Invesco’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Invesco’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	$2.05M	Buy	261,002 +144	+0.1%	+$1.12K	﹤0.01%	2573
2026 Q1	$2M	Sell	260,858 -40,145	-13%	-$315K	﹤0.01%	2540
2025 Q4	$2.31M	Buy	301,003 +34,631	+13%	+$271K	﹤0.01%	2557
2025 Q3	$2.11M	Buy	266,372 +61,276	+30%	+$472K	﹤0.01%	2588
2025 Q2	$1.54M	Buy	205,096 +73,181	+55%	+$550K	﹤0.01%	2676
2025 Q1	$1.03M	Buy	131,915 +54,065	+69%	+$423K	﹤0.01%	2823
2024 Q4	$603K	Buy	+77,850	New	+$627K	﹤0.01%	3160

Other funds holding SBI

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

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

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 14.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carson Advisory Athens, Georgia $218M AUM 20.51% 1-Year Est. Return

Invesco's SBI Position: Q2 2026 in Review

Invesco increased its Western Asset Intermediate Muni Fund (SBI) stake by 0.06% in Q2 2026, buying an estimated $1.12K and bringing the position to 261,002 shares worth $2.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2573.

Invesco first reported a position in SBI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.31M in Q4 2025. 56 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Invesco held 261,002 shares of Western Asset Intermediate Muni Fund worth $2.05M as of Q2 2026.
Invesco bought 144 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $1.12K.
Western Asset Intermediate Muni Fund made up ﹤0.01% of Invesco's portfolio in Q2 2026, its #2573 holding.
Invesco first reported a position in Western Asset Intermediate Muni Fund in Q4 2024 and has held it in 7 quarters since.
Invesco's Western Asset Intermediate Muni Fund position peaked at $2.31M in Q4 2025.
56 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Invesco's 13F filing for Q2 2026, filed 14 Aug 2026.