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Western Asset Intermediate Mun SEC Filings

SBI NYSE

Welcome to our dedicated page for Western Asset Intermediate Mun SEC filings (Ticker: SBI), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Western Asset Intermediate Municipal Fund’s SEC record can stretch across hundreds of pages of N-CSR footnotes and leverage tables. If you have ever typed “Western Asset Intermediate Municipal Fund SEC filings explained simply” or hunted for “Western Asset Intermediate Municipal Fund earnings report filing analysis,” you already know how time-consuming that search can be. Stock Titan’s AI distills those dense disclosures—credit-quality shifts, distribution coverage, and duration profiles—into plain language insights, so understanding Western Asset Intermediate Municipal Fund SEC documents with AI takes minutes, not hours.

Every filing type is covered and refreshed in real time. Need the next “Western Asset Intermediate Municipal Fund quarterly earnings report 10-Q filing” or an alert for “Western Asset Intermediate Municipal Fund 8-K material events explained”? They appear here the moment EDGAR releases them, complete with AI-powered summaries that flag what moves net asset value. You can also monitor “Western Asset Intermediate Municipal Fund Form 4 insider transactions real-time,” track governance details through the “Western Asset Intermediate Municipal Fund proxy statement executive compensation,” and review the “Western Asset Intermediate Municipal Fund annual report 10-K simplified” without reading line-by-line.

Professionals use this page to spot tax-exempt income trends, compare segment performance, and watch “Western Asset Intermediate Municipal Fund insider trading Form 4 transactions” for signals from trustees. Whether you’re evaluating leverage ratios or “Western Asset Intermediate Municipal Fund executive stock transactions Form 4,” our expert analysis connects the dots between municipal-bond portfolio moves and market impact. Save hours, gain clarity, and act with confidence—every disclosure, from routine 10-Q narratives to sudden 8-K announcements, is already decoded for you.

Rhea-AI Summary

Schedule 13G/A (Amendment 1) reports that First Trust Portfolios L.P. (broker-dealer), First Trust Advisors L.P. (investment adviser) and their parent The Charger Corporation jointly own 703,228 common shares of Western Asset Intermediate Muni Fund Inc. (symbol SBI, CUSIP 958435109), representing 4.99 % of the class as of 30 June 2025.

The group has shared dispositive power over all 703,228 shares and shared voting power over 7,107 shares; it holds no sole voting or dispositive authority. As the stake remains below the 5 % threshold, Item 5 confirms “ownership of 5 percent or less.” The position is held largely in unit investment trusts sponsored by First Trust; trustees, not the filers, vote those shares. Each entity disclaims beneficial ownership except as noted.

The filing is made under Rule 13d-1(b) on a passive basis, with certifications that the securities were acquired in the ordinary course and not to influence control. Signed by CFO James M. Dykas on 28 July 2025.

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FAQ

What is the current stock price of Western Asset Intermediate Mun (SBI)?

The current stock price of Western Asset Intermediate Mun (SBI) is $7.63 as of August 1, 2025.

What is the market cap of Western Asset Intermediate Mun (SBI)?

The market cap of Western Asset Intermediate Mun (SBI) is approximately 106.7M.

What is the primary objective of Western Asset Intermediate Mun Fund?

The primary objective is to generate a high level of current income that is exempt from Federal income taxes by investing in municipal bonds and investment-grade debt securities.

How does the fund maintain credit quality in its investments?

The fund invests predominantly in debt securities that are rated investment grade by nationally recognized rating agencies or are of comparable quality as determined by the investment manager.

What makes the fund's investment strategy unique?

Its disciplined approach of allocating a significant portion of assets to municipal obligations, combined with a focused maturity range and investment-grade criteria, sets it apart from other fixed-income products.

How is the maturity profile of the fund determined?

The fund maintains a dollar-weighted average effective maturity between three and ten years to balance liquidity and interest rate risk.

What type of income does the fund provide to investors?

The fund is designed to provide current income that is exempt from Federal income taxes, making it attractive for tax-conscious investors.

How does Western Asset Intermediate Mun Fund manage risk in its portfolio?

Risk management is achieved through diversified investments, strict adherence to investment-grade criteria, and continuous monitoring of market and credit conditions.

How does the fund compare with other closed-end investment companies?

The fund distinguishes itself by focusing on tax-exempt, high-quality municipal and debt securities, which is a niche area compared to traditional closed-end funds that may have broader investment mandates.

What fee structure supports the operations of the fund?

The fund operates on a management fee structure, which aligns with many closed-end funds in the fixed-income space by focusing on long-term income generation and risk management.
Western Asset Intermediate Mun

NYSE:SBI

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SBI Stock Data

106.67M
14.08M
51.75%
0.2%
Asset Management
Financial Services
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United States
New York