SIA
CMU

Sit Investment Associates’s MFS High Yield Municipal Trust CMU Stock Holding History

Sit Investment Associates’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
Q1 		– Sell
-47,357
Closed -$166K – 509
2025
Q4 		$166K Sell
47,357
-997,983
-95% -$3.49M ﹤0.01% 451
2025
Q3 		$3.63M Sell
1,045,340
-1,283,267
-55% -$4.27M 0.07% 244
2025
Q2 		$7.75M Buy
2,328,607
+149,360
+7% +$501K 0.17% 149
2025
Q1 		$7.61M Buy
2,179,247
+176,608
+9% +$625K 0.18% 149
2024
Q4 		$7.05M Buy
2,002,639
+1,034,353
+107% +$3.71M 0.16% 169
2024
Q3 		$3.55M Buy
968,286
+605,830
+167% +$2.15M 0.08% 243
2024
Q2 		$1.24M Buy
362,456
+280,563
+343% +$929K 0.03% 348
2024
Q1 		$273K Buy
81,893
+39,114
+91% +$129K 0.01% 441
2023
Q4 		$142K Sell
42,779
-143,162
-77% -$442K ﹤0.01% 488
2023
Q3 		$582K Sell
185,941
-129,826
-41% -$424K 0.02% 386
2023
Q2 		$1.02M Buy
315,767
+164,630
+109% +$526K 0.03% 361
2023
Q1 		$485K Buy
151,137
+90,396
+149% +$291K 0.01% 417
2022
Q4 		$190K Buy
+60,741
New +$186K 0.01% 467

Other funds holding CMU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.79% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.66B AUM 59.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Sit Investment Associates's CMU Position: Q1 2026 in Review

Sit Investment Associates sold out of MFS High Yield Municipal Trust (CMU) in Q1 2026, closing a stake of 47,357 shares — an estimated $166K sold.

Sit Investment Associates first reported a position in CMU in Q4 2022 and held it in 13 quarters. The position peaked at $7.75M in Q2 2025. 45 funds tracked by Wall St. Rank hold CMU as of Q1 2026.

  • Sit Investment Associates reported no remaining MFS High Yield Municipal Trust position as of Q1 2026 after selling out during the quarter.
  • Sit Investment Associates sold 47,357 MFS High Yield Municipal Trust shares in Q1 2026, an estimated $166K.
  • Sit Investment Associates first reported a position in MFS High Yield Municipal Trust in Q4 2022 and held it in 13 quarters.
  • Sit Investment Associates's MFS High Yield Municipal Trust position peaked at $7.75M in Q2 2025.
  • 45 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2026.

Based on Sit Investment Associates's 13F filing for Q1 2026, filed 13 May 2026.