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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,859
Closed -$610K 110
2023
Q2
$610K Sell
5,859
-1,921
-25% -$200K 0.13% 55
2023
Q1
$814K Sell
7,780
-1,186
-13% -$124K 0.21% 42
2022
Q4
$935K Buy
+8,966
New +$935K 0.23% 39