Northwestern Mutual Wealth Management
SBI

Northwestern Mutual Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Northwestern Mutual Wealth Management’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 		$20.3K Buy
+2,639
New +$20.7K ﹤0.01% 2798
2025
Q1 		– Sell
-610
Closed -$4.72K – 3912
2024
Q4 		$4.72K Buy
+610
New +$4.92K ﹤0.01% 2970
2023
Q2 		– Sell
-1,334
Closed -$10.5K – 3574
2023
Q1 		$10.5K Buy
+1,334
New +$10.5K ﹤0.01% 2496
2022
Q3 		– Sell
-3,470
Closed -$28K – 3355
2022
Q2 		$28K Buy
+3,470
New +$28.1K ﹤0.01% 2109
2019
Q3 		– Sell
-3,470
Closed -$31K – 2659
2019
Q2 		$31K Hold
3,470
– – ﹤0.01% 1568
2019
Q1 		$31K Buy
+3,470
New +$30K ﹤0.01% 1549
2018
Q3 		– Sell
-136
Closed -$1K – 2615
2018
Q2 		$1K Buy
+136
New +$1.18K ﹤0.01% 2279

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 $501B 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 $12.6B 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 $223M AUM 0.62% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $6.95B 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