RIL
CMU

Rothschild Investment LLC’s MFS High Yield Municipal Trust CMU Stock Holding History

Rothschild Investment LLC’s Portfolio CMU Stock Details CMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,537
Closed -$5.5K – 3653
2026
Q1 		$5.5K Hold
1,537
– – ﹤0.01% 2005
2025
Q4 		$5.39K Hold
1,537
– – ﹤0.01% 1837
2025
Q3 		$5.33K Hold
1,537
– – ﹤0.01% 1686
2025
Q2 		$5.12K Hold
1,537
– – ﹤0.01% 1500
2025
Q1 		$5.36K Hold
1,537
– – ﹤0.01% 1403
2024
Q4 		$5.41K Hold
1,537
– – ﹤0.01% 1324
2024
Q3 		$5.63K Hold
1,537
– – ﹤0.01% 1254
2024
Q2 		$5.27K Hold
1,537
– – ﹤0.01% 1201
2024
Q1 		$5.12K Hold
1,537
– – ﹤0.01% 1135
2023
Q4 		$5.09K Buy
+1,537
New +$4.74K ﹤0.01% 1077

Rothschild Investment LLC's CMU Position: Q2 2026 in Review

Rothschild Investment LLC sold out of MFS High Yield Municipal Trust (CMU) in Q2 2026, closing a stake of 1,537 shares — an estimated $5.5K sold.

Rothschild Investment LLC first reported a position in CMU in Q4 2023 and held it in 10 quarters. The position peaked at $5.63K in Q3 2024. 0 funds tracked by Wall St. Rank hold CMU as of Q2 2026.

  • Rothschild Investment LLC reported no remaining MFS High Yield Municipal Trust position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 1,537 MFS High Yield Municipal Trust shares in Q2 2026, an estimated $5.5K.
  • Rothschild Investment LLC first reported a position in MFS High Yield Municipal Trust in Q4 2023 and held it in 10 quarters.
  • Rothschild Investment LLC's MFS High Yield Municipal Trust position peaked at $5.63K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.