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

Whitebox 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	$1.61M	Hold	204,801	–	–	0.02%	312
2026 Q1	$1.57M	Hold	204,801	–	–	0.02%	268
2025 Q4	$1.57M	Hold	204,801	–	–	0.02%	240
2025 Q3	$1.62M	Sell	204,801 -47,825	-19%	-$368K	0.02%	215
2025 Q2	$1.9M	Sell	252,626 -18,812	-7%	-$141K	0.04%	193
2025 Q1	$2.12M	Hold	271,438	–	–	0.05%	164
2024 Q4	$2.1M	Buy	271,438 +100,000	+58%	+$806K	0.06%	132
2024 Q3	$1.41M	Buy	171,438 +1,994	+1%	+$16K	0.04%	142
2024 Q2	$1.33M	Buy	169,444 +126,303	+293%	+$982K	0.04%	138
2024 Q1	$342K	Buy	+43,141	New	+$338K	0.01%	157

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Whitebox Advisors's SBI Position: Q2 2026 in Review

Whitebox Advisors held its Western Asset Intermediate Muni Fund (SBI) position steady in Q2 2026 at 204,801 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #312.

Whitebox Advisors first reported a position in SBI in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.12M in Q1 2025. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Whitebox Advisors held 204,801 shares of Western Asset Intermediate Muni Fund worth $1.61M as of Q2 2026.
Whitebox Advisors left its Western Asset Intermediate Muni Fund share count unchanged in Q2 2026.
Western Asset Intermediate Muni Fund made up 0.02% of Whitebox Advisors's portfolio in Q2 2026, its #312 holding.
Whitebox Advisors first reported a position in Western Asset Intermediate Muni Fund in Q1 2024 and has held it in 10 quarters since.
Whitebox Advisors's Western Asset Intermediate Muni Fund position peaked at $2.12M in Q1 2025.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Whitebox Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.