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 Q2	$365K	Hold	46,347	–	–	0.2%	104
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 $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

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

Melfa Wealth Management held its Western Asset Intermediate Muni Fund (SBI) position steady in Q2 2026 at 46,347 shares worth $365K. The position accounts for 0.2% of the portfolio, ranked #104.

Melfa Wealth Management first reported a position in SBI in Q4 2022 and has held it in 15 quarters since. The position peaked at $367K in Q3 2025. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Melfa Wealth Management held 46,347 shares of Western Asset Intermediate Muni Fund worth $365K as of Q2 2026.
Melfa Wealth Management left its Western Asset Intermediate Muni Fund share count unchanged in Q2 2026.
Western Asset Intermediate Muni Fund made up 0.2% of Melfa Wealth Management's portfolio in Q2 2026, its #104 holding.
Melfa Wealth Management first reported a position in Western Asset Intermediate Muni Fund in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Western Asset Intermediate Muni Fund position peaked at $367K in Q3 2025.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.