Pathstone Holdings’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-10,651
Closed -$85.1K 2358
2026
Q1
$85.1K Hold
10,651
﹤0.01% 2164
2025
Q4
$84.7K Buy
+10,651
New +$84.7K ﹤0.01% 2171

Pathstone Holdings's CXH Position: Q2 2026 in Review

Pathstone Holdings sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2026, closing a stake of 10,651 shares — an estimated $85.1K sold.

Pathstone Holdings first reported a position in CXH in Q4 2025 and held it in 2 quarters. The position peaked at $85.1K in Q1 2026. 0 funds tracked by Wall St. Rank hold CXH as of Q2 2026.

  • Pathstone Holdings reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2026 after selling out during the quarter.
  • Pathstone Holdings sold 10,651 MFS Investment Grade Municipal Trust shares in Q2 2026, an estimated $85.1K.
  • Pathstone Holdings first reported a position in MFS Investment Grade Municipal Trust in Q4 2025 and held it in 2 quarters.
  • Pathstone Holdings's MFS Investment Grade Municipal Trust position peaked at $85.1K in Q1 2026.
  • 0 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.