DeDora Capital’s VanEck Short Muni ETF SMB Stock Holding History

DeDora Capital’s Portfolio SMB Stock Details SMB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-16,270	Closed	-$293K	–	99
2020 Q2	$293K	Hold	16,270	–	–	0.18%	80
2020 Q1	$283K	Hold	16,270	–	–	0.21%	72
2019 Q4	$290K	Hold	16,270	–	–	0.17%	84
2019 Q3	$288K	Hold	16,270	–	–	0.2%	76
2019 Q2	$288K	Hold	16,270	–	–	0.2%	77
2019 Q1	$286K	Hold	16,270	–	–	0.22%	75
2018 Q4	$281K	Hold	16,270	–	–	0.25%	66
2018 Q3	$279K	Hold	16,270	–	–	0.21%	74
2018 Q2	$281K	Hold	16,270	–	–	0.22%	78
2018 Q1	$280K	Buy	16,270 +4,836	+42%	+$83.5K	0.23%	77
2017 Q4	$197K	Buy	+11,434	New	+$199K	0.16%	87

Other funds holding SMB

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

EWMCB

EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey $274M AUM 12.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCM

Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

DeDora Capital's SMB Position: Q3 2020 in Review

DeDora Capital sold out of VanEck Short Muni ETF (SMB) in Q3 2020, closing a stake of 16,270 shares — an estimated $293K sold.

DeDora Capital first reported a position in SMB in Q4 2017 and held it in 11 quarters. The position peaked at $293K in Q2 2020. 87 funds tracked by Wall St. Rank hold SMB as of Q3 2020.

DeDora Capital reported no remaining VanEck Short Muni ETF position as of Q3 2020 after selling out during the quarter.
DeDora Capital sold 16,270 VanEck Short Muni ETF shares in Q3 2020, an estimated $293K.
DeDora Capital first reported a position in VanEck Short Muni ETF in Q4 2017 and held it in 11 quarters.
DeDora Capital's VanEck Short Muni ETF position peaked at $293K in Q2 2020.
87 funds tracked by Wall St. Rank held VanEck Short Muni ETF as of Q3 2020.

Based on DeDora Capital's 13F filing for Q3 2020, filed 20 Oct 2020.