CMU β€” MFS HIGH YIELD MUN TR SH BEN INT

Ownership history in Noble Wealth Management PBC  Β·  3 quarters on record

AI Ownership Summary

Noble Wealth Management PBC reported MFS HIGH YIELD MUN TR SH BEN INT (CMU) in 3 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.05% in 2024 Q4. The latest visible filing shows CMU at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CMU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Noble Wealth Management PBC's position in MFS HIGH YIELD MUN TR SH BEN INT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CMU was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Noble Wealth Management PBC held CMU β€” position size vs. price
% of Fund (quarterly)    CMU price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 15,100 -5,000 -24.9% 0.03% $52K 2026-01-05 $3.46
2025 Q1 UNCHANGED 20,100 β€” 0% 0.05% $70 2025-04-15 $3.11
2024 Q4 INITIATED 20,100 β€” β€” 0.05% $71K 2025-02-05 $3.32

🏒 Other funds also holding CMU

As of 2026 Q1 β€” sorted by position size

HIGHLINE WEALTH PARTNERS LLC 0.0%

FAQ About Noble Wealth Management PBC and CMU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Noble Wealth Management PBC reported owning CMU?

Noble Wealth Management PBC reported CMU across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CMU position in Noble Wealth Management PBC's portfolio?

The largest reported portfolio weight for CMU was 0.05% in 2024 Q4.

What is the latest reported CMU position on this page?

The most recent filing on this page is 2025 Q4, when Noble Wealth Management PBC reported 15,100 shares, equal to 0.03% of portfolio, with an estimated market value of $52K.

What does the chart on this CMU ownership page compare?

The chart compares Noble Wealth Management PBC's quarterly CMU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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