Jones Financial Companies
CXH

Jones Financial Companies’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Jones Financial Companies’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
-419
Closed -$3.29K – 4447
2025
Q3 		$3.29K Buy
+419
New +$3.18K ﹤0.01% 3528

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 $294M AUM 2.62% 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

Jones Financial Companies's CXH Position: Q4 2025 in Review

Jones Financial Companies sold out of MFS Investment Grade Municipal Trust (CXH) in Q4 2025, closing a stake of 419 shares — an estimated $3.29K sold.

Jones Financial Companies first reported a position in CXH in Q3 2025 and held it in 1 quarter. The position peaked at $3.29K in Q3 2025. 32 funds tracked by Wall St. Rank hold CXH as of Q4 2025.

  • Jones Financial Companies reported no remaining MFS Investment Grade Municipal Trust position as of Q4 2025 after selling out during the quarter.
  • Jones Financial Companies sold 419 MFS Investment Grade Municipal Trust shares in Q4 2025, an estimated $3.29K.
  • Jones Financial Companies first reported a position in MFS Investment Grade Municipal Trust in Q3 2025 and held it in 1 quarter.
  • Jones Financial Companies's MFS Investment Grade Municipal Trust position peaked at $3.29K in Q3 2025.
  • 32 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.