Sage Private Wealth Group, LLC Ishares National Muni Bond ETF Transaction History

Sage Private Wealth Group, LLC

$133 Million
Q4 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	SELL	$105.78 - $108.7 $210,184 - $215,986	-1,987 Closed	0 $0
Q3 2024 Jan 29, 2025	BUY	$106.13 - $108.7 $210,880 - $215,986	1,987 New	1,987 $215,000
Q2 2024 Jan 29, 2025	SELL	$105.37 - $107.16 $434,229 - $441,606	-4,121 Closed	0 $0
Q1 2024 Jan 29, 2025	SELL	$107.41 - $108.76 $476,148 - $482,133	-4,433 Reduced 51.82%	4,121 $443,000
Q4 2023 Jan 29, 2025	SELL	$100.97 - $108.77 $4,240 - $4,568	-42 Reduced 0.49%	8,554 $927,000
Q3 2023 Jan 29, 2025	SELL	$102.54 - $107.39 $7.17 Million - $7.51 Million	-69,928 Reduced 89.05%	8,596 $881,000
Q2 2023 Jan 29, 2025	SELL	$105.16 - $108.58 $1.07 Million - $1.11 Million	-10,200 Reduced 11.5%	78,524 $8.38 Million
Q1 2023 Jan 29, 2025	SELL	$104.99 - $108.49 $308,670 - $318,960	-2,940 Reduced 3.21%	88,724 $9.56 Million
Q4 2022 Jan 29, 2025	BUY	$101.51 - $106.72 $9.3 Million - $9.78 Million	91,664 New	91,664 $9.67 Million

Others Institutions Holding MUB

# of Institutions

1,661

Shares Held

321M

Call Options Held

697K

Put Options Held

1.36M

Bank Of America Corp Charlotte, NC

30.9M
Shares

$3.27 Billion
0.28% of portfolio
Envestnet Asset Management Inc

20.4M
Shares

$2.16 Billion
0.72% of portfolio
Betterment LLC New York, NY

18.3M
Shares

$1.93 Billion
4.68% of portfolio
Creative Planning Overland Park, KS

13.2M
Shares

$1.4 Billion
1.37% of portfolio
Wells Fargo & Company San Francisco, CA

10.6M
Shares

$1.12 Billion
0.26% of portfolio

About ISHARES NATIONAL MUNI BOND ETF

Ticker MUB
Sector ETFs
Industry ETFs

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