BBPWM
CMU

Blue Bell Private Wealth Management’s MFS High Yield Municipal Trust CMU Stock Holding History

Blue Bell Private Wealth Management’s Portfolio CMU Stock Details CMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74.9K Sell
20,917
-4
-0% -$14 0.01% 373
2025
Q4 		$73.4K Sell
20,921
-1,000
-5% -$3.49K 0.01% 369
2025
Q3 		$76.1K Hold
21,921
– – 0.01% 356
2025
Q2 		$73K Sell
21,921
-9,655
-31% -$32.4K 0.01% 347
2025
Q1 		$110K Sell
31,576
-1,925
-6% -$6.81K 0.02% 282
2024
Q4 		$118K Sell
33,501
-300
-0.9% -$1.08K 0.02% 260
2024
Q3 		$124K Sell
33,801
-5,500
-14% -$19.5K 0.02% 257
2024
Q2 		$135K Buy
39,301
+22,754
+138% +$75.4K 0.03% 237
2024
Q1 		$55.1K Hold
16,547
– – 0.01% 340
2023
Q4 		$54.8K Buy
16,547
+10,615
+179% +$32.7K 0.01% 308
2023
Q3 		$18.6K Buy
+5,932
New +$19.4K 0.01% 369

Other funds holding CMU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Blue Bell Private Wealth Management's CMU Position: Q1 2026 in Review

Blue Bell Private Wealth Management reduced its MFS High Yield Municipal Trust (CMU) stake by 0.02% in Q1 2026, selling an estimated $14 and leaving 20,917 shares worth $74.9K. The position accounts for 0.01% of the portfolio, ranked #373.

Blue Bell Private Wealth Management first reported a position in CMU in Q3 2023 and has held it in 11 quarters since. The position peaked at $135K in Q2 2024. 45 funds tracked by Wall St. Rank hold CMU as of Q1 2026.

  • Blue Bell Private Wealth Management held 20,917 shares of MFS High Yield Municipal Trust worth $74.9K as of Q1 2026.
  • Blue Bell Private Wealth Management sold 4 MFS High Yield Municipal Trust shares in Q1 2026, an estimated $14.
  • MFS High Yield Municipal Trust made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #373 holding.
  • Blue Bell Private Wealth Management first reported a position in MFS High Yield Municipal Trust in Q3 2023 and has held it in 11 quarters since.
  • Blue Bell Private Wealth Management's MFS High Yield Municipal Trust position peaked at $135K in Q2 2024.
  • 45 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.