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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Financial Management Group's MUB Position: Q1 2026 in Review

Sage Financial Management Group reduced its iShares National Muni Bond ETF (MUB) stake by 0.58% in Q1 2026, selling an estimated $8.06K and leaving 12,777 shares worth $1.36M. The position accounts for 0.42% of the portfolio, ranked #25.

Sage Financial Management Group first reported a position in MUB in Q2 2022 and has held it in 14 quarters since. The position peaked at $6.41M in Q2 2022. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Sage Financial Management Group held 12,777 shares of iShares National Muni Bond ETF worth $1.36M as of Q1 2026.
  • Sage Financial Management Group sold 75 iShares National Muni Bond ETF shares in Q1 2026, an estimated $8.06K.
  • iShares National Muni Bond ETF made up 0.42% of Sage Financial Management Group's portfolio in Q1 2026, its #25 holding.
  • Sage Financial Management Group first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 14 quarters since.
  • Sage Financial Management Group's iShares National Muni Bond ETF position peaked at $6.41M in Q2 2022.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Sage Financial Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.