DC
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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

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