹤0.01%	1128
2025 Q2	$153K	Buy	20,328 +4,113	+25%	+$30.9K	﹤0.01%	1113
2025 Q1	$126K	Buy	+16,215	New	+$127K	﹤0.01%	1055
2018 Q2	–	Sell	-5,140	Closed	-$44K	–	1169
2018 Q1	$44K	Buy	5,140 +40	+0.8%	+$362	0.01%	724
2017 Q4	$48K	Buy	+5,100	New	+$48.6K	0.01%	714

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 $3.5B AUM 41.95% 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

IHT Wealth Management's SBI Position: Q2 2026 in Review

IHT Wealth Management increased its Western Asset Intermediate Muni Fund (SBI) stake by 46% in Q2 2026, buying an estimated $92K and bringing the position to 37,754 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #1019.

IHT Wealth Management first reported a position in SBI in Q4 2017 and has held it in 8 quarters since. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

IHT Wealth Management held 37,754 shares of Western Asset Intermediate Muni Fund worth $297K as of Q2 2026.
IHT Wealth Management bought 11,841 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $92K.
Western Asset Intermediate Muni Fund made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #1019 holding.
IHT Wealth Management first reported a position in Western Asset Intermediate Muni Fund in Q4 2017 and has held it in 8 quarters since.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.