Bell Bank
MUB icon

Bell Bank’s iShares National Muni Bond ETF MUB Stock Holding History

Bell Bank’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
Q3 		$335K Hold
3,314
– – 0.01% 158
2026
Q2 		$357K Buy
+3,314
New +$354K 0.01% 152
2022
Q3 		– Sell
-7,081
Closed -$753K – 196
2022
Q2 		$753K Buy
+7,081
New +$756K 0.09% 111

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Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Bell Bank's MUB Position: Q3 2026 in Review

Bell Bank held its iShares National Muni Bond ETF (MUB) position steady in Q3 2026 at 3,314 shares worth $335K. The position accounts for 0.01% of the portfolio, ranked #158.

Bell Bank first reported a position in MUB in Q2 2022 and has held it in 3 quarters since. The position peaked at $753K in Q2 2022. 657 funds tracked by Wall St. Rank hold MUB as of Q3 2026.

  • Bell Bank held 3,314 shares of iShares National Muni Bond ETF worth $335K as of Q3 2026.
  • Bell Bank left its iShares National Muni Bond ETF share count unchanged in Q3 2026.
  • iShares National Muni Bond ETF made up 0.01% of Bell Bank's portfolio in Q3 2026, its #158 holding.
  • Bell Bank first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 3 quarters since.
  • Bell Bank's iShares National Muni Bond ETF position peaked at $753K in Q2 2022.
  • 657 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q3 2026.

Based on Bell Bank's 13F filing for Q3 2026, filed 21 Oct 2026.