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 Q3	$282K	Sell	2,791 -192	-6%	-$20.2K	0.02%	184
2026 Q2	$321K	Sell	2,983 -1,687	-36%	-$180K	0.02%	179
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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Sage Mountain Advisors's MUB Position: Q3 2026 in Review

Sage Mountain Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 6.4% in Q3 2026, selling an estimated $20.2K and leaving 2,791 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #184.

Sage Mountain Advisors first reported a position in MUB in Q4 2020 and has held it in 9 quarters since. The position peaked at $500K in Q4 2025. 1,188 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

Sage Mountain Advisors held 2,791 shares of iShares National Muni Bond ETF worth $282K as of Q3 2026.
Sage Mountain Advisors sold 192 iShares National Muni Bond ETF shares in Q3 2026, an estimated $20.2K.
iShares National Muni Bond ETF made up 0.02% of Sage Mountain Advisors's portfolio in Q3 2026, its #184 holding.
Sage Mountain Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 9 quarters since.
Sage Mountain Advisors's iShares National Muni Bond ETF position peaked at $500K in Q4 2025.
1,188 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Sage Mountain Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.