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Baron Silver Stevens Financial Advisors’s iShares National Muni Bond ETF MUB Stock Holding History

Baron Silver Stevens Financial Advisors’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
Q1 		$9.47M Buy
89,186
+3,278
+4% +$352K 1.37% 22
2025
Q4 		$9.2M Buy
85,908
+26
+0% +$2.78K 1.33% 22
2025
Q3 		$9.15M Sell
85,882
-5,120
-6% -$536K 1.34% 23
2025
Q2 		$9.51M Sell
91,002
-19,902
-18% -$2.07M 1.52% 19
2025
Q1 		$11.7M Sell
110,904
-1,460
-1% -$155K 2.05% 15
2024
Q4 		$12M Buy
112,364
+2,668
+2% +$287K 2.03% 16
2024
Q3 		$11.9M Buy
109,696
+2,341
+2% +$252K 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% +$99.2K 2.19% 15
2023
Q4 		$11.3M Sell
104,198
-19,918
-16% -$2.08M 2.37% 15
2023
Q3 		$12.7M Sell
124,116
-16,424
-12% -$1.73M 2.88% 15
2023
Q2 		$15M Buy
140,540
+22,238
+19% +$2.38M 3.29% 12
2023
Q1 		$12.7M Sell
118,302
-18,096
-13% -$1.93M 3.32% 12
2022
Q4 		$14.4M Buy
136,398
+22,299
+20% +$2.32M 3.54% 12
2022
Q3 		$383 Buy
114,099
+9,684
+9% +$1.03M 0.1% 58
2022
Q2 		$11.1M Sell
104,415
-5,858
-5% -$625K 2.87% 13
2022
Q1 		$12.1M Buy
110,273
+66,910
+154% +$7.55M 2.83% 13
2021
Q4 		$5.04M Buy
43,363
+4,894
+13% +$568K 1.19% 21
2021
Q3 		$4.47M Buy
38,469
+2,540
+7% +$298K 1.19% 20
2021
Q2 		$4.21M Buy
+35,929
New +$4.2M 1.14% 19
2021
Q1 		– Sell
-27,384
Closed -$3.21M – 315
2020
Q4 		$3.21M Buy
+27,384
New +$3.18M 1.1% 16

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's MUB Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 3.8% in Q1 2026, buying an estimated $352K and bringing the position to 89,186 shares worth $9.47M. The position accounts for 1.37% of the portfolio, ranked #22.

Baron Silver Stevens Financial Advisors first reported a position in MUB in Q4 2020 and has held it in 21 quarters since. The position peaked at $15M in Q2 2023. 1,624 funds tracked by Wall St. Rank hold MUB as of Q1 2026.

  • Baron Silver Stevens Financial Advisors held 89,186 shares of iShares National Muni Bond ETF worth $9.47M as of Q1 2026.
  • Baron Silver Stevens Financial Advisors bought 3,278 iShares National Muni Bond ETF shares in Q1 2026, an estimated $352K.
  • iShares National Muni Bond ETF made up 1.37% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #22 holding.
  • Baron Silver Stevens Financial Advisors first reported a position in iShares National Muni Bond ETF in Q4 2020 and has held it in 21 quarters since.
  • Baron Silver Stevens Financial Advisors's iShares National Muni Bond ETF position peaked at $15M in Q2 2023.
  • 1,624 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.