NWMP
SBI

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

Noble Wealth Management PBC’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 		$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

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $5.35B AUM 29.91% 1-Year Est. Return
TCM
Traub Capital Management Needham, Massachusetts $112M AUM 26.53% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NFA
Northwest Financial Advisors Herndon, Virginia $752M AUM 16.97% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SFWA
Summit Financial Wealth Advisors Lafayette, Louisiana $782M AUM 24.35% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Noble Wealth Management PBC's SBI Position: Q2 2026 in Review

Noble Wealth Management PBC increased its Western Asset Intermediate Muni Fund (SBI) stake by 30% in Q2 2026, buying an estimated $80.3K and bringing the position to 44,763 shares worth $352K. The position accounts for 0.16% of the portfolio, ranked #120.

Noble Wealth Management PBC first reported a position in SBI in Q4 2024 and has held it in 6 quarters since. The position peaked at $572K in Q1 2025. 16 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

  • Noble Wealth Management PBC held 44,763 shares of Western Asset Intermediate Muni Fund worth $352K as of Q2 2026.
  • Noble Wealth Management PBC bought 10,340 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $80.3K.
  • Western Asset Intermediate Muni Fund made up 0.16% of Noble Wealth Management PBC's portfolio in Q2 2026, its #120 holding.
  • Noble Wealth Management PBC first reported a position in Western Asset Intermediate Muni Fund in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's Western Asset Intermediate Muni Fund position peaked at $572K in Q1 2025.
  • 16 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.