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ETX

Biltmore Family Office’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Biltmore Family Office’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
2022
Q1 		– Sell
-20,000
Closed -$430K – 224
2021
Q4 		$430K Buy
+20,000
New +$441K 0.08% 138

Other funds holding ETX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Biltmore Family Office's ETX Position: Q1 2022 in Review

Biltmore Family Office sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q1 2022, closing a stake of 20,000 shares — an estimated $430K sold.

Biltmore Family Office first reported a position in ETX in Q4 2021 and held it in 1 quarter. The position peaked at $430K in Q4 2021. 37 funds tracked by Wall St. Rank hold ETX as of Q1 2022.

  • Biltmore Family Office reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q1 2022 after selling out during the quarter.
  • Biltmore Family Office sold 20,000 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2022, an estimated $430K.
  • Biltmore Family Office first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2021 and held it in 1 quarter.
  • Biltmore Family Office's Eaton Vance Municipal Income 2028 Term Trust position peaked at $430K in Q4 2021.
  • 37 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2022.

Based on Biltmore Family Office's 13F filing for Q1 2022, filed 12 May 2022.