YCG
Yeomans Consulting Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.48M | Buy |
23,403
+894
| +4% | +$94.9K | 1.03% | 24 |
|
|
2025
Q1 | $2.38M | Buy |
22,509
+1,106
| +5% | +$117K | 0.92% | 23 |
|
|
2024
Q4 | $2.26M | Buy |
21,403
+29
| +0.1% | +$3.06K | 0.85% | 25 |
|
|
2024
Q3 | $2.27M | Sell |
21,374
-750
| -3% | -$79.6K | 0.85% | 25 |
|
|
2024
Q2 | $2.31M | Sell |
22,124
-29,094
| -57% | -$3.04M | 0.89% | 23 |
|
|
2024
Q1 | $5.36M | Sell |
51,218
-18,954
| -27% | -$1.99M | 2.35% | 11 |
|
|
2023
Q4 | $7.4M | Buy |
+70,172
| New | +$7.4M | 3.68% | 8 |
|