Bell Investment Advisors, Inc
Position in MUNY — Vanguard New York Tax-Exempt Bond ETF
CIK 1890149
ORINDA, CA
Position in MUNY
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$486,125
-$1,120 QoQ
Shares Held
4,745
+0.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MUNY Over Time
Shares Held
Position Value (USD)
All Filings in MUNY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $486,125 | 4,745 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $487,245 | 4,720 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $475,788 | 4,622 | Shares | Sole | 2025-11-21 | |
| No filing history on record for this holder in this stock. | ||||||