DeDora Capital’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

DeDora Capital’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
2025 Q3	–	Sell	-1,989	Closed	-$212K	–	115
2025 Q2	$212K	Buy	+1,989	New	+$210K	0.06%	114
2024 Q2	–	Sell	-3,203	Closed	-$335K	–	113
2024 Q1	$335K	Sell	3,203 -289	-8%	-$30.3K	0.11%	92
2023 Q4	$368K	Buy	3,492 +239	+7%	+$24.9K	0.13%	90
2023 Q3	$335K	Sell	3,253 -251	-7%	-$26K	0.13%	89
2023 Q2	$365K	Buy	3,504 +19	+0.5%	+$1.98K	0.14%	86
2023 Q1	$365K	Sell	3,485 -482	-12%	-$50.3K	0.16%	83
2022 Q4	$414K	Buy	3,967 +47	+1%	+$4.87K	0.2%	78
2022 Q3	$402K	Buy	+3,920	New	+$409K	0.21%	76

Other funds holding SUB

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

DeDora Capital's SUB Position: Q3 2025 in Review

DeDora Capital sold out of iShares Short-Term National Muni Bond ETF (SUB) in Q3 2025, closing a stake of 1,989 shares — an estimated $212K sold.

DeDora Capital first reported a position in SUB in Q3 2022 and held it in 8 quarters. The position peaked at $414K in Q4 2022. 834 funds tracked by Wall St. Rank hold SUB as of Q3 2025.

DeDora Capital reported no remaining iShares Short-Term National Muni Bond ETF position as of Q3 2025 after selling out during the quarter.
DeDora Capital sold 1,989 iShares Short-Term National Muni Bond ETF shares in Q3 2025, an estimated $212K.
DeDora Capital first reported a position in iShares Short-Term National Muni Bond ETF in Q3 2022 and held it in 8 quarters.
DeDora Capital's iShares Short-Term National Muni Bond ETF position peaked at $414K in Q4 2022.
834 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q3 2025.

Based on DeDora Capital's 13F filing for Q3 2025, filed 29 Oct 2025.