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MFS Municipal Income Trust shares owned by Balanced Wealth Group

Quarter-by-quarter ownership of MFS Municipal Income Trust (MFM) shares owned by Balanced Wealth Group from 13F filings

Historical chart of Balanced Wealth Group investment in MFS Municipal Income Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Municipal Income Trust held by Balanced Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Municipal Income Trust by Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $215k 38k 5.72
2024-06-30 $241k 45k 5.33
2024-03-31 $356k 67k 5.29
2023-12-31 $661k 128k 5.17

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Top funds holding MFS Municipal Income Trust

Bank of America Corporation
Pathstone Holdings
Saba Capital Management
Hennion & Walsh Asset Management
Advisors Asset Management
Envestnet Asset Management
Thomas J. Herzfeld Advisors
Janney Montgomery Scott
Guggenheim Capital, LLC Managers
Logan Stone Capital
Private Advisor
MacKay Shields
Van Eck Associates Corp.
Morgan Stanley
Robinson Capital Management

View all funds holding MFS Municipal Income Trust