UBS Group’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 |
-5,867
| Closed | -$46.9K | – | 10538 |
|
|
2026
Q1 | $46.9K | Sell |
5,867
-4,948
| -46% | -$40.1K | ﹤0.01% | 7407 |
|
|
2025
Q4 | $86K | Sell |
10,815
-500
| -4% | -$3.98K | ﹤0.01% | 6979 |
|
|
2025
Q3 | $88.9K | Buy |
11,315
+2,000
| +21% | +$15.2K | ﹤0.01% | 7205 |
|
|
2025
Q2 | $71.2K | Sell |
9,315
-908
| -9% | -$6.93K | ﹤0.01% | 7503 |
|
|
2025
Q1 | $81K | Sell |
10,223
-4,448
| -30% | -$35.7K | ﹤0.01% | 7205 |
|
|
2024
Q4 | $117K | Sell |
14,671
-896
| -6% | -$7.28K | ﹤0.01% | 6775 |
|
|
2024
Q3 | $128K | Hold |
15,567
| – | – | ﹤0.01% | 6177 |
|
|
2024
Q2 | $123K | Sell |
15,567
-108
| -0.7% | -$815 | ﹤0.01% | 6032 |
|
|
2024
Q1 | $119K | Sell |
15,675
-7,314
| -32% | -$55.2K | ﹤0.01% | 6140 |
|
|
2023
Q4 | $174K | Sell |
22,989
-448
| -2% | -$3.18K | ﹤0.01% | 5860 |
|
|
2023
Q3 | $166K | Buy |
23,437
+546
| +2% | +$4.05K | ﹤0.01% | 5495 |
|
|
2023
Q2 | $168K | Sell |
22,891
-7,006
| -23% | -$51.2K | ﹤0.01% | 5602 |
|
|
2023
Q1 | $221K | Sell |
29,897
-5,182
| -15% | -$38K | ﹤0.01% | 5315 |
|
|
2022
Q4 | $250K | Sell |
35,079
-12,197
| -26% | -$84.9K | ﹤0.01% | 5275 |
|
|
2022
Q3 | $319K | Sell |
47,276
-1,443
| -3% | -$11K | ﹤0.01% | 4724 |
|
|
2022
Q2 | $370K | Buy |
48,719
+3,905
| +9% | +$30.4K | ﹤0.01% | 4489 |
|
|
2022
Q1 | $383K | Sell |
44,814
-5,235
| -10% | -$47.7K | ﹤0.01% | 4877 |
|
|
2021
Q4 | $516K | Sell |
50,049
-81,433
| -62% | -$806K | ﹤0.01% | 4952 |
|
|
2021
Q3 | $1.31M | Buy |
131,482
+6,552
| +5% | +$67.9K | ﹤0.01% | 3950 |
|
|
2021
Q2 | $1.28M | Sell |
124,930
-6,126
| -5% | -$61.6K | ﹤0.01% | 3964 |
|
|
2021
Q1 | $1.29M | Buy |
131,056
+145
| +0.1% | +$1.42K | ﹤0.01% | 4001 |
|
|
2020
Q4 | $1.28M | Buy |
130,911
+14,999
| +13% | +$142K | ﹤0.01% | 3815 |
|
|
2020
Q3 | $1.09M | Buy |
115,912
+25,810
| +29% | +$249K | ﹤0.01% | 3575 |
|
|
2020
Q2 | $850K | Sell |
90,102
-10,487
| -10% | -$95.5K | ﹤0.01% | 3649 |
|
|
2020
Q1 | $922K | Buy |
100,589
+4,764
| +5% | +$46.2K | ﹤0.01% | 3419 |
|
|
2019
Q4 | $936K | Buy |
95,825
+65,372
| +215% | +$641K | ﹤0.01% | 4281 |
|
|
2019
Q3 | $302K | Sell |
30,453
-2,744
| -8% | -$27K | ﹤0.01% | 4932 |
|
|
2019
Q2 | $317K | Buy |
33,197
+1,660
| +5% | +$15.7K | ﹤0.01% | 4618 |
|
|
2019
Q1 | $296K | Sell |
31,537
-3,459
| -10% | -$32.2K | ﹤0.01% | 4375 |
|
|
2018
Q4 | $307K | Buy |
34,996
+5,091
| +17% | +$44.6K | ﹤0.01% | 4611 |
|
|
2018
Q3 | $268K | Sell |
29,905
-4,818
| -14% | -$44.3K | ﹤0.01% | 4839 |
|
|
2018
Q2 | $321K | Sell |
34,723
-7,317
| -17% | -$68.2K | ﹤0.01% | 4638 |
|
|
2018
Q1 | $395K | Buy |
42,040
+2,800
| +7% | +$26.6K | ﹤0.01% | 4355 |
|
|
2017
Q4 | $381K | Buy |
39,240
+237
| +0.6% | +$2.32K | ﹤0.01% | 4484 |
|
|
2017
Q3 | $390K | Sell |
39,003
-724
| -2% | -$7.34K | ﹤0.01% | 4403 |
|
|
2017
Q2 | $403K | Buy |
39,727
+3,166
| +9% | +$31.7K | ﹤0.01% | 4267 |
|
|
2017
Q1 | $353K | Buy |
36,561
+7,111
| +24% | +$67.9K | ﹤0.01% | 4274 |
|
|
2016
Q4 | $276K | Buy |
29,450
+8,423
| +40% | +$81.8K | ﹤0.01% | 4550 |
|
|
2016
Q3 | $218K | Buy |
21,027
+11,718
| +126% | +$123K | ﹤0.01% | 4492 |
|
|
2016
Q2 | $98K | Buy |
9,309
+2,600
| +39% | +$27K | ﹤0.01% | 5040 |
|
|
2016
Q1 | $68K | Sell |
6,709
-5,326
| -44% | -$53.3K | ﹤0.01% | 5259 |
|
|
2015
Q4 | $120K | Sell |
12,035
-643
| -5% | -$6.25K | ﹤0.01% | 5069 |
|
|
2015
Q3 | $123K | Buy |
12,678
+5,536
| +78% | +$53.2K | ﹤0.01% | 5048 |
|
|
2015
Q2 | $66K | Buy |
7,142
+6,709
| +1,549% | +$62.2K | ﹤0.01% | 5752 |
|
|
2015
Q1 | $4K | Sell |
433
-3,282
| -88% | -$31.1K | ﹤0.01% | 8205 |
|
|
2014
Q4 | $34K | Buy |
+3,715
| New | +$34.4K | ﹤0.01% | 6960 |
|
UBS Group's CXH Position: Q2 2026 in Review
UBS Group sold out of MFS Investment Grade Municipal Trust (CXH) in Q2 2026, closing a stake of 5,867 shares — an estimated $46.9K sold.
UBS Group first reported a position in CXH in Q4 2014 and held it in 46 quarters. The position peaked at $1.31M in Q3 2021. 0 funds tracked by Wall St. Rank hold CXH as of Q2 2026.
- UBS Group reported no remaining MFS Investment Grade Municipal Trust position as of Q2 2026 after selling out during the quarter.
- UBS Group sold 5,867 MFS Investment Grade Municipal Trust shares in Q2 2026, an estimated $46.9K.
- UBS Group first reported a position in MFS Investment Grade Municipal Trust in Q4 2014 and held it in 46 quarters.
- UBS Group's MFS Investment Grade Municipal Trust position peaked at $1.31M in Q3 2021.
- 0 funds tracked by Wall St. Rank held MFS Investment Grade Municipal Trust as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.