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

Bell Investment 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 		$494K Sell
4,592
-168
-4% -$18K 0.07% 87
2026
Q1 		$505K Buy
4,760
+2,938
+161% +$316K 0.08% 76
2025
Q4 		$195K Sell
1,822
-87
-5% -$9.31K 0.03% 124
2025
Q3 		$203K Buy
1,909
+91
+5% +$9.52K 0.03% 116
2025
Q2 		$190K Sell
1,818
-840
-32% -$87.3K 0.03% 119
2025
Q1 		$280K Sell
2,658
-923
-26% -$98.2K 0.05% 91
2024
Q4 		$382K Sell
3,581
-426
-11% -$45.8K 0.07% 74
2024
Q3 		$435K Sell
4,007
-107
-3% -$11.5K 0.08% 71
2024
Q2 		$438K Buy
4,114
+272
+7% +$29K 0.09% 72
2024
Q1 		$413K Buy
3,842
+11
+0.3% +$1.19K 0.08% 73
2023
Q4 		$415K Sell
3,831
-77
-2% -$8.05K 0.09% 70
2023
Q3 		$401K Buy
3,908
+428
+12% +$45.1K 0.09% 67
2023
Q2 		$371K Sell
3,480
-656
-16% -$70.1K 0.08% 64
2023
Q1 		$446K Buy
4,136
+365
+10% +$39K 0.1% 58
2022
Q4 		$398K Buy
3,771
+344
+10% +$35.9K 0.1% 58
2022
Q3 		$352K Buy
3,427
+1,648
+93% +$175K 0.11% 52
2022
Q2 		$189K Buy
+1,779
New +$190K 0.06% 66
2021
Q4 		$362K Sell
3,117
-332
-10% -$38.5K 0.1% 57
2021
Q3 		$401K Buy
+3,449
New +$404K 0.12% 55

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bell Investment Advisors's MUB Position: Q2 2026 in Review

Bell Investment Advisors reduced its iShares National Muni Bond ETF (MUB) stake by 3.5% in Q2 2026, selling an estimated $18K and leaving 4,592 shares worth $494K. The position accounts for 0.07% of the portfolio, ranked #87.

Bell Investment Advisors first reported a position in MUB in Q3 2021 and has held it in 19 quarters since. The position peaked at $505K in Q1 2026. 1,638 funds tracked by Wall St. Rank hold MUB as of Q2 2026.

  • Bell Investment Advisors held 4,592 shares of iShares National Muni Bond ETF worth $494K as of Q2 2026.
  • Bell Investment Advisors sold 168 iShares National Muni Bond ETF shares in Q2 2026, an estimated $18K.
  • iShares National Muni Bond ETF made up 0.07% of Bell Investment Advisors's portfolio in Q2 2026, its #87 holding.
  • Bell Investment Advisors first reported a position in iShares National Muni Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's iShares National Muni Bond ETF position peaked at $505K in Q1 2026.
  • 1,638 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.