Almitas Capital (CXH) files: 454,829 shares, 5.5% stake reported

Rhea-AI Filing Summary

Almitas Capital LLC filed Amendment No. 1 to a Schedule 13G/A reporting beneficial ownership of 454,829 shares of MFS Investment Grade Municipal Trust common stock (CUSIP 59318B108), representing 5.5% of the class. The filing lists sole voting and dispositive power over the reported shares. The filing is signed by Ronald Mass on 05/18/2026.

Insights

Institutional Ownership Analyst

Almitas reports a 5.5% stake in MFS Investment Grade Municipal Trust.

Almitas Capital LLC states it beneficially owns 454,829 shares and holds sole voting and dispositive power, as disclosed in the Amendment No. 1 Schedule 13G/A. The filing lists CUSIP 59318B108 and is executed on 05/18/2026.

The disclosure is a standard regulatory update to report an institutional stake; cash‑flow treatment and purchase timing are not provided in the excerpt. Subsequent filings would show any changes to this position.

Key Figures

Reported shares beneficially owned: 454,829 shares Percent of class: 5.5% CUSIP: 59318B108 +2 more

5 metrics

Reported shares beneficially owned 454,829 shares Item 4 beneficial ownership

Percent of class 5.5% Item 4 percent of class

CUSIP 59318B108 Identifies MFS Investment Grade Municipal Trust common stock

Signature date 05/18/2026 Filing signed by Ronald Mass, Managing Principal

Reporting reference date (header) 03/31/2026 Date shown near top of excerpt

Key Terms

Beneficially owned, Schedule 13G/A, Sole Dispositive Power

3 terms

Beneficially owned regulatory

"Item 4. | Ownership (a) | Amount beneficially owned: 454,829"

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Schedule 13G/A regulatory

"(Amendment No. 1 ) MFS INVESTMENT GRADE MUNICIPAL TRUST"

A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

Sole Dispositive Power regulatory

"(iii) Sole power to dispose or to direct the disposition of: 454,829"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google Not now

Accepted by SEC EDGAR 05/18/2026 - 01:14 PM Learn about SEC filing dates

FAQ

What stake does Almitas Capital LLC report in CXH (MFS Investment Grade Municipal Trust)?

Almitas reports 454,829 shares, representing 5.5% of the common stock class. The Schedule 13G/A lists sole voting and dispositive power over the reported shares and includes CUSIP 59318B108.

When was the Schedule 13G/A amendment signed for CXH?

The amendment is signed by Ronald Mass, Managing Principal, on 05/18/2026. The header also shows a reporting reference date of 03/31/2026 in the excerpt.

Does the filing state how Almitas acquired the 454,829 shares of CXH?

The excerpt discloses only beneficial ownership, voting and dispositive power; it does not describe acquisition method, transaction dates, or cash consideration for the 454,829 shares.

What powers does Almitas Capital LLC claim over the CXH shares?

Almitas reports sole voting power and sole dispositive power for all 454,829 shares, with zero shared voting or dispositive power listed in Item 4 of the filing.

What identifying details are included in the filing for CXH shares?

The filing lists the issuer name, principal office address in Boston, class title as Common Stock, and CUSIP 59318B108, tied to the reported 454,829 share position.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

MFS INVESTMENT GRADE MUNICIPAL TRUST

(Name of Issuer)

Common Stock

(Title of Class of Securities)

59318B108

(CUSIP Number)

03/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 59318B108

1

Names of Reporting Persons

Almitas Capital LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 454,829.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 454,829.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

454,829.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.5 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: MFS INVESTMENT GRADE MUNICIPAL TRUST
(b)	Address of issuer's principal executive offices: 111 HUNTINGTON AVENUE, 24TH FLOOR, BOSTON, MASSACHUSETTS, 02199.
Item 2.
(a)	Name of person filing: Almitas Capital LLC
(b)	Address or principal business office or, if none, residence: 1460 4th Street, Suite 300 Santa Monica, CA 90401
(c)	Citizenship: Delaware
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 59318B108
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 454,829
(b)	Percent of class: 5.5%
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 454,829
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 454,829
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Almitas Capital LLC

Signature:	Ronald Mass
Name/Title:	Managing Principal
Date:	05/18/2026