IAIM
RONB

International Assets Investment Management’s Baron First Principles ETF RONB Stock Holding History

International Assets Investment Management’s Portfolio RONB Stock Details RONB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$266K Buy
11,000
+1,000
+10% +$23.6K 0.02% 740
2026
Q1 		$229K Buy
+10,000
New +$241K 0.02% 745

Other funds holding RONB

LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

International Assets Investment Management's RONB Position: Q2 2026 in Review

International Assets Investment Management increased its Baron First Principles ETF (RONB) stake by 10% in Q2 2026, buying an estimated $23.6K and bringing the position to 11,000 shares worth $266K. The position accounts for 0.02% of the portfolio, ranked #740.

International Assets Investment Management first reported a position in RONB in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold RONB as of Q2 2026.

  • International Assets Investment Management held 11,000 shares of Baron First Principles ETF worth $266K as of Q2 2026.
  • International Assets Investment Management bought 1,000 Baron First Principles ETF shares in Q2 2026, an estimated $23.6K.
  • Baron First Principles ETF made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #740 holding.
  • International Assets Investment Management first reported a position in Baron First Principles ETF in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Baron First Principles ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.