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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.91M	Buy	18,262 +14,904	+444%	+$1.56M	0.14%	39
2025 Q1	$354K	Buy	3,358 +2	+0.1%	+$211	0.03%	84
2024 Q4	$358K	Buy	3,356 +214	+7%	+$22.8K	0.03%	82
2024 Q3	$341K	Buy	3,142 +2	+0.1%	+$217	0.03%	83
2024 Q2	$335K	Buy	+3,140	New	+$335K	0.03%	83