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
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

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 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 $544B AUM 28.31% 1-Year Est. Return

Concurrent Investment Advisors's CXH Position: Q1 2026 in Review

Concurrent Investment Advisors held its MFS Investment Grade Municipal Trust (CXH) position steady in Q1 2026 at 10,251 shares worth $81.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Concurrent Investment Advisors first reported a position in CXH in Q4 2023 and has held it in 10 quarters since. The position peaked at $84.3K in Q3 2024. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Concurrent Investment Advisors held 10,251 shares of MFS Investment Grade Municipal Trust worth $81.9K as of Q1 2026.
  • Concurrent Investment Advisors left its MFS Investment Grade Municipal Trust share count unchanged in Q1 2026.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1838 holding.
  • Concurrent Investment Advisors first reported a position in MFS Investment Grade Municipal Trust in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's MFS Investment Grade Municipal Trust position peaked at $84.3K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.