IWM
SBI

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
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 $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

IHT Wealth Management's SBI Position: Q1 2026 in Review

IHT Wealth Management increased its Western Asset Intermediate Muni Fund (SBI) stake by 8.9% in Q1 2026, buying an estimated $16.6K and bringing the position to 25,913 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

IHT Wealth Management first reported a position in SBI in Q4 2017 and has held it in 7 quarters since. 62 funds tracked by Wall St. Rank hold SBI as of Q1 2026.

  • IHT Wealth Management held 25,913 shares of Western Asset Intermediate Muni Fund worth $199K as of Q1 2026.
  • IHT Wealth Management bought 2,112 Western Asset Intermediate Muni Fund shares in Q1 2026, an estimated $16.6K.
  • Western Asset Intermediate Muni Fund made up ﹤0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1200 holding.
  • IHT Wealth Management first reported a position in Western Asset Intermediate Muni Fund in Q4 2017 and has held it in 7 quarters since.
  • 62 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.