CASTLE WEALTH MANAGEMENT LLC
Position in SBI — Western Asset Intermediate Muni Fund Inc.
CIK 1936420
BOYNTON BEACH, FL
Position in SBI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$255,389
+$6,166 QoQ
Shares Held
32,451
0.0% QoQ
Ownership
0.230%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#39
of 59 holders
Holding Since
Sep 2025
4 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, 2026CASTLE WEALTH MANAGEMENT LLC holds $6,339,519 across 5 Asset Management names. SBI ranks #5 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RQI |
Cohen & Steers Quality Income Realty Fund Inc
|
301,114 | $3,706,713 | |
| 2 | ARCC |
Ares Capital Corp
|
81,837 | $1,516,439 | |
| 3 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
35,043 | $451,353 | |
| 4 | OBDC |
Blue Owl Capital Corp
|
37,684 | $409,625 | |
| 5 | SBI |
Western Asset Intermediate Muni Fund Inc.
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|
32,451 | $255,389 |
All Filings in SBI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,389 | 32,451 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $249,223 | 32,451 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $249,223 | 32,451 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $256,687 | 32,451 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||