MWM
SBI

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

Melfa 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 		$356K Hold
46,347
– – 0.2% 108
2025
Q4 		$356K Hold
46,347
– – 0.21% 112
2025
Q3 		$367K Hold
46,347
– – 0.21% 110
2025
Q2 		$349K Buy
46,347
+11,850
+34% +$89.1K 0.22% 112
2025
Q1 		$269K Hold
34,497
– – 0.18% 130
2024
Q4 		$267K Hold
34,497
– – 0.18% 132
2024
Q3 		$283K Buy
34,497
+11,750
+52% +$94.5K 0.19% 126
2024
Q2 		$179K Hold
22,747
– – 0.13% 169
2024
Q1 		$180K Hold
22,747
– – 0.13% 162
2023
Q4 		$175K Hold
22,747
– – 0.16% 119
2023
Q3 		$163K Hold
22,747
– – 0.18% 110
2023
Q2 		$173K Sell
22,747
-2,161
-9% -$16.7K 0.18% 112
2023
Q1 		$197K Buy
24,908
+13
+0.1% +$102 0.2% 110
2022
Q4 		$189K Buy
+24,895
New +$186K 0.2% 107

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