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

Baron Financial Group’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$260K	Hold	2,420	–	–	0.12%	51
2026 Q1	$257K	Hold	2,420	–	–	0.14%	50
2025 Q4	$259K	Sell	2,420 -2,045	-46%	-$219K	0.14%	50
2025 Q3	$475K	Buy	4,465 +10	+0.2%	+$1.05K	0.26%	39
2025 Q2	$465K	Sell	4,455 -40	-0.9%	-$4.16K	0.27%	37
2025 Q1	$474K	Sell	4,495 -5	-0.1%	-$532	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%	-$26.9K	0.3%	38
2024 Q2	$507K	Sell	4,760 -5	-0.1%	-$533	0.32%	37
2024 Q1	$513K	Sell	4,765 -545	-10%	-$58.8K	0.32%	38
2023 Q4	$576K	Sell	5,310 -6,799	-56%	-$711K	0.37%	37
2023 Q3	$1.24M	Sell	12,109 -1,910	-14%	-$201K	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%	-$741K	1.11%	27
2022 Q4	$2.45M	Sell	23,234 -13,006	-36%	-$1.36M	1.63%	23
2022 Q3	$3.72M	Sell	36,240 -3,835	-10%	-$408K	2.5%	12
2022 Q2	$4.26M	Buy	40,075 +350	+0.9%	+$37.4K	2.82%	11
2022 Q1	$4.36M	Buy	39,725 +6,050	+18%	+$683K	2.53%	14
2021 Q4	$3.92M	Buy	33,675 +6,785	+25%	+$788K	2.22%	17
2021 Q3	$3.12M	Buy	26,890 +5,595	+26%	+$656K	1.9%	18
2021 Q2	$2.5M	Buy	21,295 +4,495	+27%	+$525K	1.55%	21
2021 Q1	$1.95M	Buy	16,800 +10,635	+173%	+$1.24M	1.34%	24
2020 Q4	$723K	Buy	6,165 +4,645	+306%	+$540K	0.58%	31
2020 Q3	$176K	Buy	+1,520	New	+$177K	0.17%	45

Other funds holding MUB

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Baron Financial Group's MUB Position: Q2 2026 in Review

Baron Financial Group held its iShares National Muni Bond ETF (MUB) position steady in Q2 2026 at 2,420 shares worth $260K. The position accounts for 0.12% of the portfolio, ranked #51.

Baron Financial Group first reported a position in MUB in Q3 2020 and has held it in 24 quarters since. The position peaked at $4.36M in Q1 2022. 420 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Baron Financial Group held 2,420 shares of iShares National Muni Bond ETF worth $260K as of Q2 2026.
Baron Financial Group left its iShares National Muni Bond ETF share count unchanged in Q2 2026.
iShares National Muni Bond ETF made up 0.12% of Baron Financial Group's portfolio in Q2 2026, its #51 holding.
Baron Financial Group first reported a position in iShares National Muni Bond ETF in Q3 2020 and has held it in 24 quarters since.
Baron Financial Group's iShares National Muni Bond ETF position peaked at $4.36M in Q1 2022.
420 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Baron Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.