ISHARES TR

Ticker: MUB CUSIP: 464288414 Class: NATIONAL MUN ETF

SageView Advisory Group, LLC's Holding History (CIK: 0001914558)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 301,950 Value ($000) $32,342 Avg Close — Range —
Q3 2025
Shares 313,398 Value ($000) $33,374 Avg Close — Range —
Q2 2025
Shares 287,523 Value ($000) $29,796 Avg Close — Range —
Q1 2025
Shares 265,906 Value ($000) $28,037 Avg Close — Range —
Q4 2024
Shares 277,962 Value ($000) $29,617 Avg Close — Range —
Q3 2024
Shares 181,155 Value ($000) $19,679 Avg Close — Range —
Q2 2024
Shares 178,402 Value ($000) $19,009 Avg Close — Range —
Q1 2024
Shares 109,201 Value ($000) $9,127 Avg Close — Range —
Q4 2023
Shares 200,172 Value ($000) $21,651 Avg Close — Range —
Q3 2023
Shares 146,372 Value ($000) $15,009 Avg Close — Range —
Q2 2023
Shares 146,745 Value ($000) $15,662 Avg Close — Range —
Q1 2023
Shares 146,294 Value ($000) $15,762 Avg Close — Range —
Q4 2022
Shares 75,184 Value ($000) $7,933 Avg Close — Range —