Melfa 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 |
-124,236
| Closed | -$445K | – | 197 |
|
|
2026
Q1 | $445K | Buy |
124,236
+113
| +0.1% | +$403 | 0.26% | 86 |
|
|
2025
Q4 | $436K | Buy |
124,123
+113
| +0.1% | +$395 | 0.25% | 92 |
|
|
2025
Q3 | $430K | Buy |
124,010
+118
| +0.1% | +$393 | 0.25% | 96 |
|
|
2025
Q2 | $413K | Buy |
123,892
+108
| +0.1% | +$362 | 0.26% | 96 |
|
|
2025
Q1 | $432K | Buy |
123,784
+95
| +0.1% | +$336 | 0.29% | 89 |
|
|
2024
Q4 | $435K | Buy |
123,689
+93
| +0.1% | +$334 | 0.29% | 89 |
|
|
2024
Q3 | $453K | Buy |
123,596
+92
| +0.1% | +$327 | 0.3% | 92 |
|
|
2024
Q2 | $424K | Sell |
123,504
-1,052
| -0.8% | -$3.48K | 0.3% | 91 |
|
|
2024
Q1 | $415K | Buy |
124,556
+12,719
| +11% | +$42K | 0.3% | 87 |
|
|
2023
Q4 | $370K | Sell |
111,837
-9,932
| -8% | -$30.6K | 0.35% | 72 |
|
|
2023
Q3 | $381K | Sell |
121,769
-29,856
| -20% | -$97.5K | 0.41% | 66 |
|
|
2023
Q2 | $488K | Buy |
151,625
+2,824
| +2% | +$9.02K | 0.49% | 54 |
|
|
2023
Q1 | $478K | Buy |
148,801
+125,608
| +542% | +$404K | 0.48% | 58 |
|
|
2022
Q4 | $72.6K | Buy |
+23,193
| New | +$71.2K | 0.08% | 134 |
|
Melfa Wealth Management's CMU Position: Q2 2026 in Review
Melfa Wealth Management sold out of MFS High Yield Municipal Trust (CMU) in Q2 2026, closing a stake of 124,236 shares — an estimated $445K sold.
Melfa Wealth Management first reported a position in CMU in Q4 2022 and held it in 14 quarters. The position peaked at $488K in Q2 2023. 0 funds tracked by Wall St. Rank hold CMU as of Q2 2026.
- Melfa Wealth Management reported no remaining MFS High Yield Municipal Trust position as of Q2 2026 after selling out during the quarter.
- Melfa Wealth Management sold 124,236 MFS High Yield Municipal Trust shares in Q2 2026, an estimated $445K.
- Melfa Wealth Management first reported a position in MFS High Yield Municipal Trust in Q4 2022 and held it in 14 quarters.
- Melfa Wealth Management's MFS High Yield Municipal Trust position peaked at $488K in Q2 2023.
- 0 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2026.
Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.