Sage Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Sage Financial Group’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
2026 Q2	$2.19M	Sell	20,315 -64	-0.3%	-$6.84K	0.12%	45
2026 Q1	$2.16M	Buy	20,379 +2,299	+13%	+$247K	0.14%	41
2025 Q4	$1.94M	Sell	18,080 -2,003	-10%	-$214K	0.13%	42
2025 Q3	$2.14M	Buy	20,083 +1,821	+10%	+$191K	0.15%	39
2025 Q2	$1.91M	Buy	18,262 +14,904	+444%	+$1.55M	0.14%	39
2025 Q1	$354K	Buy	3,358 +2	+0.1%	+$213	0.03%	84
2024 Q4	$358K	Buy	3,356 +214	+7%	+$23K	0.03%	82
2024 Q3	$341K	Buy	3,142 +2	+0.1%	+$216	0.03%	83
2024 Q2	$335K	Buy	+3,140	New	+$334K	0.03%	83

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sage Financial Group's MUB Position: Q2 2026 in Review

Sage Financial Group reduced its iShares National Muni Bond ETF (MUB) stake by 0.31% in Q2 2026, selling an estimated $6.84K and leaving 20,315 shares worth $2.19M. The position accounts for 0.12% of the portfolio, ranked #45.

Sage Financial Group first reported a position in MUB in Q2 2024 and has held it in 9 quarters since. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Sage Financial Group held 20,315 shares of iShares National Muni Bond ETF worth $2.19M as of Q2 2026.
Sage Financial Group sold 64 iShares National Muni Bond ETF shares in Q2 2026, an estimated $6.84K.
iShares National Muni Bond ETF made up 0.12% of Sage Financial Group's portfolio in Q2 2026, its #45 holding.
Sage Financial Group first reported a position in iShares National Muni Bond ETF in Q2 2024 and has held it in 9 quarters since.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sage Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.