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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$284K Sell
40,575
-4,188
-9% -$31.7K 0.13% 134
2026
Q2
$352K Buy
44,763
+10,340
+30% +$80.3K 0.16% 120
2026
Q1
$264K Sell
34,423
-68
-0.2% -$533 0.13% 128
2025
Q4
$265K Sell
34,491
-5,850
-15% -$45.7K 0.13% 125
2025
Q3
$319K Buy
+40,341
New +$311K 0.17% 112
2025
Q1
$572K Buy
73,335
+2,500
+4% +$19.6K 0.39% 76
2024
Q4
$548K Buy
+70,835
New +$571K 0.38% 74

Other funds holding SBI

Noble Wealth Management PBC's SBI Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Western Asset Intermediate Muni Fund (SBI) stake by 9.4% in Q3 2026, selling an estimated $31.7K and leaving 40,575 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #134.

Noble Wealth Management PBC first reported a position in SBI in Q4 2024 and has held it in 7 quarters since. The position peaked at $572K in Q1 2025. 2 funds tracked by Wall St. Rank hold SBI as of Q3 2026.

  • Noble Wealth Management PBC held 40,575 shares of Western Asset Intermediate Muni Fund worth $284K as of Q3 2026.
  • Noble Wealth Management PBC sold 4,188 Western Asset Intermediate Muni Fund shares in Q3 2026, an estimated $31.7K.
  • Western Asset Intermediate Muni Fund made up 0.13% of Noble Wealth Management PBC's portfolio in Q3 2026, its #134 holding.
  • Noble Wealth Management PBC first reported a position in Western Asset Intermediate Muni Fund in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Western Asset Intermediate Muni Fund position peaked at $572K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.