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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.41M Sell
2025
Q2
$1.39M Sell
2025
Q1
$1.66M Sell
2024
Q4
$1.74M Sell
2024
Q3
$1.81M Buy
2024
Q2
Sell
2024
Q1
$1.36M Sell
2023
Q4
$1.46M Buy
2023
Q3
$1M Buy
2023
Q2
Sell
2023
Q1
$910K Sell
2022
Q4
$1.15M Sell
2022
Q3
$6.02M Sell
2022
Q2
$6.41M Buy