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MFS Intermediate Income Trust shares owned by SHP Wealth Management

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

Historical chart of SHP 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 SHP Wealth Management consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $7.8k 3.0k 2.61

More positions owned by SHP Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Fidelity Covington Trust Enhanced Large (FELC)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Franklin Templeton Etf Tr Senior Loan Etf (FLBL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Small &mid Cap (JMEE)
NVIDIA Corporation (NVDA)

View all positions for SHP 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
LPL Financial
Equitable Holdings
Wells Fargo & Company
Raymond James Financial
Private Advisor
Advisors Asset Management
Ameritas Advisory Services
Kingsview Wealth Management

View all funds holding MFS Intermediate Income Trust