Rothschild Investment LLC’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Rothschild Investment LLC’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	$295K	Buy	37,500 +25,000	+200%	+$194K	0.01%	764
2026 Q1	$96K	Hold	12,500	–	–	0.01%	899
2025 Q4	$96K	Hold	12,500	–	–	0.01%	821
2025 Q3	$98.9K	Hold	12,500	–	–	0.01%	804
2025 Q2	$94K	Hold	12,500	–	–	0.01%	657
2025 Q1	$97.5K	Hold	12,500	–	–	0.01%	637
2024 Q4	$96.8K	Hold	12,500	–	–	0.01%	646
2024 Q3	$103K	Buy	+12,500	New	+$101K	0.01%	641

Other funds holding SBI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.14% 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 13.86% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rothschild Investment LLC's SBI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Western Asset Intermediate Muni Fund (SBI) stake by 200% in Q2 2026, buying an estimated $194K and bringing the position to 37,500 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #764.

Rothschild Investment LLC first reported a position in SBI in Q3 2024 and has held it in 8 quarters since. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Rothschild Investment LLC held 37,500 shares of Western Asset Intermediate Muni Fund worth $295K as of Q2 2026.
Rothschild Investment LLC bought 25,000 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $194K.
Western Asset Intermediate Muni Fund made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #764 holding.
Rothschild Investment LLC first reported a position in Western Asset Intermediate Muni Fund in Q3 2024 and has held it in 8 quarters since.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.