Mosaic Family Wealth Partners’s MFS Intermediate High Income Fund CIF Stock Holding History

Mosaic Family Wealth Partners’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 Q2	–	Sell	-101,665	Closed	-$165K	–	432
2026 Q1	$165K	Sell	101,665 -3,880	-4%	-$6.54K	0.02%	278
2025 Q4	$179K	Sell	105,545 -4,997	-5%	-$8.65K	0.02%	234
2025 Q3	$195K	Sell	110,542 -5,451	-5%	-$9.57K	0.02%	227
2025 Q2	$202K	Sell	115,993 -5,209	-4%	-$8.79K	0.03%	222
2025 Q1	$207K	Buy	121,202 +1,170	+1%	+$2.02K	0.03%	206
2024 Q4	$208K	Sell	120,032 -40,849	-25%	-$71.7K	0.03%	197
2024 Q3	$286K	Buy	160,881 +1,091	+0.7%	+$1.91K	0.04%	170
2024 Q2	$271K	Buy	+159,790	New	+$269K	0.04%	163

Mosaic Family Wealth Partners's CIF Position: Q2 2026 in Review

Mosaic Family Wealth Partners sold out of MFS Intermediate High Income Fund (CIF) in Q2 2026, closing a stake of 101,665 shares — an estimated $165K sold.

Mosaic Family Wealth Partners first reported a position in CIF in Q2 2024 and held it in 8 quarters. The position peaked at $286K in Q3 2024. 0 funds tracked by Wall St. Rank hold CIF as of Q2 2026.

Mosaic Family Wealth Partners reported no remaining MFS Intermediate High Income Fund position as of Q2 2026 after selling out during the quarter.
Mosaic Family Wealth Partners sold 101,665 MFS Intermediate High Income Fund shares in Q2 2026, an estimated $165K.
Mosaic Family Wealth Partners first reported a position in MFS Intermediate High Income Fund in Q2 2024 and held it in 8 quarters.
Mosaic Family Wealth Partners's MFS Intermediate High Income Fund position peaked at $286K in Q3 2024.
0 funds tracked by Wall St. Rank held MFS Intermediate High Income Fund as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.