Collaborative Wealth Management’s MFS Intermediate High Income Fund CIF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-28,473
| Closed | -$46.1K | – | 171 |
|
|
2026
Q1 | $46.1K | Hold |
28,473
| – | – | 0.02% | 160 |
|
|
2025
Q4 | $48.4K | Hold |
28,473
| – | – | 0.02% | 239 |
|
|
2025
Q3 | $50.3K | Hold |
28,473
| – | – | 0.02% | 196 |
|
|
2025
Q2 | $49.5K | Sell |
28,473
-3,960
| -12% | -$6.68K | 0.02% | 182 |
|
|
2025
Q1 | $55.5K | Hold |
32,433
| – | – | 0.03% | 173 |
|
|
2024
Q4 | $56.1K | Hold |
32,433
| – | – | 0.03% | 178 |
|
|
2024
Q3 | $57.7K | Sell |
32,433
-917
| -3% | -$1.61K | 0.03% | 176 |
|
|
2024
Q2 | $56.5K | Hold |
33,350
| – | – | 0.03% | 171 |
|
|
2024
Q1 | $57.5K | Sell |
33,350
-37,754
| -53% | -$64.8K | 0.03% | 172 |
|
|
2023
Q4 | $122K | Sell |
71,104
-2,093
| -3% | -$3.37K | 0.07% | 167 |
|
|
2023
Q3 | $115K | Sell |
73,197
-10,000
| -12% | -$16.5K | 0.07% | 161 |
|
|
2023
Q2 | $136K | Sell |
83,197
-161
| -0.2% | -$266 | 0.08% | 167 |
|
|
2023
Q1 | $140K | Sell |
83,358
-1,299
| -2% | -$2.31K | 0.09% | 164 |
|
|
2022
Q4 | $144K | Hold |
84,657
| – | – | 0.09% | 171 |
|
|
2022
Q3 | $145K | Sell |
84,657
-6,700
| -7% | -$13K | 0.1% | 167 |
|
|
2022
Q2 | $174K | Buy |
+91,357
| New | +$199K | 0.11% | 180 |
|
|
2021
Q4 | $252K | Buy |
+91,357
| New | +$270K | 0.14% | 178 |
|
|
2021
Q1 | $222K | Buy |
+91,357
| New | +$232K | 0.13% | 176 |
|
Collaborative Wealth Management's CIF Position: Q2 2026 in Review
Collaborative Wealth Management sold out of MFS Intermediate High Income Fund (CIF) in Q2 2026, closing a stake of 28,473 shares — an estimated $46.1K sold.
Collaborative Wealth Management first reported a position in CIF in Q1 2021 and held it in 18 quarters. The position peaked at $252K in Q4 2021. 0 funds tracked by Wall St. Rank hold CIF as of Q2 2026.
- Collaborative Wealth Management reported no remaining MFS Intermediate High Income Fund position as of Q2 2026 after selling out during the quarter.
- Collaborative Wealth Management sold 28,473 MFS Intermediate High Income Fund shares in Q2 2026, an estimated $46.1K.
- Collaborative Wealth Management first reported a position in MFS Intermediate High Income Fund in Q1 2021 and held it in 18 quarters.
- Collaborative Wealth Management's MFS Intermediate High Income Fund position peaked at $252K in Q4 2021.
- 0 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q2 2026.
Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.