YCG
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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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return