Bessemer Group’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Bessemer Group’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
2025 Q4	–	Sell	-1,885	Closed	-$36K	–	2574
2025 Q3	$36K	Hold	1,885	–	–	﹤0.01%	1515
2025 Q2	$34K	Hold	1,885	–	–	﹤0.01%	1411
2025 Q1	$34K	Sell	1,885 -377	-17%	-$6.85K	﹤0.01%	1382
2024 Q4	$40K	Sell	2,262 -16,500	-88%	-$304K	﹤0.01%	1325
2024 Q3	$355K	Buy	18,762 +16,500	+729%	+$309K	﹤0.01%	982
2024 Q2	$42K	Hold	2,262	–	–	﹤0.01%	1302
2024 Q1	$40K	Hold	2,262	–	–	﹤0.01%	1336
2023 Q4	$39K	Hold	2,262	–	–	﹤0.01%	1376
2023 Q3	$38K	Hold	2,262	–	–	﹤0.01%	1380
2023 Q2	$40K	Hold	2,262	–	–	﹤0.01%	1408
2023 Q1	$40K	Hold	2,262	–	–	﹤0.01%	1264
2022 Q4	$40K	Hold	2,262	–	–	﹤0.01%	1187
2022 Q3	$42K	Hold	2,262	–	–	﹤0.01%	1207
2022 Q2	$47K	Hold	2,262	–	–	﹤0.01%	1108
2022 Q1	$46K	Hold	2,262	–	–	﹤0.01%	1096
2021 Q4	$49K	Hold	2,262	–	–	﹤0.01%	1122
2021 Q3	$51K	Sell	2,262 -110	-5%	-$2.51K	﹤0.01%	1050
2021 Q2	$55K	Hold	2,372	–	–	﹤0.01%	1049
2021 Q1	$52K	Buy	+2,372	New	+$53.6K	﹤0.01%	999

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

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

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

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bessemer Group's ETX Position: Q4 2025 in Review

Bessemer Group sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q4 2025, closing a stake of 1,885 shares — an estimated $36K sold.

Bessemer Group first reported a position in ETX in Q1 2021 and held it in 19 quarters. The position peaked at $355K in Q3 2024. 41 funds tracked by Wall St. Rank hold ETX as of Q4 2025.

Bessemer Group reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q4 2025 after selling out during the quarter.
Bessemer Group sold 1,885 Eaton Vance Municipal Income 2028 Term Trust shares in Q4 2025, an estimated $36K.
Bessemer Group first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q1 2021 and held it in 19 quarters.
Bessemer Group's Eaton Vance Municipal Income 2028 Term Trust position peaked at $355K in Q3 2024.
41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q4 2025.

Based on Bessemer Group's 13F filing for Q4 2025, filed 5 Feb 2026.