SageView Advisory Group’s iShares National Muni Bond ETF MUB Stock Holding History

SageView Advisory 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
2025 Q4	$32.3M	Sell	301,950 -11,448	-4%	-$1.23M	1.09%	12
2025 Q3	$33.4M	Buy	313,398 +25,875	+9%	+$2.71M	1.15%	12
2025 Q2	$29.8M	Buy	287,523 +21,617	+8%	+$2.25M	1.13%	12
2025 Q1	$28M	Sell	265,906 -12,056	-4%	-$1.28M	1.2%	11
2024 Q4	$29.6M	Buy	277,962 +96,807	+53%	+$10.4M	1.27%	12
2024 Q3	$19.7M	Buy	+181,155	New	+$19.5M	1%	13
2024 Q2	–	Sell	-109,201	Closed	-$11.6M	–	16
2024 Q1	$9.13M	Buy	+109,201	New	+$11.8M	0.46%	30
2023 Q4	–	Sell	-146,372	Closed	-$15.3M	–	14
2023 Q3	$15M	Sell	146,372 -373	-0.3%	-$39.3K	0.86%	17
2023 Q2	$15.7M	Buy	146,745 +451	+0.3%	+$48.2K	0.87%	18
2023 Q1	$15.8M	Buy	146,294 +71,110	+95%	+$7.6M	1%	14
2022 Q4	$7.93M	Buy	+75,184	New	+$7.84M	0.64%	33

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SageView Advisory Group's MUB Position: Q4 2025 in Review

SageView Advisory Group reduced its iShares National Muni Bond ETF (MUB) stake by 3.7% in Q4 2025, selling an estimated $1.23M and leaving 301,950 shares worth $32.3M. The position accounts for 1.09% of the portfolio, ranked #12.

SageView Advisory Group first reported a position in MUB in Q4 2022 and has held it in 11 quarters since. The position peaked at $33.4M in Q3 2025. 1,628 funds tracked by Wall St. Rank hold MUB as of Q4 2025.

SageView Advisory Group held 301,950 shares of iShares National Muni Bond ETF worth $32.3M as of Q4 2025.
SageView Advisory Group sold 11,448 iShares National Muni Bond ETF shares in Q4 2025, an estimated $1.23M.
iShares National Muni Bond ETF made up 1.09% of SageView Advisory Group's portfolio in Q4 2025, its #12 holding.
SageView Advisory Group first reported a position in iShares National Muni Bond ETF in Q4 2022 and has held it in 11 quarters since.
SageView Advisory Group's iShares National Muni Bond ETF position peaked at $33.4M in Q3 2025.
1,628 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.