SFWA
SBI

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

Summit Financial Wealth 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 		$319K Sell
40,556
-2,000
-5% -$15.5K 0.04% 169
2026
Q1 		$327K Sell
42,556
-4,000
-9% -$31.4K 0.05% 144
2025
Q4 		$358K Hold
46,556
– – 0.05% 136
2025
Q3 		$371K Hold
46,556
– – 0.06% 122
2025
Q2 		$350K Sell
46,556
-1,800
-4% -$13.5K 0.06% 118
2025
Q1 		$377K Sell
48,356
-1,250
-3% -$9.79K 0.07% 104
2024
Q4 		$386K Hold
49,606
– – 0.08% 103
2024
Q3 		$407K Hold
49,606
– – 0.08% 99
2024
Q2 		$390K Sell
49,606
-4,000
-7% -$31.1K 0.08% 93
2024
Q1 		$425K Sell
53,606
-10,600
-17% -$83.2K 0.09% 89
2023
Q4 		$494K Hold
64,206
– – 0.11% 78
2023
Q3 		$467K Sell
64,206
-7,700
-11% -$57.9K 0.11% 76
2023
Q2 		$548K Buy
71,906
+4,800
+7% +$37K 0.13% 73
2023
Q1 		$531K Sell
67,106
-1,450
-2% -$11.4K 0.13% 78
2022
Q4 		$520K Sell
68,556
-4,000
-6% -$29.9K 0.13% 79
2022
Q3 		$522K Buy
72,556
+4,800
+7% +$38.5K 0.15% 68
2022
Q2 		$549K Sell
67,756
-2,000
-3% -$16.2K 0.13% 74
2022
Q1 		$599K Sell
69,756
-1,208
-2% -$10.9K 0.12% 72
2021
Q4 		$678K Hold
70,964
– – 0.13% 72
2021
Q3 		$692K Hold
70,964
– – 0.16% 61
2021
Q2 		$693K Sell
70,964
-1,000
-1% -$9.55K 0.16% 63
2021
Q1 		$662K Sell
71,964
-600
-0.8% -$5.55K 0.17% 57
2020
Q4 		$657K Sell
72,564
-500
-0.7% -$4.52K 0.18% 57
2020
Q3 		$638K Sell
73,064
-1,000
-1% -$8.95K 0.17% 59
2020
Q2 		$642K Sell
74,064
-10,100
-12% -$84.9K 0.17% 64
2020
Q1 		$683K Sell
84,164
-2,000
-2% -$18.3K 0.22% 60
2019
Q4 		$829K Sell
86,164
-2,333
-3% -$21.4K 0.2% 66
2019
Q3 		$811K Sell
88,497
-5,700
-6% -$52.1K 0.2% 71
2019
Q2 		$842K Sell
94,197
-3,092
-3% -$27.4K 0.21% 77
2019
Q1 		$854K Hold
97,289
– – 0.23% 68
2018
Q4 		$812K Sell
97,289
-11,084
-10% -$92.2K 0.26% 62
2018
Q3 		$895K Sell
108,373
-9,667
-8% -$83K 0.27% 64
2018
Q2 		$1.02M Hold
118,040
– – 0.34% 62
2018
Q1 		$1.02M Sell
118,040
-1,000
-0.8% -$9.04K 0.34% 62
2017
Q4 		$1.11M Buy
119,040
+37,300
+46% +$355K 0.38% 63
2017
Q3 		$795K Sell
81,740
-11,000
-12% -$108K 0.29% 73
2017
Q2 		$913K Sell
92,740
-4,600
-5% -$45.2K 0.36% 67
2017
Q1 		$929K Sell
97,340
-6,250
-6% -$59.8K 0.41% 63
2016
Q4 		$985K Buy
103,590
+334
+0.3% +$3.31K 0.43% 60
2016
Q3 		$1.09M Buy
103,256
+5,600
+6% +$59K 0.47% 54
2016
Q2 		$1.03M Buy
+97,656
New +$1.03M 0.43% 58
2015
Q4 		– Sell
-88,706
Closed -$877K – 198
2015
Q3 		$877K Buy
88,706
+7,000
+9% +$68.3K 0.57% 40
2015
Q2 		$793K Buy
+81,706
New +$812K 0.49% 41

Other funds holding SBI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Summit Financial Wealth Advisors's SBI Position: Q2 2026 in Review

Summit Financial Wealth Advisors reduced its Western Asset Intermediate Muni Fund (SBI) stake by 4.7% in Q2 2026, selling an estimated $15.5K and leaving 40,556 shares worth $319K. The position accounts for 0.04% of the portfolio, ranked #169.

Summit Financial Wealth Advisors first reported a position in SBI in Q2 2015 and has held it in 43 quarters since. The position peaked at $1.11M in Q4 2017. 7 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

  • Summit Financial Wealth Advisors held 40,556 shares of Western Asset Intermediate Muni Fund worth $319K as of Q2 2026.
  • Summit Financial Wealth Advisors sold 2,000 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $15.5K.
  • Western Asset Intermediate Muni Fund made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • Summit Financial Wealth Advisors first reported a position in Western Asset Intermediate Muni Fund in Q2 2015 and has held it in 43 quarters since.
  • Summit Financial Wealth Advisors's Western Asset Intermediate Muni Fund position peaked at $1.11M in Q4 2017.
  • 7 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.