Sage Mountain Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Sage Mountain Advisors’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	$496K	Hold	4,670	–	–	0.03%	136
2025 Q4	$500K	Buy	4,670 +153	+3%	+$16.4K	0.03%	272
2025 Q3	$481K	Buy	+4,517	New	+$473K	0.03%	284
2025 Q2	–	Sell	-1,441	Closed	-$152K	–	536
2025 Q1	$152K	Buy	+1,441	New	+$153K	0.01%	392
2022 Q1	–	Sell	-890	Closed	-$103K	–	675
2021 Q4	$103K	Hold	890	–	–	0.01%	589
2021 Q3	$103K	Buy	+890	New	+$104K	0.01%	492
2021 Q1	–	Sell	-736	Closed	-$86K	–	467
2020 Q4	$86K	Buy	+736	New	+$85.5K	0.03%	223

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Mountain Advisors's MUB Position: Q1 2026 in Review

Sage Mountain Advisors held its iShares National Muni Bond ETF (MUB) position steady in Q1 2026 at 4,670 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #136.

Sage Mountain Advisors first reported a position in MUB in Q4 2020 and has held it in 7 quarters since. The position peaked at $500K in Q4 2025. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Sage Mountain Advisors held 4,670 shares of iShares National Muni Bond ETF worth $496K as of Q1 2026.
Sage Mountain Advisors left its iShares National Muni Bond ETF share count unchanged in Q1 2026.
iShares National Muni Bond ETF made up 0.03% of Sage Mountain Advisors's portfolio in Q1 2026, its #136 holding.
Sage Mountain Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 7 quarters since.
Sage Mountain Advisors's iShares National Muni Bond ETF position peaked at $500K in Q4 2025.
1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.