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
Q2 		– Sell
-2,471
Closed -$19.7K – 962
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

Montag & Associates's CXH Position: Q2 2026 in Review

Montag & Associates sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2026, closing a stake of 2,471 shares — an estimated $19.7K sold.

Montag & Associates first reported a position in CXH in Q4 2023 and held it in 10 quarters. The position peaked at $20.3K in Q3 2024. 0 funds tracked by Wall St. Rank hold CXH as of Q2 2026.

  • Montag & Associates reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2026 after selling out during the quarter.
  • Montag & Associates sold 2,471 MFS Investment Grade Municipal Trust shares in Q2 2026, an estimated $19.7K.
  • Montag & Associates first reported a position in MFS Investment Grade Municipal Trust in Q4 2023 and held it in 10 quarters.
  • Montag & Associates's MFS Investment Grade Municipal Trust position peaked at $20.3K in Q3 2024.
  • 0 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.