Sage Advisory Services’s iShares National Muni Bond ETF MUB Stock Holding History

Sage Advisory Services’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-12,479	Closed	-$1.41M	–	54
2020 Q1	$1.41M	Buy	12,479 +189	+2%	+$21.6K	0.54%	31
2019 Q4	$1.4M	Buy	12,290 +13	+0.1%	+$1.48K	0.44%	35
2019 Q3	$1.4M	Sell	12,277 -212	-2%	-$24.2K	0.46%	31
2019 Q2	$1.41M	Buy	12,489 +22	+0.2%	+$2.46K	0.41%	30
2019 Q1	$1.39M	Buy	12,467 +2,893	+30%	+$317K	0.13%	36
2018 Q4	$1.04M	Buy	9,574 +1,452	+18%	+$156K	0.11%	38
2018 Q3	$877K	Buy	8,122 +350	+5%	+$38K	0.08%	37
2018 Q2	$847K	Sell	7,772 -11	-0.1%	-$1.19K	0.08%	36
2018 Q1	$848K	Sell	7,783 -3	-0%	-$327	0.09%	36
2017 Q4	$862K	Buy	7,786 +1,222	+19%	+$135K	0.09%	35
2017 Q3	$728K	Sell	6,564 -4	-0.1%	-$444	0.08%	30
2017 Q2	$723K	Buy	+6,568	New	+$722K	0.08%	26

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sage Advisory Services's MUB Position: Q2 2020 in Review

Sage Advisory Services sold out of iShares National Muni Bond ETF (MUB) in Q2 2020, closing a stake of 12,479 shares — an estimated $1.41M sold.

Sage Advisory Services first reported a position in MUB in Q2 2017 and held it in 12 quarters. The position peaked at $1.41M in Q2 2019. 842 funds tracked by Wall St. Rank hold MUB as of Q2 2020.

Sage Advisory Services reported no remaining iShares National Muni Bond ETF position as of Q2 2020 after selling out during the quarter.
Sage Advisory Services sold 12,479 iShares National Muni Bond ETF shares in Q2 2020, an estimated $1.41M.
Sage Advisory Services first reported a position in iShares National Muni Bond ETF in Q2 2017 and held it in 12 quarters.
Sage Advisory Services's iShares National Muni Bond ETF position peaked at $1.41M in Q2 2019.
842 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2020.

Based on Sage Advisory Services's 13F filing for Q2 2020, filed 28 Jul 2020.