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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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. 1,641 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.
  • 1,641 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.