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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
2023-12-31 $351k 131k 2.68

More positions owned by Tolleson Wealth Management

Spdr Msci Usa Strategicfactors Etf Etf (QUS)
Ishares U.s. Equity Factor Etf Etf (LRGF)
Ishares International Equity Factor Etf Etf (INTF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
First Trust Tcw Unconstrained Plus Bond Etf Etf (UCON)
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)
Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY)
Ishares Msci Eafe Etf Etf (EFA)
Ishares Russell Midcap Etf Etf (IWR)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell Mid-cap Growth Etf Etf (IWP)
Ishares Russell 1000 Value Etf Etf (IWD)
Vanguard Russell 3000 Etf Etf (VTHR)

View all positions for Tolleson Wealth Management

Top funds holding MFS Intermediate Income Trust

Allspring Global Investments Holdings
Significant Wealth Partners
Evoke Wealth
Bank of America Corporation
Relative Value Partners
Hara Capital
Kingsview Wealth Management
Fortitude Advisory Group
Landscape Capital Management
Advisor Group Holdings
UBS Group
Tolleson Wealth Management
Captrust Financial Advisors
Private Advisor
Wells Fargo & Company

View all funds holding MFS Intermediate Income Trust