Sage Financial Management 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 | $1.39M | Sell |
13,343
-2,432
| -15% | -$254K | 0.48% | 25 |
|
|
2025
Q1 | $1.66M | Sell |
15,775
-570
| -3% | -$60.1K | 0.6% | 22 |
|
|
2024
Q4 | $1.74M | Sell |
16,345
-311
| -2% | -$33.1K | 0.65% | 22 |
|
|
2024
Q3 | $1.81M | Buy |
+16,656
| New | +$1.81M | 0.7% | 22 |
|
|
2024
Q2 | – | Sell |
-12,602
| Closed | -$1.36M | – | 32 |
|
|
2024
Q1 | $1.36M | Sell |
12,602
-819
| -6% | -$88.1K | 0.64% | 24 |
|
|
2023
Q4 | $1.46M | Buy |
13,421
+3,666
| +38% | +$397K | 0.78% | 24 |
|
|
2023
Q3 | $1M | Buy |
+9,755
| New | +$1M | 0.6% | 26 |
|
|
2023
Q2 | – | Sell |
-8,448
| Closed | -$910K | – | 19 |
|
|
2023
Q1 | $910K | Sell |
8,448
-2,483
| -23% | -$267K | 0.73% | 23 |
|
|
2022
Q4 | $1.15M | Sell |
10,931
-47,747
| -81% | -$5.04M | 0.81% | 20 |
|
|
2022
Q3 | $6.02M | Sell |
58,678
-1,605
| -3% | -$165K | 5.3% | 7 |
|
|
2022
Q2 | $6.41M | Buy |
+60,283
| New | +$6.41M | 4.49% | 9 |
|