Mission Wealth Management »

MFS Intermediate Income Trust shares owned by Mission Wealth Management

Quarter-by-quarter ownership of MFS Intermediate Income Trust (MIN) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in MFS Intermediate Income Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Intermediate Income Trust held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MFS Intermediate Income Trust by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $83k 31k 2.68
2025-06-30 $82k 30k 2.71
2025-03-31 $80k 30k 2.69
2024-12-31 $78k 29k 2.66
2024-09-30 $79k 29k 2.72

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple Put Option (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Amazon (AMZN)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Tesla Motors (TSLA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Esg Optimized (SUSA)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Mission Wealth Management

Top funds holding MFS Intermediate Income Trust

Sit Investment Associates
1607 Capital Partners
Karpus Investment Management
Allspring Global Investments Holdings
Ameriprise Financial
Advisor Group Holdings
Invesco
Morgan Stanley
LPL Financial
Equitable Holdings
Wells Fargo & Company
Ameritas Advisory Services
Private Advisor
Advisors Asset Management
Kingsview Wealth Management

View all funds holding MFS Intermediate Income Trust