Baron Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $465K | Sell |
4,455
-40
| -0.9% | -$4.18K | 0.27% | 37 |
|
|
2025
Q1 | $474K | Sell |
4,495
-5
| -0.1% | -$527 | 0.3% | 37 |
|
|
2024
Q4 | $479K | Sell |
4,500
-10
| -0.2% | -$1.07K | 0.3% | 38 |
|
|
2024
Q3 | $490K | Sell |
4,510
-250
| -5% | -$27.2K | 0.3% | 38 |
|
|
2024
Q2 | $507K | Sell |
4,760
-5
| -0.1% | -$533 | 0.32% | 37 |
|
|
2024
Q1 | $513K | Sell |
4,765
-545
| -10% | -$58.6K | 0.32% | 38 |
|
|
2023
Q4 | $576K | Sell |
5,310
-6,799
| -56% | -$737K | 0.37% | 37 |
|
|
2023
Q3 | $1.24M | Sell |
12,109
-1,910
| -14% | -$196K | 0.81% | 33 |
|
|
2023
Q2 | $1.5M | Sell |
14,019
-2,285
| -14% | -$244K | 0.92% | 30 |
|
|
2023
Q1 | $1.76M | Sell |
16,304
-6,930
| -30% | -$747K | 1.11% | 27 |
|
|
2022
Q4 | $2.45M | Sell |
23,234
-13,006
| -36% | -$1.37M | 1.63% | 23 |
|
|
2022
Q3 | $3.72M | Sell |
36,240
-3,835
| -10% | -$393K | 2.5% | 12 |
|
|
2022
Q2 | $4.26M | Buy |
40,075
+350
| +0.9% | +$37.2K | 2.82% | 11 |
|
|
2022
Q1 | $4.36M | Buy |
39,725
+6,050
| +18% | +$663K | 2.53% | 14 |
|
|
2021
Q4 | $3.92M | Buy |
33,675
+6,785
| +25% | +$789K | 2.22% | 17 |
|
|
2021
Q3 | $3.12M | Buy |
26,890
+5,595
| +26% | +$650K | 1.9% | 18 |
|
|
2021
Q2 | $2.5M | Buy |
21,295
+4,495
| +27% | +$527K | 1.55% | 21 |
|
|
2021
Q1 | $1.95M | Buy |
16,800
+10,635
| +173% | +$1.23M | 1.34% | 24 |
|
|
2020
Q4 | $723K | Buy |
6,165
+4,645
| +306% | +$544K | 0.58% | 31 |
|
|
2020
Q3 | $176K | Buy |
+1,520
| New | +$176K | 0.17% | 45 |
|