Anchor Investment Management’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Anchor Investment Management’s Portfolio ETX Stock Details ETX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$246K	Hold	13,400	–	–	0.02%	350
2025 Q4	$251K	Buy	13,400 +2,500	+23%	+$47.9K	0.02%	348
2025 Q3	$210K	Buy	10,900 +1,500	+16%	+$27.9K	0.02%	374
2025 Q2	$169K	Hold	9,400	–	–	0.01%	396
2025 Q1	$172K	Buy	9,400 +2,900	+45%	+$52.7K	0.02%	384
2024 Q4	$114K	Hold	6,500	–	–	0.01%	442
2024 Q3	$123K	Buy	6,500 +3,000	+86%	+$56.3K	0.01%	435
2024 Q2	$65.5K	Hold	3,500	–	–	0.01%	488
2024 Q1	$62.4K	Hold	3,500	–	–	0.01%	499
2023 Q4	$60.7K	Hold	3,500	–	–	0.01%	497
2023 Q3	$59.4K	Hold	3,500	–	–	0.01%	486
2023 Q2	$61.5K	Hold	3,500	–	–	0.01%	478
2023 Q1	$62.3K	Hold	3,500	–	–	0.01%	496
2022 Q4	$62.4K	Hold	3,500	–	–	0.01%	483
2022 Q3	$65.5K	Sell	3,500 -2,000	-36%	-$40.2K	0.01%	470
2022 Q2	$114K	Hold	5,500	–	–	0.02%	435
2022 Q1	$112K	Hold	5,500	–	–	0.01%	455
2021 Q4	$118K	Hold	5,500	–	–	0.01%	459
2021 Q3	$123K	Hold	5,500	–	–	0.02%	424
2021 Q2	$128K	Hold	5,500	–	–	0.02%	425
2021 Q1	$120K	Hold	5,500	–	–	0.02%	419
2020 Q4	$129K	Hold	5,500	–	–	0.02%	356
2020 Q3	$116K	Hold	5,500	–	–	0.02%	344
2020 Q2	$112K	Hold	5,500	–	–	0.03%	332
2020 Q1	$109K	Buy	5,500 +800	+17%	+$16.8K	0.03%	326
2019 Q4	$103K	Hold	4,700	–	–	0.02%	366
2019 Q3	$102K	Hold	4,700	–	–	0.02%	360
2019 Q2	$96.7K	Hold	4,700	–	–	0.02%	372
2019 Q1	$94.8K	Buy	4,700 +3,500	+292%	+$69.1K	0.02%	369
2018 Q4	$22.9K	Hold	1,200	–	–	0.01%	529
2018 Q3	$23.4K	Hold	1,200	–	–	0.01%	555
2018 Q2	$23.7K	Hold	1,200	–	–	0.01%	563
2018 Q1	$22.7K	Hold	1,200	–	–	0.01%	560
2017 Q4	$24.9K	Hold	1,200	–	–	0.01%	550
2017 Q3	$24.6K	Buy	+1,200	New	+$24.7K	0.01%	539

Other funds holding ETX

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

Anchor Investment Management's ETX Position: Q1 2026 in Review

Anchor Investment Management held its Eaton Vance Municipal Income 2028 Term Trust (ETX) position steady in Q1 2026 at 13,400 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #350.

Anchor Investment Management first reported a position in ETX in Q3 2017 and has held it in 35 quarters since. The position peaked at $251K in Q4 2025. 41 funds tracked by Wall St. Rank hold ETX as of Q1 2026.

Anchor Investment Management held 13,400 shares of Eaton Vance Municipal Income 2028 Term Trust worth $246K as of Q1 2026.
Anchor Investment Management left its Eaton Vance Municipal Income 2028 Term Trust share count unchanged in Q1 2026.
Eaton Vance Municipal Income 2028 Term Trust made up 0.02% of Anchor Investment Management's portfolio in Q1 2026, its #350 holding.
Anchor Investment Management first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2017 and has held it in 35 quarters since.
Anchor Investment Management's Eaton Vance Municipal Income 2028 Term Trust position peaked at $251K in Q4 2025.
41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.