Mercer Global Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Mercer Global Advisors’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	–	Sell	-10,197	Closed	-$78.3K	–	3750
2026 Q1	$78.3K	Hold	10,197	–	–	﹤0.01%	3072
2025 Q4	$78.3K	Hold	10,197	–	–	﹤0.01%	2747
2025 Q3	$80.7K	Hold	10,197	–	–	﹤0.01%	2551
2025 Q2	$76.7K	Sell	10,197 -5,480	-35%	-$41.2K	﹤0.01%	2174
2025 Q1	$122K	Hold	15,677	–	–	﹤0.01%	2036
2024 Q4	$121K	Hold	15,677	–	–	﹤0.01%	2020
2024 Q3	$129K	Hold	15,677	–	–	﹤0.01%	1863
2024 Q2	$123K	Sell	15,677 -1,866	-11%	-$14.5K	﹤0.01%	1858
2024 Q1	$139K	Sell	17,543 -3,830	-18%	-$30K	﹤0.01%	1830
2023 Q4	$165K	Sell	21,373 -920	-4%	-$6.79K	﹤0.01%	1867
2023 Q3	$160K	Hold	22,293	–	–	﹤0.01%	1794
2023 Q2	$170K	Sell	22,293 -10,640	-32%	-$82K	﹤0.01%	1761
2023 Q1	$260K	Sell	32,933 -500	-1%	-$3.93K	﹤0.01%	1591
2022 Q4	$254K	Sell	33,433 -6,520	-16%	-$48.7K	﹤0.01%	1584
2022 Q3	$294K	Sell	39,953 -1,550	-4%	-$12.4K	﹤0.01%	1423
2022 Q2	$335K	Sell	41,503 -18,590	-31%	-$150K	﹤0.01%	1371
2022 Q1	$516K	Sell	60,093 -1,690	-3%	-$15.3K	﹤0.01%	1216
2021 Q4	$596K	Hold	61,783	–	–	﹤0.01%	1123
2021 Q3	$602K	Sell	61,783 -2,248	-4%	-$22K	﹤0.01%	1082
2021 Q2	$626K	Sell	64,031 -1,062	-2%	-$10.1K	﹤0.01%	1036
2021 Q1	$605K	Sell	65,093 -6,660	-9%	-$61.6K	0.01%	999
2020 Q4	$660K	Sell	71,753 -21,140	-23%	-$191K	0.01%	763
2020 Q3	$842K	Sell	92,893 -49,667	-35%	-$445K	0.01%	600
2020 Q2	$1.22M	Sell	142,560 -44,855	-24%	-$377K	0.02%	438
2020 Q1	$1.58M	Sell	187,415 -25,166	-12%	-$230K	0.03%	364
2019 Q4	$1.93M	Sell	212,581 -4,190	-2%	-$38.5K	0.04%	350
2019 Q3	$1.99M	Sell	216,771 -17,804	-8%	-$163K	0.05%	306
2019 Q2	$2.1M	Buy	+234,575	New	+$2.08M	0.06%	278

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

Mercer Global Advisors's SBI Position: Q2 2026 in Review

Mercer Global Advisors sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2026, closing a stake of 10,197 shares — an estimated $78.3K sold.

Mercer Global Advisors first reported a position in SBI in Q2 2019 and held it in 28 quarters. The position peaked at $2.1M in Q2 2019. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Mercer Global Advisors reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2026 after selling out during the quarter.
Mercer Global Advisors sold 10,197 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $78.3K.
Mercer Global Advisors first reported a position in Western Asset Intermediate Muni Fund in Q2 2019 and held it in 28 quarters.
Mercer Global Advisors's Western Asset Intermediate Muni Fund position peaked at $2.1M in Q2 2019.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.