RHODES INVESTMENT ADVISORS INC /ADV MIN — MFS INTER INCOME TR

Ownership history in RHODES INVESTMENT ADVISORS INC /ADV  ·  2 quarters on record

AI Ownership Summary

RHODES INVESTMENT ADVISORS INC /ADV reported MFS INTER INCOME TR (MIN) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows MIN at 0.03% 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.

What this MIN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RHODES INVESTMENT ADVISORS INC /ADV's position in MFS INTER 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 Q2

MIN was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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
2026 Q1 to 2026 Q2

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 RHODES INVESTMENT ADVISORS INC /ADV held MIN — position size vs. price
% of Fund (quarterly)    MIN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 18.7% -3.7% ✅ 15,200 -3,500 -18.7% 0.03% $38K 2026-07-28 $14.16
2026 Q1 INITIATED — — — 18,700 — — 0.04% $49K 2026-05-14 $14.29

FAQ About RHODES INVESTMENT ADVISORS INC /ADV and MIN

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

How long has RHODES INVESTMENT ADVISORS INC /ADV reported owning MIN?

RHODES INVESTMENT ADVISORS INC /ADV reported MIN across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported MIN position in RHODES INVESTMENT ADVISORS INC /ADV's portfolio?

The largest reported portfolio weight for MIN was 0.04% in 2026 Q1.

What is the latest reported MIN position on this page?

The most recent filing on this page is 2026 Q2, when RHODES INVESTMENT ADVISORS INC /ADV reported 15,200 shares, equal to 0.03% of portfolio, with an estimated market value of $38K.

What does the chart on this MIN ownership page compare?

The chart compares RHODES INVESTMENT ADVISORS INC /ADV's quarterly MIN 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.

← Back to RHODES INVESTMENT ADVISORS INC /ADV Holdings