Bell Investment Advisors’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Bell Investment Advisors’s Portfolio SUB Stock Details SUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.82K	Buy	+64	New	+$6.85K	﹤0.01%	832
2024 Q1	–	Sell	-482	Closed	-$50.8K	–	1942
2023 Q4	$50.8K	Buy	482 +3	+0.6%	+$312	0.01%	195
2023 Q3	$49.3K	Sell	479 -10,353	-96%	-$1.07M	0.01%	176
2023 Q2	$1.13M	Sell	10,832 -1,854	-15%	-$193K	0.25%	41
2023 Q1	$1.33M	Sell	12,686 -172	-1%	-$18K	0.31%	35
2022 Q4	$1.34M	Sell	12,858 -646	-5%	-$66.9K	0.33%	35
2022 Q3	$1.39M	Buy	13,504 +266	+2%	+$27.8K	0.43%	32
2022 Q2	$1.39M	Buy	+13,238	New	+$1.38M	0.43%	34
2021 Q4	$2.1M	Buy	19,571 +4,326	+28%	+$465K	0.58%	27
2021 Q3	$1.64M	Buy	+15,245	New	+$1.64M	0.49%	31

Other funds holding SUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Bell Investment Advisors's SUB Position: Q1 2026 in Review

Bell Investment Advisors opened a new position in iShares Short-Term National Muni Bond ETF (SUB) in Q1 2026: 64 shares worth $6.82K. The stake represents ﹤0.01% of the portfolio and ranks #832 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in SUB as recently as Q4 2023.

Bell Investment Advisors first reported a position in SUB in Q3 2021 and has held it in 10 quarters since. The position peaked at $2.1M in Q4 2021. 883 funds tracked by Wall St. Rank hold SUB as of Q1 2026.

Bell Investment Advisors held 64 shares of iShares Short-Term National Muni Bond ETF worth $6.82K as of Q1 2026.
iShares Short-Term National Muni Bond ETF was a new Bell Investment Advisors position in Q1 2026.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #832 holding.
Bell Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and has held it in 10 quarters since.
Bell Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.1M in Q4 2021.
883 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.