IBOK
CXH

Independence Bank of Kentucky’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Independence Bank of Kentucky’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
2025
Q4 		– Sell
-648
Closed -$5.09K – 731
2025
Q3 		$5.09K Hold
648
– – ﹤0.01% 580
2025
Q2 		$4.95K Hold
648
– – ﹤0.01% 566
2025
Q1 		$5.13K Hold
648
– – ﹤0.01% 560
2024
Q4 		$5.18K Buy
+648
New +$5.27K ﹤0.01% 565

Other funds holding CXH

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.14% 1-Year Est. Return
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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $326M AUM 0.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Independence Bank of Kentucky's CXH Position: Q4 2025 in Review

Independence Bank of Kentucky sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2025, closing a stake of 648 shares — an estimated $5.09K sold.

Independence Bank of Kentucky first reported a position in CXH in Q4 2024 and held it in 4 quarters. The position peaked at $5.18K in Q4 2024. 32 funds tracked by Wall St. Rank hold CXH as of Q4 2025.

  • Independence Bank of Kentucky reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2025 after selling out during the quarter.
  • Independence Bank of Kentucky sold 648 MFS Investment Grade Municipal Trust shares in Q4 2025, an estimated $5.09K.
  • Independence Bank of Kentucky first reported a position in MFS Investment Grade Municipal Trust in Q4 2024 and held it in 4 quarters.
  • Independence Bank of Kentucky's MFS Investment Grade Municipal Trust position peaked at $5.18K in Q4 2024.
  • 32 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2025.

Based on Independence Bank of Kentucky's 13F filing for Q4 2025, filed 20 Jan 2026.