IA
CXH

Icon Advisers’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Icon Advisers’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 		$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

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
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
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Icon Advisers's CXH Position: Q1 2026 in Review

Icon Advisers reduced its MFS Investment Grade Municipal Trust (CXH) stake by 1.2% in Q1 2026, selling an estimated $23.7K and leaving 241,372 shares worth $1.93M. The position accounts for 0.45% of the portfolio, ranked #82.

Icon Advisers first reported a position in CXH in Q3 2016 and has held it in 17 quarters since. The position peaked at $2.96M in Q2 2017. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Icon Advisers held 241,372 shares of MFS Investment Grade Municipal Trust worth $1.93M as of Q1 2026.
  • Icon Advisers sold 2,923 MFS Investment Grade Municipal Trust shares in Q1 2026, an estimated $23.7K.
  • MFS Investment Grade Municipal Trust made up 0.45% of Icon Advisers's portfolio in Q1 2026, its #82 holding.
  • Icon Advisers first reported a position in MFS Investment Grade Municipal Trust in Q3 2016 and has held it in 17 quarters since.
  • Icon Advisers's MFS Investment Grade Municipal Trust position peaked at $2.96M in Q2 2017.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Icon Advisers's 13F filing for Q1 2026, filed 13 May 2026.