SAG
SageView Advisory Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.46M | Buy |
79,361
+932
| +1% | +$99.4K | 0.32% | 35 |
|
|
2025
Q1 | $8.28M | Sell |
78,429
-2,747
| -3% | -$290K | 0.35% | 35 |
|
|
2024
Q4 | $8.56M | Buy |
81,176
+39,845
| +96% | +$4.2M | 0.37% | 36 |
|
|
2024
Q3 | $4.39M | Buy |
+41,331
| New | +$4.39M | 0.22% | 61 |
|
|
2024
Q2 | – | Sell |
-9,651
| Closed | -$881K | – | 60 |
|
|
2024
Q1 | $881K | Buy |
+9,651
| New | +$881K | 0.04% | 217 |
|
|
2023
Q4 | – | Sell |
-67,826
| Closed | -$6.98M | – | 39 |
|
|
2023
Q3 | $6.98M | Sell |
67,826
-2,767
| -4% | -$285K | 0.4% | 37 |
|
|
2023
Q2 | $7.34M | Sell |
70,593
-948
| -1% | -$98.6K | 0.41% | 35 |
|
|
2023
Q1 | $7.49M | Buy |
71,541
+12,869
| +22% | +$1.35M | 0.48% | 34 |
|
|
2022
Q4 | $6.12M | Buy |
+58,672
| New | +$6.12M | 0.5% | 46 |
|