SAG
SageView Advisory Group’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 | $29.8M | Buy |
287,523
+21,617
| +8% | +$2.24M | 1.13% | 12 |
|
|
2025
Q1 | $28M | Sell |
265,906
-12,056
| -4% | -$1.27M | 1.2% | 11 |
|
|
2024
Q4 | $29.6M | Buy |
277,962
+96,807
| +53% | +$10.3M | 1.27% | 12 |
|
|
2024
Q3 | $19.7M | Buy |
+181,155
| New | +$19.7M | 1% | 13 |
|
|
2024
Q2 | – | Sell |
-109,201
| Closed | -$9.13M | – | 16 |
|
|
2024
Q1 | $9.13M | Buy |
+109,201
| New | +$9.13M | 0.46% | 30 |
|
|
2023
Q4 | – | Sell |
-146,372
| Closed | -$15M | – | 14 |
|
|
2023
Q3 | $15M | Sell |
146,372
-373
| -0.3% | -$38.2K | 0.86% | 17 |
|
|
2023
Q2 | $15.7M | Buy |
146,745
+451
| +0.3% | +$48.1K | 0.87% | 18 |
|
|
2023
Q1 | $15.8M | Buy |
146,294
+71,110
| +95% | +$7.66M | 1% | 14 |
|
|
2022
Q4 | $7.93M | Buy |
+75,184
| New | +$7.93M | 0.64% | 33 |
|