Creative Planning’s MFS Intermediate High Income Fund CIF Stock Holding History

Creative Planning’s Portfolio CIF Stock Details CIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.2K	Buy	+10,011	New	+$16.9K	﹤0.01%	4054
2023 Q3	–	Sell	-26,258	Closed	-$42.8K	–	2933
2023 Q2	$42.8K	Buy	+26,258	New	+$43.3K	﹤0.01%	2452
2021 Q3	–	Sell	-13,416	Closed	-$45K	–	2133
2021 Q2	$45K	Buy	+13,416	New	+$38.4K	﹤0.01%	1946
2018 Q2	–	Sell	-36,493	Closed	-$103K	–	2072
2018 Q1	$103K	Sell	36,493 -966	-3%	-$2.77K	﹤0.01%	1746
2017 Q4	$110K	Buy	37,459 +733	+2%	+$2.08K	﹤0.01%	1718
2017 Q3	$108K	Buy	+36,726	New	+$106K	﹤0.01%	1706

Other funds holding CIF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

POIA

Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

MFWP

Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CWM

Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return

Creative Planning's CIF Position: Q1 2026 in Review

Creative Planning opened a new position in MFS Intermediate High Income Fund (CIF) in Q1 2026: 10,011 shares worth $16.2K. The stake represents ﹤0.01% of the portfolio and ranks #4054 among its holdings. This is a return to the name: Creative Planning previously reported a position in CIF as recently as Q2 2023.

Creative Planning first reported a position in CIF in Q3 2017 and has held it in 6 quarters since. The position peaked at $110K in Q4 2017. 28 funds tracked by Wall St. Rank hold CIF as of Q1 2026.

Creative Planning held 10,011 shares of MFS Intermediate High Income Fund worth $16.2K as of Q1 2026.
MFS Intermediate High Income Fund was a new Creative Planning position in Q1 2026.
MFS Intermediate High Income Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #4054 holding.
Creative Planning first reported a position in MFS Intermediate High Income Fund in Q3 2017 and has held it in 6 quarters since.
Creative Planning's MFS Intermediate High Income Fund position peaked at $110K in Q4 2017.
28 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.