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

Sage Financial Management 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	$1.25M	Sell	11,571 -1,206	-9%	-$129K	0.34%	28
2026 Q1	$1.36M	Sell	12,777 -75	-0.6%	-$8.06K	0.42%	25
2025 Q4	$1.38M	Sell	12,852 -420	-3%	-$45K	0.42%	25
2025 Q3	$1.41M	Sell	13,272 -71	-0.5%	-$7.43K	0.45%	25
2025 Q2	$1.39M	Sell	13,343 -2,432	-15%	-$253K	0.48%	25
2025 Q1	$1.66M	Sell	15,775 -570	-3%	-$60.6K	0.6%	22
2024 Q4	$1.74M	Sell	16,345 -311	-2%	-$33.4K	0.65%	22
2024 Q3	$1.81M	Buy	+16,656	New	+$1.79M	0.7%	22
2024 Q2	–	Sell	-12,602	Closed	-$1.36M	–	32
2024 Q1	$1.36M	Sell	12,602 -819	-6%	-$88.4K	0.64%	24
2023 Q4	$1.46M	Buy	13,421 +3,666	+38%	+$383K	0.78%	24
2023 Q3	$1M	Buy	+9,755	New	+$1.03M	0.6%	26
2023 Q2	–	Sell	-8,448	Closed	-$910K	–	19
2023 Q1	$910K	Sell	8,448 -2,483	-23%	-$265K	0.73%	23
2022 Q4	$1.15M	Sell	10,931 -47,747	-81%	-$4.98M	0.81%	20
2022 Q3	$6.02M	Sell	58,678 -1,605	-3%	-$171K	5.3%	7
2022 Q2	$6.41M	Buy	+60,283	New	+$6.43M	4.49%	9

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 Management Group's MUB Position: Q2 2026 in Review

Sage Financial Management Group reduced its iShares National Muni Bond ETF (MUB) stake by 9.4% in Q2 2026, selling an estimated $129K and leaving 11,571 shares worth $1.25M. The position accounts for 0.34% of the portfolio, ranked #28.

Sage Financial Management Group first reported a position in MUB in Q2 2022 and has held it in 15 quarters since. The position peaked at $6.41M in Q2 2022. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Sage Financial Management Group held 11,571 shares of iShares National Muni Bond ETF worth $1.25M as of Q2 2026.
Sage Financial Management Group sold 1,206 iShares National Muni Bond ETF shares in Q2 2026, an estimated $129K.
iShares National Muni Bond ETF made up 0.34% of Sage Financial Management Group's portfolio in Q2 2026, its #28 holding.
Sage Financial Management Group first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 15 quarters since.
Sage Financial Management Group's iShares National Muni Bond ETF position peaked at $6.41M in Q2 2022.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.