SMA
Sage Mountain Advisors’s iShares National Muni Bond ETF MUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,441
| Closed | -$152K | – | 536 |
|
|
2025
Q1 | $152K | Buy |
+1,441
| New | +$152K | 0.01% | 392 |
|
|
2022
Q1 | – | Sell |
-890
| Closed | -$103K | – | 674 |
|
|
2021
Q4 | $103K | Hold |
890
| – | – | 0.01% | 587 |
|
|
2021
Q3 | $103K | Buy |
+890
| New | +$103K | 0.01% | 490 |
|
|
2021
Q1 | – | Sell |
-736
| Closed | -$86K | – | 466 |
|
|
2020
Q4 | $86K | Buy |
+736
| New | +$86K | 0.03% | 222 |
|