Bank of America
CXH

Bank of America’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Bank of America’s Portfolio CXH Stock Details CXH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.06M Hold
258,068
– – ﹤0.01% 4094
2025
Q4 		$2.05M Buy
258,068
+191,118
+285% +$1.52M ﹤0.01% 4044
2025
Q3 		$526K Buy
66,950
+49,450
+283% +$375K ﹤0.01% 5756
2025
Q2 		$134K Buy
17,500
+1,860
+12% +$14.2K ﹤0.01% 6371
2025
Q1 		$124K Sell
15,640
-1
-0% -$8 ﹤0.01% 6398
2024
Q4 		$125K Sell
15,641
-541
-3% -$4.4K ﹤0.01% 6303
2024
Q3 		$133K Buy
16,182
+2,100
+15% +$16.9K ﹤0.01% 6206
2024
Q2 		$111K Sell
14,082
-10,000
-42% -$75.4K ﹤0.01% 6204
2024
Q1 		$184K Sell
24,082
-1,958
-8% -$14.8K ﹤0.01% 5924
2023
Q4 		$197K Buy
26,040
+2,200
+9% +$15.6K ﹤0.01% 6072
2023
Q3 		$169K Sell
23,840
-31,346
-57% -$232K ﹤0.01% 5986
2023
Q2 		$406K Sell
55,186
-1,594
-3% -$11.7K ﹤0.01% 5420
2023
Q1 		$420K Sell
56,780
-10,000
-15% -$73.3K ﹤0.01% 5489
2022
Q4 		$475K Sell
66,780
-8,446
-11% -$58.8K ﹤0.01% 5418
2022
Q3 		$506K Buy
75,226
+13,864
+23% +$106K ﹤0.01% 5386
2022
Q2 		$465K Sell
61,362
-16,928
-22% -$132K ﹤0.01% 5477
2022
Q1 		$669K Buy
78,290
+19,364
+33% +$176K ﹤0.01% 5596
2021
Q4 		$608K Sell
58,926
-14,476
-20% -$143K ﹤0.01% 5690
2021
Q3 		$734K Buy
73,402
+300
+0.4% +$3.11K ﹤0.01% 5338
2021
Q2 		$751K Buy
73,102
+11,582
+19% +$116K ﹤0.01% 5126
2021
Q1 		$604K Sell
61,520
-17,998
-23% -$176K ﹤0.01% 5219
2020
Q4 		$779K Buy
79,518
+51,394
+183% +$487K ﹤0.01% 4693
2020
Q3 		$264K Sell
28,124
-8,000
-22% -$77.2K ﹤0.01% 5128
2020
Q2 		$341K Sell
36,124
-40,698
-53% -$371K ﹤0.01% 4896
2020
Q1 		$705K Buy
76,822
+12,384
+19% +$120K ﹤0.01% 4263
2019
Q4 		$629K Sell
64,438
-1,604
-2% -$15.7K ﹤0.01% 4847
2019
Q3 		$656K Sell
66,042
-9,003
-12% -$88.7K ﹤0.01% 4873
2019
Q2 		$718K Buy
75,045
+12,350
+20% +$117K ﹤0.01% 4814
2019
Q1 		$589K Buy
62,695
+8,543
+16% +$79.6K ﹤0.01% 4894
2018
Q4 		$475K Sell
54,152
-800
-1% -$7K ﹤0.01% 4968
2018
Q3 		$493K Buy
54,952
+21,518
+64% +$198K ﹤0.01% 4961
2018
Q2 		$309K Sell
33,434
-2,000
-6% -$18.6K ﹤0.01% 5169
2018
Q1 		$333K Sell
35,434
-400
-1% -$3.8K ﹤0.01% 5084
2017
Q4 		$348K Buy
35,834
+1,400
+4% +$13.7K ﹤0.01% 5138
2017
Q3 		$344K Hold
34,434
– – ﹤0.01% 5149
2017
Q2 		$349K Sell
34,434
-666
-2% -$6.66K ﹤0.01% 5072
2017
Q1 		$338K Hold
35,100
– – ﹤0.01% 5085
2016
Q4 		$329K Buy
35,100
+666
+2% +$6.47K ﹤0.01% 5065
2016
Q3 		$358K Sell
34,434
-3,516
-9% -$36.9K ﹤0.01% 4840
2016
Q2 		$402K Sell
37,950
-15,934
-30% -$165K ﹤0.01% 4789
2016
Q1 		$548K Buy
53,884
+1,114
+2% +$11.1K ﹤0.01% 4541
2015
Q4 		$525K Buy
52,770
+2,059
+4% +$20K ﹤0.01% 4789
2015
Q3 		$494K Sell
50,711
-7,505
-13% -$72.1K ﹤0.01% 4815
2015
Q2 		$541K Buy
58,216
+10,510
+22% +$97.4K ﹤0.01% 4634
2015
Q1 		$450K Buy
47,706
+17,588
+58% +$166K ﹤0.01% 4392
2014
Q4 		$282K Sell
30,118
-405
-1% -$3.75K ﹤0.01% 5080
2014
Q3 		$279K Sell
30,523
-77,251
-72% -$708K ﹤0.01% 5080
2014
Q2 		$1M Buy
107,774
+11,787
+12% +$108K ﹤0.01% 3971
2014
Q1 		$858K Sell
95,987
-5,727
-6% -$50.8K ﹤0.01% 4063
2013
Q4 		$876K Sell
101,714
-2,271
-2% -$19.3K ﹤0.01% 4200
2013
Q3 		$905K Buy
103,985
+6,493
+7% +$56.4K ﹤0.01% 4039
2013
Q2 		$912K Buy
+97,492
New +$957K ﹤0.01% 4142

Other funds holding CXH

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
MWM
Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Bank of America's CXH Position: Q1 2026 in Review

Bank of America held its MFS Investment Grade Municipal Trust (CXH) position steady in Q1 2026 at 258,068 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #4094.

Bank of America first reported a position in CXH in Q2 2013 and has held it in 52 quarters since. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Bank of America held 258,068 shares of MFS Investment Grade Municipal Trust worth $2.06M as of Q1 2026.
  • Bank of America left its MFS Investment Grade Municipal Trust share count unchanged in Q1 2026.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4094 holding.
  • Bank of America first reported a position in MFS Investment Grade Municipal Trust in Q2 2013 and has held it in 52 quarters since.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.