Yeomans Consulting Group’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Yeomans Consulting Group’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 Q4	$5.24M	Buy	49,074 +25,288	+106%	+$2.69M	1.53%	16
2025 Q3	$2.54M	Buy	23,786 +383	+2%	+$40.9K	0.88%	23
2025 Q2	$2.48M	Buy	23,403 +894	+4%	+$94.4K	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%	-$79.1K	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	+$7.3M	3.68%	8

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

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

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

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

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

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

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

Yeomans Consulting Group's SUB Position: Q4 2025 in Review

Yeomans Consulting Group increased its iShares Short-Term National Muni Bond ETF (SUB) stake by 106% in Q4 2025, buying an estimated $2.69M and bringing the position to 49,074 shares worth $5.24M. The position accounts for 1.53% of the portfolio, ranked #16.

Yeomans Consulting Group first reported a position in SUB in Q4 2023 and has held it in 9 quarters since. The position peaked at $7.4M in Q4 2023. 865 funds tracked by Wall St. Rank hold SUB as of Q4 2025.

Yeomans Consulting Group held 49,074 shares of iShares Short-Term National Muni Bond ETF worth $5.24M as of Q4 2025.
Yeomans Consulting Group bought 25,288 iShares Short-Term National Muni Bond ETF shares in Q4 2025, an estimated $2.69M.
iShares Short-Term National Muni Bond ETF made up 1.53% of Yeomans Consulting Group's portfolio in Q4 2025, its #16 holding.
Yeomans Consulting Group first reported a position in iShares Short-Term National Muni Bond ETF in Q4 2023 and has held it in 9 quarters since.
Yeomans Consulting Group's iShares Short-Term National Muni Bond ETF position peaked at $7.4M in Q4 2023.
865 funds tracked by Wall St. Rank held iShares Short-Term National Muni Bond ETF as of Q4 2025.

Based on Yeomans Consulting Group's 13F filing for Q4 2025, filed 7 Jan 2026.