BFG
SUB icon

Baron Financial Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Baron Financial Group’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.34M Sell
40,800
-130
-0.3% -$13.8K 2.07% 17
2026
Q1 		$4.36M Sell
40,930
-15
-0% -$1.61K 2.35% 16
2025
Q4 		$4.37M Buy
40,945
+1,850
+5% +$197K 2.34% 16
2025
Q3 		$4.17M Sell
39,095
-115
-0.3% -$12.3K 2.29% 16
2025
Q2 		$4.17M Sell
39,210
-665
-2% -$70.2K 2.45% 16
2025
Q1 		$4.21M Sell
39,875
-15
-0% -$1.59K 2.65% 13
2024
Q4 		$4.21M Buy
39,890
+450
+1% +$47.5K 2.61% 11
2024
Q3 		$4.19M Sell
39,440
-860
-2% -$90.7K 2.56% 15
2024
Q2 		$4.21M Sell
40,300
-2,330
-5% -$243K 2.68% 12
2024
Q1 		$4.46M Sell
42,630
-560
-1% -$58.8K 2.76% 12
2023
Q4 		$4.55M Sell
43,190
-9,905
-19% -$1.03M 2.9% 11
2023
Q3 		$5.46M Sell
53,095
-3,575
-6% -$371K 3.55% 7
2023
Q2 		$5.9M Sell
56,670
-3,835
-6% -$399K 3.64% 6
2023
Q1 		$6.33M Sell
60,505
-1,965
-3% -$205K 4.01% 6
2022
Q4 		$6.51M Sell
62,470
-3,550
-5% -$367K 4.32% 5
2022
Q3 		$6.78M Sell
66,020
-4,375
-6% -$457K 4.57% 5
2022
Q2 		$7.37M Sell
70,395
-4,190
-6% -$436K 4.87% 5
2022
Q1 		$7.8M Buy
74,585
+2,845
+4% +$301K 4.53% 6
2021
Q4 		$7.7M Buy
71,740
+10,460
+17% +$1.12M 4.36% 6
2021
Q3 		$6.59M Buy
61,280
+9,595
+19% +$1.03M 4% 7
2021
Q2 		$5.57M Buy
51,685
+12,250
+31% +$1.32M 3.47% 8
2021
Q1 		$4.25M Buy
39,435
+28,440
+259% +$3.07M 2.93% 12
2020
Q4 		$1.19M Buy
10,995
+8,890
+422% +$959K 0.95% 27
2020
Q3 		$228K Buy
+2,105
New +$228K 0.21% 39

Other funds holding SUB

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BMC
Bear Mountain Capital Seattle, Washington $345M AUM 13.71% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

Baron Financial Group reduced its iShares Short-Term National Muni Bond ETF (SUB) stake by 0.32% in Q2 2026, selling an estimated $13.8K and leaving 40,800 shares worth $4.34M. The position accounts for 2.07% of the portfolio, ranked #17.

Baron Financial Group first reported a position in SUB in Q3 2020 and has held it in 24 quarters since. The position peaked at $7.8M in Q1 2022. 217 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

  • Baron Financial Group held 40,800 shares of iShares Short-Term National Muni Bond ETF worth $4.34M as of Q2 2026.
  • Baron Financial Group sold 130 iShares Short-Term National Muni Bond ETF shares in Q2 2026, an estimated $13.8K.
  • iShares Short-Term National Muni Bond ETF made up 2.07% of Baron Financial Group's portfolio in Q2 2026, its #17 holding.
  • Baron Financial Group first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2020 and has held it in 24 quarters since.
  • Baron Financial Group's iShares Short-Term National Muni Bond ETF position peaked at $7.8M in Q1 2022.
  • 217 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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