MWM
CIF

Mindset Wealth Management’s MFS Intermediate High Income Fund CIF Stock Holding History

Mindset Wealth Management’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
2025
Q4 		– Sell
-14,145
Closed -$25K – 187
2025
Q3 		$25K Hold
14,145
– – 0.01% 177
2025
Q2 		$24.6K Hold
14,145
– – 0.01% 152
2025
Q1 		$24.2K Hold
14,145
– – 0.01% 147
2024
Q4 		$24.5K Hold
14,145
– – 0.01% 134
2024
Q3 		$25.2K Buy
+14,145
New +$24.8K 0.01% 126

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
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Osaic Holdings
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Collaborative Wealth Management Lake Mary, Florida $238M AUM 17.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RIA
Rhodes Investment Advisors Fort Worth, Texas $136M AUM

Mindset Wealth Management's CIF Position: Q4 2025 in Review

Mindset Wealth Management sold out of MFS Intermediate High Income Fund (CIF) in Q4 2025, closing a stake of 14,145 shares — an estimated $25K sold.

Mindset Wealth Management first reported a position in CIF in Q3 2024 and held it in 5 quarters. The position peaked at $25.2K in Q3 2024. 28 funds tracked by Wall St. Rank hold CIF as of Q4 2025.

  • Mindset Wealth Management reported no remaining MFS Intermediate High Income Fund position as of Q4 2025 after selling out during the quarter.
  • Mindset Wealth Management sold 14,145 MFS Intermediate High Income Fund shares in Q4 2025, an estimated $25K.
  • Mindset Wealth Management first reported a position in MFS Intermediate High Income Fund in Q3 2024 and held it in 5 quarters.
  • Mindset Wealth Management's MFS Intermediate High Income Fund position peaked at $25.2K in Q3 2024.
  • 28 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q4 2025.

Based on Mindset Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.