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Holdings (Monthly) Guide ↗

Mfs Investment Grade Municipal Trust

Monthly Holdings $60M AUM 12 positions Period May 2026 Filed Jul 27, 2026 EDGAR ↗ ← All Funds
All 1 New 1 Added 12 Reduced 147 Exited · May 2026 vs Feb 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 Illinois Housing Development Authority 45203MLF6 Feb 2026 435,000 -30,000 $442K -6.9% 1.27% DBT
2 New Jersey Housing & Mortgage Finance Agency 646127FN5 Feb 2026 305,021 -483 $328K -2.4% 0.95% DBT
3 Ohio Housing Finance Agency 67737RAE9 Feb 2026 312,750 -817 $327K -3.7% 0.94% DBT
4 Rhode Island Student Loan Authority 762323CP6 Feb 2026 330,000 -60,000 $326K -16.2% 0.94% DBT
5 Ohio Housing Finance Agency 67756Q3N5 Feb 2026 305,000 -15,000 $306K -5.1% 0.88% DBT
6 Affordable Housing Tax-Exempt Bond Pass-Thru Trust 00832UAA5 Feb 2026 280,485 -2,567 $285K -1.5% 0.82% DBT
7 New Hampshire Business Finance Authority 63607WBP8 Feb 2026 164,679 -474 $154K -3.8% 0.44% DBT
8 Pennsylvania Higher Education Assistance Agency 70878CAU9 Feb 2026 130,000 -30,000 $130K -20.7% 0.38% DBT
9 Washington State Housing Finance Commission 93978UAA4 Feb 2026 70,046 -233 $68K -3.8% 0.20% DBT
10 California Housing Finance Agency 13033DAF2 Feb 2026 1,696,826 -10,777 $65K -5.7% 0.19% DBT
11 Freddie Mac Multifamily 35833TAB1 Feb 2026 355,666 -1,468 $30K -3.0% 0.09% ABS-MBS
12 Pennsylvania Housing Finance Agency 70879QSZ7 Feb 2026 9,483 -273,262 $10K -96.7% 0.03% DBT