IFG Advisory’s MFS Charter Income Trust MCR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-3,500
Closed -$21.2K 2365
2026
Q1
$21.2K Buy
+3,500
New +$21.7K 0.06% 197

IFG Advisory's MCR Position: Q2 2026 in Review

IFG Advisory sold out of MFS Charter Income Trust (MCR) in Q2 2026, closing a stake of 3,500 shares — an estimated $21.2K sold.

IFG Advisory first reported a position in MCR in Q1 2026 and held it in 1 quarter. The position peaked at $21.2K in Q1 2026. 0 funds tracked by Wall St. Rank hold MCR as of Q2 2026.

  • IFG Advisory reported no remaining MFS Charter Income Trust position as of Q2 2026 after selling out during the quarter.
  • IFG Advisory sold 3,500 MFS Charter Income Trust shares in Q2 2026, an estimated $21.2K.
  • IFG Advisory first reported a position in MFS Charter Income Trust in Q1 2026 and held it in 1 quarter.
  • IFG Advisory's MFS Charter Income Trust position peaked at $21.2K in Q1 2026.
  • 0 funds tracked by Wall St. Rank held MFS Charter Income Trust as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.