CMU MFS HIGH YIELD MUN TR

Ownership history in Private Advisor Group, LLC  ·  32 quarters on record

AI Ownership Summary

Private Advisor Group, LLC reported MFS HIGH YIELD MUN TR (CMU) in 32 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows CMU at 0.00% 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 CMU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Private Advisor Group, LLC's position in MFS HIGH YIELD MUN 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
2025 Q3

CMU was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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 Private Advisor Group, LLC held CMU — position size vs. price
% of Fund (quarterly)    CMU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 19,093 0% 0.00% $66K 2025-11-13 $3.41
2025 Q2 UNCHANGED 19,093 0% 0.00% $64K 2025-08-11 $3.19
2025 Q1 UNCHANGED 19,093 0% 0.00% $67K 2025-05-05 $3.22
2024 Q4 UNCHANGED 19,093 0% 0.00% $67K 2025-02-03 $3.30
2024 Q3 UNCHANGED 19,093 0% 0.00% $70K 2024-10-22 $3.36
2024 Q2 UNCHANGED 19,093 0% 0.00% $65K 2024-08-05 $3.24
2024 Q1 UNCHANGED 19,093 0% 0.00% $64K 2024-04-30 $2.92
2023 Q4 UNCHANGED 19,093 0% 0.00% $63K 2024-02-06 $2.95
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Private Advisor Group, LLC and CMU

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

How long has Private Advisor Group, LLC reported owning CMU?

Private Advisor Group, LLC reported CMU across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CMU position in Private Advisor Group, LLC's portfolio?

The largest reported portfolio weight for CMU was 0.00% in 2023 Q4.

What is the latest reported CMU position on this page?

The most recent filing on this page is 2025 Q3, when Private Advisor Group, LLC reported 19,093 shares, equal to 0.00% of portfolio, with an estimated market value of $66K.

What does the chart on this CMU ownership page compare?

The chart compares Private Advisor Group, LLC's quarterly CMU 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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