Mascoma Wealth Management’s MFS High Yield Municipal Trust CMU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-844
| Closed | -$3.02K | – | 614 |
|
|
2026
Q1 | $3.02K | Hold |
844
| – | – | ﹤0.01% | 398 |
|
|
2025
Q4 | $2.96K | Hold |
844
| – | – | ﹤0.01% | 399 |
|
|
2025
Q3 | $2.93K | Hold |
844
| – | – | ﹤0.01% | 411 |
|
|
2025
Q2 | $2.81K | Hold |
844
| – | – | ﹤0.01% | 423 |
|
|
2025
Q1 | $2.95K | Hold |
844
| – | – | ﹤0.01% | 440 |
|
|
2024
Q4 | $2.97K | Hold |
844
| – | – | ﹤0.01% | 449 |
|
|
2024
Q3 | $3.09K | Hold |
844
| – | – | ﹤0.01% | 417 |
|
|
2024
Q2 | $2.9K | Hold |
844
| – | – | ﹤0.01% | 446 |
|
|
2024
Q1 | $2.81K | Hold |
844
| – | – | ﹤0.01% | 418 |
|
|
2023
Q4 | $2.79K | Hold |
844
| – | – | ﹤0.01% | 433 |
|
|
2023
Q3 | $2.64K | Hold |
844
| – | – | ﹤0.01% | 453 |
|
|
2023
Q2 | $2.78K | Hold |
844
| – | – | ﹤0.01% | 434 |
|
|
2023
Q1 | $2.69K | Hold |
844
| – | – | ﹤0.01% | 531 |
|
|
2022
Q4 | $2.64K | Hold |
844
| – | – | ﹤0.01% | 551 |
|
|
2022
Q3 | $3K | Hold |
844
| – | – | ﹤0.01% | 524 |
|
|
2022
Q2 | $3K | Buy |
+844
| New | +$2.94K | ﹤0.01% | 540 |
|
Mascoma Wealth Management's CMU Position: Q2 2026 in Review
Mascoma Wealth Management sold out of MFS High Yield Municipal Trust (CMU) in Q2 2026, closing a stake of 844 shares — an estimated $3.02K sold.
Mascoma Wealth Management first reported a position in CMU in Q2 2022 and held it in 16 quarters. The position peaked at $3.09K in Q3 2024. 0 funds tracked by Wall St. Rank hold CMU as of Q2 2026.
- Mascoma Wealth Management reported no remaining MFS High Yield Municipal Trust position as of Q2 2026 after selling out during the quarter.
- Mascoma Wealth Management sold 844 MFS High Yield Municipal Trust shares in Q2 2026, an estimated $3.02K.
- Mascoma Wealth Management first reported a position in MFS High Yield Municipal Trust in Q2 2022 and held it in 16 quarters.
- Mascoma Wealth Management's MFS High Yield Municipal Trust position peaked at $3.09K in Q3 2024.
- 0 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2026.
Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.