New Century Financial Group’s iShares National Muni Bond ETF MUB Stock Holding History

New Century Financial Group’s Portfolio MUB Stock Details MUB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-15,360	Closed	-$1.64M	–	255
2024 Q4	$1.64M	Buy	15,360 +155	+1%	+$16.7K	0.7%	30
2024 Q3	$1.65M	Buy	+15,205	New	+$1.64M	0.61%	35

Other funds holding MUB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

New Century Financial Group's MUB Position: Q1 2025 in Review

New Century Financial Group sold out of iShares National Muni Bond ETF (MUB) in Q1 2025, closing a stake of 15,360 shares — an estimated $1.64M sold.

New Century Financial Group first reported a position in MUB in Q3 2024 and held it in 2 quarters. The position peaked at $1.65M in Q3 2024. 1,498 funds tracked by Wall St. Rank hold MUB as of Q1 2025.

New Century Financial Group reported no remaining iShares National Muni Bond ETF position as of Q1 2025 after selling out during the quarter.
New Century Financial Group sold 15,360 iShares National Muni Bond ETF shares in Q1 2025, an estimated $1.64M.
New Century Financial Group first reported a position in iShares National Muni Bond ETF in Q3 2024 and held it in 2 quarters.
New Century Financial Group's iShares National Muni Bond ETF position peaked at $1.65M in Q3 2024.
1,498 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q1 2025.

Based on New Century Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.