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
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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 |
|---|---|---|---|
| 2025-12-31 | $1.0M | 190k | 5.37 |
| 2025-06-30 | $932k | 182k | 5.13 |
| 2024-12-31 | $69k | 13k | 5.43 |
| 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 |