MGF β€” MFS GOVT MKTS INCOME TR

Ownership history in Dynamic Advisor Solutions LLC  Β·  19 quarters on record

AI Ownership Summary

Dynamic Advisor Solutions LLC reported MFS GOVT MKTS INCOME TR (MGF) in 19 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.01% in 2026 Q1. The latest visible filing shows MGF at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MGF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dynamic Advisor Solutions LLC's position in MFS GOVT MKTS INCOME TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MGF was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dynamic Advisor Solutions LLC held MGF β€” position size vs. price
% of Fund (quarterly)    MGF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 90,082 +22,423 +33.1% 0.01% $265K 2026-04-08 $2.93
2025 Q4 ADDED 67,659 +1,737 +2.6% 0.01% $205K 2026-01-09 $2.96
2025 Q3 ADDED 65,922 +2,605 +4.1% 0.01% $206K 2025-10-09 $2.95
2025 Q2 REDUCED 63,317 -739 -1.2% 0.01% $198K 2025-07-09 $2.92
2025 Q1 ADDED 64,056 +16,815 +35.6% 0.01% $203K 2025-04-17 $2.84
2024 Q4 ADDED 47,241 +24,364 +106.5% 0.01% $145K 2025-01-21 $2.79
2024 Q3 REDUCED 22,877 -79,491 -77.7% 0.00% $76K 2024-10-07 $2.89
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MGF

As of 2026 Q1 β€” sorted by position size

Global Wealth Strategies & Associates 3Y 0.0% Farther Finance Advisors, LLC 0.0% EASTERN BANK 3Y 7Y 0.0%

FAQ About Dynamic Advisor Solutions LLC and MGF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dynamic Advisor Solutions LLC reported owning MGF?

Dynamic Advisor Solutions LLC reported MGF across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported MGF position in Dynamic Advisor Solutions LLC's portfolio?

The largest reported portfolio weight for MGF was 0.01% in 2026 Q1.

What is the latest reported MGF position on this page?

The most recent filing on this page is 2026 Q1, when Dynamic Advisor Solutions LLC reported 90,082 shares, equal to 0.01% of portfolio, with an estimated market value of $265K.

What does the chart on this MGF ownership page compare?

The chart compares Dynamic Advisor Solutions LLC's quarterly MGF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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