Sagespring Wealth Partners’s iShares National Muni Bond ETF MUB Stock Holding History

Sagespring Wealth Partners’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 Q2	$23.6M	Buy	219,617 +5,735	+3%	+$613K	0.36%	41
2026 Q1	$22.7M	Sell	213,882 -30,972	-13%	-$3.33M	0.41%	38
2025 Q4	$26.2M	Buy	244,854 +30,259	+14%	+$3.24M	0.48%	37
2025 Q3	$22.9M	Buy	214,595 +7,514	+4%	+$786K	0.45%	41
2025 Q2	$21.6M	Buy	207,081 +22,655	+12%	+$2.36M	0.47%	39
2025 Q1	$19.4M	Buy	184,426 +24,824	+16%	+$2.64M	0.49%	37
2024 Q4	$17M	Buy	+159,602	New	+$17.1M	0.45%	39

Other funds holding MUB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Sagespring Wealth Partners's MUB Position: Q2 2026 in Review

Sagespring Wealth Partners increased its iShares National Muni Bond ETF (MUB) stake by 2.7% in Q2 2026, buying an estimated $613K and bringing the position to 219,617 shares worth $23.6M. The position accounts for 0.36% of the portfolio, ranked #41.

Sagespring Wealth Partners first reported a position in MUB in Q4 2024 and has held it in 7 quarters since. The position peaked at $26.2M in Q4 2025. 1,643 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Sagespring Wealth Partners held 219,617 shares of iShares National Muni Bond ETF worth $23.6M as of Q2 2026.
Sagespring Wealth Partners bought 5,735 iShares National Muni Bond ETF shares in Q2 2026, an estimated $613K.
iShares National Muni Bond ETF made up 0.36% of Sagespring Wealth Partners's portfolio in Q2 2026, its #41 holding.
Sagespring Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's iShares National Muni Bond ETF position peaked at $26.2M in Q4 2025.
1,643 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.