Skip to main content
Equibles

BAR HARBOR WEALTH MANAGEMENT

Position in SBI — Western Asset Intermediate Muni Fund Inc.

CIK 1035463 CONCORD, NH
Back to SBI Full portfolio

Position in SBI

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$118,915
+$2,871 QoQ
Shares Held
15,110
0.0% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#47
of 59 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SBI Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

BAR HARBOR WEALTH MANAGEMENT holds $8,177,308 across 14 Asset Management names. SBI ranks #14 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NUV
Nuveen Municipal Value Fund Inc
 487,825 $4,497,746
2 BLK
BlackRock, Inc.
 1,229 $1,181,757
3 MMU
Western Asset Managed Municipals Fund Inc.
 41,682 $434,326
4 STT
State Street Corp
 2,392 $405,683
5 NBH
Neuberger Municipal Fund Inc.
 19,865 $209,575
6 NEA
Nuveen AMT-Free Quality Municipal Income Fund
 17,711 $207,927
7 AMP
Ameriprise Financial Inc
 449 $205,983
8 VMO
Invesco Municipal Opportunity Trust
 19,795 $195,376

All Filings in SBI

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $118,915 15,110
2026-03-31 $116,044 15,110
2025-12-31 $116,044 15,110
2025-09-30 $119,520 15,110
2025-06-30 $113,627 15,110
2025-03-31 $117,858 15,110
2024-12-31 $116,951 15,110
2024-09-30 $123,902 15,110
2024-06-30 $118,764 15,110
2024-03-31 $119,671 15,110
2023-12-31 $116,347 15,110
2023-09-30 $108,187 15,110
2023-06-30 $115,138 15,110
2023-03-31 $119,520 15,110
2022-12-31 $114,684 15,110
2022-09-30 $111,058 15,110
2022-06-30 $121,786 15,110
2022-03-31 $129,794 15,110
2021-12-31 $145,660 15,110
2021-09-30 $147,322 15,110
2021-06-30 $147,624 15,110
2021-03-31 $140,371 15,110
2020-12-31 $139,012 15,110
2020-09-30 $136,896 15,110
2020-06-30 $129,341 15,110
2020-03-31 $127,377 15,110