Baron Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$475K Buy
2025
Q2
$465K Sell
2025
Q1
$474K Sell
2024
Q4
$479K Sell
2024
Q3
$490K Sell
2024
Q2
$507K Sell
2024
Q1
$513K Sell
2023
Q4
$576K Sell
2023
Q3
$1.24M Sell
2023
Q2
$1.5M Sell
2023
Q1
$1.76M Sell
2022
Q4
$2.45M Sell
2022
Q3
$3.72M Sell
2022
Q2
$4.26M Buy
2022
Q1
$4.36M Buy
2021
Q4
$3.92M Buy
2021
Q3
$3.12M Buy
2021
Q2
$2.5M Buy
2021
Q1
$1.95M Buy
2020
Q4
$723K Buy
2020
Q3
$176K Buy