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 Q2	$6.82K	Hold	64	–	–	﹤0.01%	853
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 $1.55T AUM 33.47% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Bell Investment Advisors held its iShares Short-Term National Muni Bond ETF (SUB) position steady in Q2 2026 at 64 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #853.

Bell Investment Advisors first reported a position in SUB in Q3 2021 and has held it in 11 quarters since. The position peaked at $2.1M in Q4 2021. 914 funds tracked by Wall St. Rank hold SUB as of Q2 2026.

Bell Investment Advisors held 64 shares of iShares Short-Term National Muni Bond ETF worth $6.82K as of Q2 2026.
Bell Investment Advisors left its iShares Short-Term National Muni Bond ETF share count unchanged in Q2 2026.
iShares Short-Term National Muni Bond ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #853 holding.
Bell Investment Advisors first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2021 and has held it in 11 quarters since.
Bell Investment Advisors's iShares Short-Term National Muni Bond ETF position peaked at $2.1M in Q4 2021.
914 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q2 2026.

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