Whipplewood Advisors’s Western Asset Intermediate Muni Fund SBI Stock Holding History

Whipplewood 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	$720K	Sell	91,425 -449	-0.5%	-$3.49K	0.48%	63
2026 Q1	$706K	Buy	91,874 +787	+0.9%	+$6.17K	0.37%	75
2025 Q4	$700K	Buy	91,087 +1,663	+2%	+$13K	0.45%	74
2025 Q3	$707K	Buy	89,424 +4,338	+5%	+$33.4K	0.47%	70
2025 Q2	$640K	Buy	85,086 +84,982	+81,713%	+$639K	0.35%	78
2025 Q1	$663K	Sell	104 -82,783	-100%	-$648K	0.39%	67
2024 Q4	$642K	Buy	+82,887	New	+$668K	0.36%	67

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

Whipplewood Advisors's SBI Position: Q2 2026 in Review

Whipplewood Advisors reduced its Western Asset Intermediate Muni Fund (SBI) stake by 0.49% in Q2 2026, selling an estimated $3.49K and leaving 91,425 shares worth $720K. The position accounts for 0.48% of the portfolio, ranked #63.

Whipplewood Advisors first reported a position in SBI in Q4 2024 and has held it in 7 quarters since. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Whipplewood Advisors held 91,425 shares of Western Asset Intermediate Muni Fund worth $720K as of Q2 2026.
Whipplewood Advisors sold 449 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $3.49K.
Western Asset Intermediate Muni Fund made up 0.48% of Whipplewood Advisors's portfolio in Q2 2026, its #63 holding.
Whipplewood Advisors first reported a position in Western Asset Intermediate Muni Fund in Q4 2024 and has held it in 7 quarters since.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.