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 Q2	$9.83M	Buy	91,385 +2,199	+2%	+$235K	1.24%	22
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	$383K	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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's MUB Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its iShares National Muni Bond ETF (MUB) stake by 2.5% in Q2 2026, buying an estimated $235K and bringing the position to 91,385 shares worth $9.83M. The position accounts for 1.24% of the portfolio, ranked #22.

Baron Silver Stevens Financial Advisors first reported a position in MUB in Q4 2020 and has held it in 22 quarters since. The position peaked at $15M in Q2 2023. 1,641 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

Baron Silver Stevens Financial Advisors held 91,385 shares of iShares National Muni Bond ETF worth $9.83M as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 2,199 iShares National Muni Bond ETF shares in Q2 2026, an estimated $235K.
iShares National Muni Bond ETF made up 1.24% of Baron Silver Stevens Financial Advisors's portfolio in Q2 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 22 quarters since.
Baron Silver Stevens Financial Advisors's iShares National Muni Bond ETF position peaked at $15M in Q2 2023.
1,641 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.