Dopkins Wealth Management’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Dopkins Wealth Management’s Portfolio SUB Stock Details SUB Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$212K	Sell
2024 Q4	$262K	Hold
2024 Q3	$264K	Hold
2024 Q2	$260K	Hold
2024 Q1	$260K	Buy