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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
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

Other funds holding MUB

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Bell Bank's MUB Position: Q2 2026 in Review

Bell Bank opened a new position in iShares National Muni Bond ETF (MUB) in Q2 2026: 3,314 shares worth $357K. The stake represents 0.01% of the portfolio and ranks #152 among its holdings. This is a return to the name: Bell Bank previously reported a position in MUB as recently as Q2 2022.

Bell Bank first reported a position in MUB in Q2 2022 and has held it in 2 quarters since. The position peaked at $753K in Q2 2022. 362 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Bell Bank held 3,314 shares of iShares National Muni Bond ETF worth $357K as of Q2 2026.
  • iShares National Muni Bond ETF was a new Bell Bank position in Q2 2026.
  • iShares National Muni Bond ETF made up 0.01% of Bell Bank's portfolio in Q2 2026, its #152 holding.
  • Bell Bank first reported a position in iShares National Muni Bond ETF in Q2 2022 and has held it in 2 quarters since.
  • Bell Bank's iShares National Muni Bond ETF position peaked at $753K in Q2 2022.
  • 362 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.