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MFS Intermediate Income Trust shares owned by Tolleson Wealth Management

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

Historical chart of Tolleson 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 Tolleson 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 Tolleson Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $347k 130k 2.68
2025-06-30 $351M 130k 2710.00
2025-03-31 $349M 130k 2690.00
2024-12-31 $345k 130k 2.66
2024-09-30 $353k 130k 2.72
2024-03-31 $348k 131k 2.66
2023-12-31 $351k 131k 2.68

More positions owned by Tolleson Wealth Management

Ishares U.s. Equity Factor Etf Etf (LRGF)
Ishares International Equity Factor Etf Etf (INTF)
Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Ishares High Yield Muni Active Etf Etf (HIMU)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Vanguard S&p 500 Etf Etf (VOO)
Ishares Msci Eafe Etf Etf (EFA)
First Trust Smith Unconstrained Bond Etf Etf (UCON)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)

View all positions for Tolleson 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