Sage Financial Management Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Sage Financial Management Group’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$504K	Buy	4,738 +112	+2%	+$11.9K	0.14%	40
2026 Q1	$493K	Buy	4,626 +668	+17%	+$71.5K	0.15%	36
2025 Q4	$422K	Buy	3,958 +311	+9%	+$33.1K	0.13%	40
2025 Q3	$389K	Buy	3,647 +475	+15%	+$50.7K	0.12%	40
2025 Q2	$337K	Sell	3,172 -3,072	-49%	-$325K	0.12%	44
2025 Q1	$659K	Sell	6,244 -16	-0.3%	-$1.69K	0.24%	30
2024 Q4	$660K	Sell	6,260 -1,897	-23%	-$200K	0.24%	32
2024 Q3	$866K	Buy	+8,157	New	+$861K	0.34%	29
2024 Q2	–	Sell	-7,820	Closed	-$819K	–	43
2024 Q1	$819K	Buy	7,820 +1,977	+34%	+$208K	0.39%	27
2023 Q4	$616K	Sell	5,843 -4,624	-44%	-$481K	0.33%	31
2023 Q3	$1.08M	Buy	+10,467	New	+$1.09M	0.65%	25
2023 Q2	–	Sell	-10,467	Closed	-$1.1M	–	28
2023 Q1	$1.1M	Hold	10,467	–	–	0.88%	21
2022 Q4	$1.09M	Buy	10,467 +8,000	+324%	+$828K	0.76%	22
2022 Q3	$253K	Sell	2,467 -2,311	-48%	-$241K	0.22%	29
2022 Q2	$500K	Buy	+4,778	New	+$497K	0.35%	23

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Sage Financial Management Group's SUB Position: Q2 2026 in Review

Sage Financial Management Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 2.4% in Q2 2026, buying an estimated $11.9K and bringing the position to 4,738 shares worth $504K. The position accounts for 0.14% of the portfolio, ranked #40.

Sage Financial Management Group first reported a position in SUB in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.1M in Q1 2023. 913 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Sage Financial Management Group held 4,738 shares of iShares Short-Term National Muni Bond ETF worth $504K as of Q2 2026.
Sage Financial Management Group bought 112 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $11.9K.
iShares Short-Term National Muni Bond ETF made up 0.14% of Sage Financial Management Group's portfolio in Q2 2026, its #40 holding.
Sage Financial Management Group first reported a position in iShares Short-Term National Muni Bond ETF in Q2 2022 and has held it in 15 quarters since.
Sage Financial Management Group's iShares Short-Term National Muni Bond ETF position peaked at $1.1M in Q1 2023.
913 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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