MA
CXH

Montag & Associates’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Montag & Associates’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 		$19.7K Hold
2,471
– – ﹤0.01% 687
2025
Q4 		$19.6K Hold
2,471
– – ﹤0.01% 702
2025
Q3 		$19.4K Hold
2,471
– – ﹤0.01% 694
2025
Q2 		$18.9K Hold
2,471
– – ﹤0.01% 688
2025
Q1 		$19.6K Hold
2,471
– – ﹤0.01% 723
2024
Q4 		$19.7K Hold
2,471
– – ﹤0.01% 709
2024
Q3 		$20.3K Hold
2,471
– – ﹤0.01% 725
2024
Q2 		$19.5K Hold
2,471
– – ﹤0.01% 705
2024
Q1 		$18.8K Hold
2,471
– – ﹤0.01% 703
2023
Q4 		$18.7K Buy
+2,471
New +$17.5K ﹤0.01% 696

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

Montag & Associates's CXH Position: Q1 2026 in Review

Montag & Associates held its MFS Investment Grade Municipal Trust (CXH) position steady in Q1 2026 at 2,471 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #687.

Montag & Associates first reported a position in CXH in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.3K in Q3 2024. 33 funds tracked by Wall St. Rank hold CXH as of Q1 2026.

  • Montag & Associates held 2,471 shares of MFS Investment Grade Municipal Trust worth $19.7K as of Q1 2026.
  • Montag & Associates left its MFS Investment Grade Municipal Trust share count unchanged in Q1 2026.
  • MFS Investment Grade Municipal Trust made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #687 holding.
  • Montag & Associates first reported a position in MFS Investment Grade Municipal Trust in Q4 2023 and has held it in 10 quarters since.
  • Montag & Associates's MFS Investment Grade Municipal Trust position peaked at $20.3K in Q3 2024.
  • 33 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.