Evolve Private Wealth »

MFS Investment Grade Municipal Trust shares owned by Evolve Private Wealth

Quarter-by-quarter ownership of MFS Investment Grade Municipal Trust (CXH) shares owned by Evolve Private Wealth from 13F filings

Historical chart of Evolve Private Wealth investment in MFS Investment Grade Municipal Trust

Tip: Access up to 7 years of quarterly data

All positions including MFS Investment Grade Municipal Trust held by Evolve Private Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MFS Investment Grade Municipal Trust by Evolve Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $166k 21k 7.99

More positions owned by Evolve Private Wealth

Ishares Tr 0-3 Mnth Treasry (SGOV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr International Sl (ISCF)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Ishares Emng Mkts Eqt (EMGF)
Ishares Gold Tr Ishares New (IAU)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Evolve Private Wealth

Top funds holding MFS Investment Grade Municipal Trust

Brooklyn Capital Management
Rivernorth Capital Management
Almitas Capital
Colony
ICON Advisers
Thomas J. Herzfeld Advisors
Hennion & Walsh Asset Management
Sit Investment Associates
Deschutes Portfolio Strategy
Melfa Wealth Management
Advisor Group Holdings
Raymond James Financial
Bank of New York Mellon
Capital Investment Advisors
Rothschild Investment

View all funds holding MFS Investment Grade Municipal Trust