Icon Advisers’s MFS Investment Grade Municipal Trust CXH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | – | Sell |
-241,372
| Closed | -$1.93M | – | 202 |
|
|
2026
Q1 | $1.93M | Sell |
241,372
-2,923
| -1% | -$23.7K | 0.45% | 82 |
|
|
2025
Q4 | $1.94M | Hold |
244,295
| – | – | 0.42% | 92 |
|
|
2025
Q3 | $1.92M | Hold |
244,295
| – | – | 0.42% | 90 |
|
|
2025
Q2 | $1.87M | Hold |
244,295
| – | – | 0.43% | 94 |
|
|
2025
Q1 | $1.93M | Hold |
244,295
| – | – | 0.45% | 90 |
|
|
2024
Q4 | $1.95M | Buy |
244,295
+7,777
| +3% | +$63.2K | 0.44% | 92 |
|
|
2024
Q3 | $1.94M | Sell |
236,518
-3,435
| -1% | -$27.7K | 0.41% | 94 |
|
|
2024
Q2 | $1.88M | Sell |
239,953
-12,608
| -5% | -$95.1K | 0.42% | 104 |
|
|
2024
Q1 | $1.92M | Buy |
252,561
+52,106
| +26% | +$393K | 0.42% | 101 |
|
|
2023
Q4 | $1.52M | Buy |
+200,455
| New | +$1.42M | 0.35% | 111 |
|
|
2018
Q2 | – | Sell |
-213,704
| Closed | -$2.01M | – | 309 |
|
|
2018
Q1 | $2.01M | Sell |
213,704
-603
| -0.3% | -$5.73K | 0.15% | 137 |
|
|
2017
Q4 | $2.08M | Buy |
214,307
+58,836
| +38% | +$576K | 0.14% | 148 |
|
|
2017
Q3 | $1.55M | Sell |
155,471
-136,156
| -47% | -$1.38M | 0.11% | 216 |
|
|
2017
Q2 | $2.96M | Buy |
291,627
+68,531
| +31% | +$686K | 0.21% | 145 |
|
|
2017
Q1 | $2.15M | Buy |
223,096
+48,337
| +28% | +$462K | 0.15% | 186 |
|
|
2016
Q4 | $1.64M | Buy |
174,759
+67,790
| +63% | +$658K | 0.11% | 227 |
|
|
2016
Q3 | $1.11M | Buy |
+106,969
| New | +$1.12M | 0.07% | 287 |
|
Icon Advisers's CXH Position: Q2 2026 in Review
Icon Advisers sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2026, closing a stake of 241,372 shares — an estimated $1.93M sold.
Icon Advisers first reported a position in CXH in Q3 2016 and held it in 17 quarters. The position peaked at $2.96M in Q2 2017. 0 funds tracked by Wall St. Rank hold CXH as of Q2 2026.
- Icon Advisers reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2026 after selling out during the quarter.
- Icon Advisers sold 241,372 MFS Investment Grade Municipal Trust shares in Q2 2026, an estimated $1.93M.
- Icon Advisers first reported a position in MFS Investment Grade Municipal Trust in Q3 2016 and held it in 17 quarters.
- Icon Advisers's MFS Investment Grade Municipal Trust position peaked at $2.96M in Q2 2017.
- 0 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2026.
Based on Icon Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.