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 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 $1.37T 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

Sagespring Wealth Partners's MUB Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its iShares National Muni Bond ETF (MUB) stake by 13% in Q1 2026, selling an estimated $3.33M and leaving 213,882 shares worth $22.7M. The position accounts for 0.41% of the portfolio, ranked #38.

Sagespring Wealth Partners first reported a position in MUB in Q4 2024 and has held it in 6 quarters since. The position peaked at $26.2M in Q4 2025. 1,625 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

Sagespring Wealth Partners held 213,882 shares of iShares National Muni Bond ETF worth $22.7M as of Q1 2026.
Sagespring Wealth Partners sold 30,972 iShares National Muni Bond ETF shares in Q1 2026, an estimated $3.33M.
iShares National Muni Bond ETF made up 0.41% of Sagespring Wealth Partners's portfolio in Q1 2026, its #38 holding.
Sagespring Wealth Partners first reported a position in iShares National Muni Bond ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's iShares National Muni Bond ETF position peaked at $26.2M in Q4 2025.
1,625 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.