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MFS Intermediate Income Trust shares owned by Marshall & Sterling Wealth Advisors

Quarter-by-quarter ownership of MFS Intermediate Income Trust (MIN) shares owned by Marshall & Sterling Wealth Advisors from 13F filings

Historical chart of Marshall & Sterling Wealth Advisors investment in MFS Intermediate Income Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Intermediate Income Trust held by Marshall & Sterling Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MFS Intermediate Income Trust by Marshall & Sterling Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.4k 1.8k 2.51

More positions owned by Marshall & Sterling Wealth Advisors

Vanguard Intermediate MF Closed and MF Open (VCIT)
Wisdomtree Us MF Closed and MF Open (DGRW)
Neos S&p MF Closed and MF Open (SPYI)
Vaneck Morningstar MF Closed and MF Open (MOAT)
Fidelity High MF Closed and MF Open (FDVV)
Vanguard Information MF Closed and MF Open (VGT)
Ishares Msci MF Closed and MF Open (GARP)
Invesco S&p MF Closed and MF Open (RWK)
Vanguard Mid MF Closed and MF Open (VO)
Tortoise North MF Closed and MF Open (TPYP)
Swan Hedged MF Closed and MF Open (HEGD)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (IDMO)
Jpmorgan Hedged MF Closed and MF Open (HELO)
Invesco S&p MF Closed and MF Open (RSPU)

View all positions for Marshall & Sterling Wealth Advisors

Top funds holding MFS Intermediate Income Trust

Sit Investment Associates
1607 Capital Partners
Karpus Investment Management
Ameriprise Financial
Allspring Global Investments Holdings
Advisor Group Holdings
Morgan Stanley
Invesco
LPL Financial
Bank of America Corporation
Equitable Holdings
Raymond James Financial
Shaker Financial Services
Private Advisor
Advisors Asset Management

View all funds holding MFS Intermediate Income Trust