Welcome to our dedicated page for MFS Investment Grade Municipal Trust SEC filings (Ticker: CXH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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MFS Investment Grade Municipal Trust disclosed preliminary communications about a proposed issuer tender offer to purchase for cash up to 50% of its outstanding common shares. The communication states the Offer has not commenced and that formal tender offer materials, including a Schedule TO and letter of transmittal, will be filed before any purchase.
MFS Investment Grade Municipal Trust reported an insider open-market purchase of its common stock. Phillip Goldstein bought 1,372 shares at $8.12 per share and now directly holds 18,268 shares. Bulldog Investors, LLP and Andrew Dakos are also reporting persons and disclaim beneficial interest except for any pecuniary interest.
Almitas Capital LLC has disclosed a significant holding in MFS Investment Grade Municipal Trust common stock. As of 12/31/2025, Almitas beneficially owned 788,665 shares, representing 5.5% of the fund’s outstanding common shares.
Almitas reports sole voting and dispositive power over all 788,665 shares and no shared power with other parties. The firm certifies that the position was acquired and is held in the ordinary course of business, without the purpose or effect of changing or influencing control of the fund.
MFS Investment Grade Municipal Trust insider Phillip Goldstein increased his direct stake through an open-market purchase. On 02/11/2026, he bought 3,989 common shares at $8.10 each, bringing his holdings to 16,896 shares. The Form 4 is filed jointly with Bulldog Investors, LLP and Andrew Dakos, who disclaim beneficial ownership except for any pecuniary interest.
Bulldog Investors, LLP and its principals increased transparency around their stake in MFS Investment Grade Municipal Trust by filing Amendment No. 4 to Schedule 13G. As of 12/31/2025, Bulldog Investors, LLP reported beneficial ownership of 1,209,033 common shares, representing 14.75 % of the fund’s outstanding stock. Phillip Goldstein reported beneficial ownership of 1,384,095 shares, or 16.88 % of the class, while Andrew Dakos reported 1,203,765 shares, or 14.68 %. The filing details each party’s sole and shared voting and dispositive powers, indicating most authority is shared across client and managed accounts. The filers certify that the shares were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the trust, other than limited activities tied to nomination rules.
CXH submitted a N-CEN annual report template for a registered investment company that, in the provided excerpt, lists multiple principal transactions records with per-dealer transaction values. The excerpt also shows a pricing service identifying number 13-3668779 and a shareholder servicing agent other identifying number 084-01316.
MFS Investment Grade Municipal Trust insider activity shows a series of small trades in common stock reported on a Form 4. The reporting group includes Bulldog Investors, LLP, Phillip Goldstein, and Andrew Dakos as 10% owners, with a key footnote stating that the shares are held by Phillip Goldstein, while Bulldog Investors and Dakos disclaim beneficial interest except for any pecuniary interest.
On January 2, 2026, Goldstein acquired 100 shares at $7.92. On January 22, 2026, he bought 10,000 shares at $7.97 and sold 5,000 shares at $7.97. On January 23, 2026, he purchased another 119 shares at $7.97. Following these transactions, Goldstein beneficially owned 12,907 common shares, held directly.
MFS Investment Grade Municipal Trust (CXH) is a leveraged closed-end fund focused on generating high current income exempt from U.S. federal income tax by investing primarily in investment grade municipal bonds.
For the twelve months ended November 30, 2025, the fund returned 0.70% at net asset value and 1.37% at market price, trailing the 2.64% return of the Bloomberg Municipal Bond Index. The portfolio has an average duration of 14.1 years and an average effective maturity of 21.5 years, emphasizing long-dated municipals.
The fund uses leverage through preferred shares and tender option bonds, with remarketable variable rate munifund term preferred shares representing 32.46% of total assets and self-deposited inverse floaters 5.88%. An annual portfolio return of 1.46% (net of expenses) is needed to cover leverage costs. Management highlights bond selection in certain sectors and exposure to non-rated bonds as key detractors, while yield-curve positioning, longer duration, and overweight housing helped relative results.
MFS Investment Grade Municipal Trust insider filing shows no holdings reported. A Form 3 was filed for Thomas P. Murphy in connection with MFS Investment Grade Municipal Trust (ticker CXH). Murphy is identified in the filing as a "DIRECTOR OF ADVISOR" to the fund rather than as a director or 10% owner of the trust itself. The filing reports that no non-derivative or derivative securities of the trust are beneficially owned, as stated in the explanation of responses.
MFS Investment Grade Municipal Trust insider Joseph Flaherty, identified as an officer of the trust’s advisor, filed a Form 4 regarding his beneficial ownership in the fund’s securities. The filing is made as an individual reporting person and documents his status in relation to the closed-end fund CXH.