Northwest Financial Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Northwest Financial 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	$366K	Buy	46,471 +10	+0%	+$78	0.05%	58
2026 Q1	$357K	Buy	46,461 +2,591	+6%	+$20.3K	0.69%	46
2025 Q4	$337K	Buy	43,870 +30,370	+225%	+$237K	0.69%	45
2025 Q3	$107K	Hold	13,500	–	–	0.14%	96
2025 Q2	$102K	Hold	13,500	–	–	0.14%	92
2025 Q1	$105K	Buy	+13,500	New	+$106K	0.09%	117

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

Northwest Financial Advisors's SBI Position: Q2 2026 in Review

Northwest Financial Advisors increased its Western Asset Intermediate Muni Fund (SBI) stake by 0.02% in Q2 2026, buying an estimated $78 and bringing the position to 46,471 shares worth $366K. The position accounts for 0.05% of the portfolio, ranked #58.

Northwest Financial Advisors first reported a position in SBI in Q1 2025 and has held it in 6 quarters since. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Northwest Financial Advisors held 46,471 shares of Western Asset Intermediate Muni Fund worth $366K as of Q2 2026.
Northwest Financial Advisors bought 10 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $78.
Western Asset Intermediate Muni Fund made up 0.05% of Northwest Financial Advisors's portfolio in Q2 2026, its #58 holding.
Northwest Financial Advisors first reported a position in Western Asset Intermediate Muni Fund in Q1 2025 and has held it in 6 quarters since.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.