CIA
CXH

Concurrent Investment Advisors’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Concurrent Investment Advisors’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
Q2 		– Sell
-10,251
Closed -$81.9K – 2126
2026
Q1 		$81.9K Hold
10,251
– – ﹤0.01% 1838
2025
Q4 		$81.5K Hold
10,251
– – ﹤0.01% 1720
2025
Q3 		$80.6K Hold
10,251
– – ﹤0.01% 1430
2025
Q2 		$78.3K Hold
10,251
– – ﹤0.01% 1338
2025
Q1 		$81.2K Hold
10,251
– – ﹤0.01% 1185
2024
Q4 		$81.9K Hold
10,251
– – ﹤0.01% 1053
2024
Q3 		$84.3K Hold
10,251
– – ﹤0.01% 1005
2024
Q2 		$81K Hold
10,251
– – ﹤0.01% 932
2024
Q1 		$78.1K Hold
10,251
– – ﹤0.01% 865
2023
Q4 		$77.6K Buy
+10,251
New +$72.8K ﹤0.01% 823

Concurrent Investment Advisors's CXH Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2026, closing a stake of 10,251 shares — an estimated $81.9K sold.

Concurrent Investment Advisors first reported a position in CXH in Q4 2023 and held it in 10 quarters. The position peaked at $84.3K in Q3 2024. 0 funds tracked by Wall St. Rank hold CXH as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 10,251 MFS Investment Grade Municipal Trust shares in Q2 2026, an estimated $81.9K.
  • Concurrent Investment Advisors first reported a position in MFS Investment Grade Municipal Trust in Q4 2023 and held it in 10 quarters.
  • Concurrent Investment Advisors's MFS Investment Grade Municipal Trust position peaked at $84.3K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.