BI
CXH

Bulldog Investors’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Bulldog Investors’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 		$9.46M Sell
1,184,498
-16,847
-1% -$137K 2.13% 11
2025
Q4 		$9.55M Buy
1,201,345
+220,851
+23% +$1.76M 2.13% 10
2025
Q3 		$7.71M Buy
980,494
+84,603
+9% +$642K 1.78% 14
2025
Q2 		$6.84M Buy
895,891
+36,583
+4% +$279K 1.73% 16
2025
Q1 		$6.81M Buy
859,308
+148,849
+21% +$1.19M 1.84% 17
2024
Q4 		$5.68M Buy
710,459
+261,451
+58% +$2.13M 1.48% 22
2024
Q3 		$3.7M Hold
449,008
– – 1.24% 27
2024
Q2 		$3.55M Sell
449,008
-6,840
-2% -$51.6K 1.33% 24
2024
Q1 		$3.47M Buy
455,848
+65,991
+17% +$498K 1.15% 32
2023
Q4 		$2.95M Buy
389,857
+86,927
+29% +$617K 0.97% 36
2023
Q3 		$2.14M Buy
302,930
+153,067
+102% +$1.13M 0.74% 49
2023
Q2 		$1.1M Buy
149,863
+61,236
+69% +$448K 0.37% 82
2023
Q1 		$655K Buy
88,627
+28,029
+46% +$206K 0.21% 113
2022
Q4 		$431K Sell
60,598
-28,989
-32% -$202K 0.13% 146
2022
Q3 		$603K Hold
89,587
– – 0.18% 145
2022
Q2 		$679K Buy
89,587
+23,805
+36% +$185K 0.19% 145
2022
Q1 		$562K Buy
+65,782
New +$599K 0.14% 158

Other funds holding CXH

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bulldog Investors's CXH Position: Q1 2026 in Review

Bulldog Investors reduced its MFS Investment Grade Municipal Trust (CXH) stake by 1.4% in Q1 2026, selling an estimated $137K and leaving 1,184,498 shares worth $9.46M. The position accounts for 2.13% of the portfolio, ranked #11.

Bulldog Investors first reported a position in CXH in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.55M in Q4 2025. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Bulldog Investors held 1,184,498 shares of MFS Investment Grade Municipal Trust worth $9.46M as of Q1 2026.
  • Bulldog Investors sold 16,847 MFS Investment Grade Municipal Trust shares in Q1 2026, an estimated $137K.
  • MFS Investment Grade Municipal Trust made up 2.13% of Bulldog Investors's portfolio in Q1 2026, its #11 holding.
  • Bulldog Investors first reported a position in MFS Investment Grade Municipal Trust in Q1 2022 and has held it in 17 quarters since.
  • Bulldog Investors's MFS Investment Grade Municipal Trust position peaked at $9.55M in Q4 2025.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Bulldog Investors's 13F filing for Q1 2026, filed 8 May 2026.