Baron Silver Stevens Financial Advisors’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 | $9.51M | Sell |
91,002
-19,902
| -18% | -$2.08M | 1.52% | 19 |
|
|
2025
Q1 | $11.7M | Sell |
110,904
-1,460
| -1% | -$154K | 2.05% | 15 |
|
|
2024
Q4 | $12M | Buy |
112,364
+2,668
| +2% | +$284K | 2.03% | 16 |
|
|
2024
Q3 | $11.9M | Buy |
109,696
+2,341
| +2% | +$254K | 2.08% | 16 |
|
|
2024
Q2 | $11.4M | Buy |
107,355
+2,238
| +2% | +$238K | 2.17% | 15 |
|
|
2024
Q1 | $11.3M | Buy |
105,117
+919
| +0.9% | +$98.9K | 2.19% | 15 |
|
|
2023
Q4 | $11.3M | Sell |
104,198
-19,918
| -16% | -$2.16M | 2.37% | 15 |
|
|
2023
Q3 | $12.7M | Sell |
124,116
-16,424
| -12% | -$1.68M | 2.88% | 15 |
|
|
2023
Q2 | $15M | Buy |
140,540
+22,238
| +19% | +$2.37M | 3.29% | 12 |
|
|
2023
Q1 | $12.7M | Sell |
118,302
-18,096
| -13% | -$1.95M | 3.32% | 12 |
|
|
2022
Q4 | $14.4M | Buy |
136,398
+22,299
| +20% | +$2.35M | 3.54% | 12 |
|
|
2022
Q3 | $383 | Buy |
114,099
+9,684
| +9% | +$33 | 0.1% | 58 |
|
|
2022
Q2 | $11.1M | Sell |
104,415
-5,858
| -5% | -$623K | 2.87% | 13 |
|
|
2022
Q1 | $12.1M | Buy |
110,273
+66,910
| +154% | +$7.34M | 2.83% | 13 |
|
|
2021
Q4 | $5.04M | Buy |
43,363
+4,894
| +13% | +$569K | 1.19% | 21 |
|
|
2021
Q3 | $4.47M | Buy |
38,469
+2,540
| +7% | +$295K | 1.19% | 20 |
|
|
2021
Q2 | $4.21M | Buy |
+35,929
| New | +$4.21M | 1.14% | 19 |
|
|
2021
Q1 | – | Sell |
-27,384
| Closed | -$3.21M | – | 315 |
|
|
2020
Q4 | $3.21M | Buy |
+27,384
| New | +$3.21M | 1.1% | 16 |
|