Sage Private Wealth Group’s iShares National Muni Bond ETF MUB Stock Holding History

Sage Private Wealth Group’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
2024 Q4	–	Sell	-1,987	Closed	-$216K	–	97
2024 Q3	$216K	Buy	+1,987	New	+$214K	0.17%	85
2024 Q2	–	Sell	-4,121	Closed	-$443K	–	90
2024 Q1	$443K	Sell	4,121 -4,433	-52%	-$478K	0.36%	38
2023 Q4	$927K	Sell	8,554 -42	-0.5%	-$4.39K	0.83%	14
2023 Q3	$881K	Sell	8,596 -69,928	-89%	-$7.38M	1.21%	9
2023 Q2	$8.38M	Sell	78,524 -10,200	-11%	-$1.09M	11.42%	3
2023 Q1	$9.56M	Sell	88,724 -2,940	-3%	-$314K	10.98%	3
2022 Q4	$9.67M	Buy	+91,664	New	+$9.55M	11.48%	3

Other funds holding MUB

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Sage Private Wealth Group's MUB Position: Q4 2024 in Review

Sage Private Wealth Group sold out of iShares National Muni Bond ETF (MUB) in Q4 2024, closing a stake of 1,987 shares — an estimated $216K sold.

Sage Private Wealth Group first reported a position in MUB in Q4 2022 and held it in 7 quarters. The position peaked at $9.67M in Q4 2022. 1,523 funds tracked by Wall St. Rank hold MUB as of Q4 2024.

Sage Private Wealth Group reported no remaining iShares National Muni Bond ETF position as of Q4 2024 after selling out during the quarter.
Sage Private Wealth Group sold 1,987 iShares National Muni Bond ETF shares in Q4 2024, an estimated $216K.
Sage Private Wealth Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and held it in 7 quarters.
Sage Private Wealth Group's iShares National Muni Bond ETF position peaked at $9.67M in Q4 2022.
1,523 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2024.

Based on Sage Private Wealth Group's 13F filing for Q4 2024, filed 29 Jan 2025.