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New Century Financial Group’s iShares MBS ETF MBB Stock Holding History

New Century Financial Group’s Portfolio MBB Stock Details MBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,368
Closed -$416K – 37
2025
Q3 		$416K Sell
4,368
-3,180
-42% -$299K 0.74% 44
2025
Q2 		$709K Buy
7,548
+413
+6% +$38.3K 0.83% 44
2025
Q1 		$669K Sell
7,135
-11,903
-63% -$1.1M 0.77% 38
2024
Q4 		$1.74M Sell
19,038
-503
-3% -$46.8K 0.74% 26
2024
Q3 		$1.87M Sell
19,541
-2,500
-11% -$236K 0.69% 30
2024
Q2 		$2.02M Sell
22,041
-69
-0.3% -$6.28K 0.86% 19
2024
Q1 		$2.04M Sell
22,110
-4,956
-18% -$458K 1.42% 9
2023
Q4 		$2.55M Buy
+27,066
New +$2.43M 2.2% 6

Other funds holding MBB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
RH
RenaissanceRe Holdings Pembroke, Bermuda $406M AUM 2.74% 1-Year Est. Return

New Century Financial Group's MBB Position: Q4 2025 in Review

New Century Financial Group sold out of iShares MBS ETF (MBB) in Q4 2025, closing a stake of 4,368 shares — an estimated $416K sold.

New Century Financial Group first reported a position in MBB in Q4 2023 and held it in 8 quarters. The position peaked at $2.55M in Q4 2023. 1,019 funds tracked by Wall St. Rank hold MBB as of Q4 2025.

  • New Century Financial Group reported no remaining iShares MBS ETF position as of Q4 2025 after selling out during the quarter.
  • New Century Financial Group sold 4,368 iShares MBS ETF shares in Q4 2025, an estimated $416K.
  • New Century Financial Group first reported a position in iShares MBS ETF in Q4 2023 and held it in 8 quarters.
  • New Century Financial Group's iShares MBS ETF position peaked at $2.55M in Q4 2023.
  • 1,019 funds tracked by Wall St. Rank held iShares MBS ETF as of Q4 2025.

Based on New Century Financial Group's 13F filing for Q4 2025.