Balanced Wealth Group’s Aberdeen Municipal Income Fund MFM Stock Holding History

Balanced Wealth Group’s Portfolio MFM Stock Details MFM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.11M	Buy	197,774 +2,719	+1%	+$14.8K	0.35%	35
2026 Q1	$1.05M	Buy	195,055 +4,883	+3%	+$26.6K	0.38%	29
2025 Q4	$1.02M	Buy	+190,172	New	+$1.02M	0.37%	30
2025 Q3	–	Sell	-181,741	Closed	-$932K	–	70
2025 Q2	$932K	Buy	+181,741	New	+$934K	0.4%	27
2025 Q1	–	Sell	-12,620	Closed	-$68.5K	–	70
2024 Q4	$68.5K	Sell	12,620 -24,944	-66%	-$139K	0.03%	67
2024 Q3	$215K	Sell	37,564 -7,703	-17%	-$42.7K	0.1%	66
2024 Q2	$241K	Sell	45,267 -22,044	-33%	-$115K	0.11%	61
2024 Q1	$356K	Sell	67,311 -60,560	-47%	-$318K	0.16%	55
2023 Q4	$661K	Buy	+127,871	New	+$617K	0.34%	39

Other funds holding MFM

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Balanced Wealth Group's MFM Position: Q2 2026 in Review

Balanced Wealth Group increased its Aberdeen Municipal Income Fund (MFM) stake by 1.4% in Q2 2026, buying an estimated $14.8K and bringing the position to 197,774 shares worth $1.11M. The position accounts for 0.35% of the portfolio, ranked #35.

Balanced Wealth Group first reported a position in MFM in Q4 2023 and has held it in 9 quarters since. 126 funds tracked by Wall St. Rank hold MFM as of Q2 2026.

Balanced Wealth Group held 197,774 shares of Aberdeen Municipal Income Fund worth $1.11M as of Q2 2026.
Balanced Wealth Group bought 2,719 Aberdeen Municipal Income Fund shares in Q2 2026, an estimated $14.8K.
Aberdeen Municipal Income Fund made up 0.35% of Balanced Wealth Group's portfolio in Q2 2026, its #35 holding.
Balanced Wealth Group first reported a position in Aberdeen Municipal Income Fund in Q4 2023 and has held it in 9 quarters since.
126 funds tracked by Wall St. Rank held Aberdeen Municipal Income Fund as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.