NFA
SBI

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
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 $2B AUM 0.66% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwest Financial Advisors's SBI Position: Q1 2026 in Review

Northwest Financial Advisors increased its Western Asset Intermediate Muni Fund (SBI) stake by 5.9% in Q1 2026, buying an estimated $20.3K and bringing the position to 46,461 shares worth $357K. The position accounts for 0.69% of the portfolio, ranked #46.

Northwest Financial Advisors first reported a position in SBI in Q1 2025 and has held it in 5 quarters since. 62 funds tracked by Wall St. Rank hold SBI as of Q1 2026.

  • Northwest Financial Advisors held 46,461 shares of Western Asset Intermediate Muni Fund worth $357K as of Q1 2026.
  • Northwest Financial Advisors bought 2,591 Western Asset Intermediate Muni Fund shares in Q1 2026, an estimated $20.3K.
  • Western Asset Intermediate Muni Fund made up 0.69% of Northwest Financial Advisors's portfolio in Q1 2026, its #46 holding.
  • Northwest Financial Advisors first reported a position in Western Asset Intermediate Muni Fund in Q1 2025 and has held it in 5 quarters since.
  • 62 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q1 2026.

Based on Northwest Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.