TrueMark Investments, LLC MGF β€” MFS GOVT MKTS INCOME TR

Ownership history in TrueMark Investments, LLC  Β·  1 quarter on record

AI Ownership Summary

TrueMark Investments, LLC reported MFS GOVT MKTS INCOME TR (MGF) in 1 quarterly 13F filing from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows MGF 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 MGF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TrueMark Investments, 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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% 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 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 TrueMark Investments, 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 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 INITIATED β€” β€” β€” 60,618 β€” β€” 0.03% $178K 2026-04-20 $2.87

🏒 Other funds also holding MGF

As of 2026 Q2 β€” sorted by position size

PVG ASSET MANAGEMENT CORP 3Y 7Y 0.04% EASTERN BANK 3Y 7Y 0.0%

FAQ About TrueMark Investments, 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 TrueMark Investments, LLC reported owning MGF?

TrueMark Investments, LLC reported MGF across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported MGF position in TrueMark Investments, LLC's portfolio?

The largest reported portfolio weight for MGF was 0.03% in 2026 Q1.

What is the latest reported MGF position on this page?

The most recent filing on this page is 2026 Q1, when TrueMark Investments, LLC reported 60,618 shares, equal to 0.03% of portfolio, with an estimated market value of $178K.

What does the chart on this MGF ownership page compare?

The chart compares TrueMark Investments, 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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