RIL
CXH

Rothschild Investment LLC’s MFS Investment Grade Municipal Trust CXH Stock Holding History

Rothschild Investment LLC’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
-22,975
Closed -$184K – 3661
2026
Q1 		$184K Hold
22,975
– – 0.01% 701
2025
Q4 		$183K Sell
22,975
-2,677
-10% -$21.3K 0.01% 654
2025
Q3 		$202K Sell
25,652
-12,850
-33% -$97.5K 0.01% 604
2025
Q2 		$294K Sell
38,502
-2,294
-6% -$17.5K 0.02% 431
2025
Q1 		$323K Sell
40,796
-4,590
-10% -$36.8K 0.02% 407
2024
Q4 		$363K Hold
45,386
– – 0.02% 397
2024
Q3 		$373K Sell
45,386
-2,295
-5% -$18.5K 0.02% 398
2024
Q2 		$377K Hold
47,681
– – 0.03% 387
2024
Q1 		$363K Hold
47,681
– – 0.03% 373
2023
Q4 		$361K Buy
+47,681
New +$338K 0.03% 326

Rothschild Investment LLC's CXH Position: Q2 2026 in Review

Rothschild Investment LLC sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2026, closing a stake of 22,975 shares — an estimated $184K sold.

Rothschild Investment LLC first reported a position in CXH in Q4 2023 and held it in 10 quarters. The position peaked at $377K in Q2 2024. 0 funds tracked by Wall St. Rank hold CXH as of Q2 2026.

  • Rothschild Investment LLC reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2026 after selling out during the quarter.
  • Rothschild Investment LLC sold 22,975 MFS Investment Grade Municipal Trust shares in Q2 2026, an estimated $184K.
  • Rothschild Investment LLC first reported a position in MFS Investment Grade Municipal Trust in Q4 2023 and held it in 10 quarters.
  • Rothschild Investment LLC's MFS Investment Grade Municipal Trust position peaked at $377K in Q2 2024.
  • 0 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.