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 Q2	–	Sell	-2,639	Closed	-$20.3K	–	4407
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	–	2614
2018 Q2	$1K	Buy	+136	New	+$1.18K	﹤0.01%	2279

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

Northwestern Mutual Wealth Management's SBI Position: Q2 2026 in Review

Northwestern Mutual Wealth Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2026, closing a stake of 2,639 shares — an estimated $20.3K sold.

Northwestern Mutual Wealth Management first reported a position in SBI in Q2 2018 and held it in 7 quarters. The position peaked at $31K in Q2 2019. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Northwestern Mutual Wealth Management reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2026 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 2,639 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $20.3K.
Northwestern Mutual Wealth Management first reported a position in Western Asset Intermediate Muni Fund in Q2 2018 and held it in 7 quarters.
Northwestern Mutual Wealth Management's Western Asset Intermediate Muni Fund position peaked at $31K in Q2 2019.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.