Center for Financial Planning’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Center for Financial Planning’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 Q2	$36K	Hold	1,920	–	–	﹤0.01%	364
2026 Q1	$35.3K	Hold	1,920	–	–	﹤0.01%	353
2025 Q4	$35.9K	Hold	1,920	–	–	﹤0.01%	338
2025 Q3	$37.1K	Hold	1,920	–	–	﹤0.01%	341
2025 Q2	$34.6K	Hold	1,920	–	–	﹤0.01%	333
2025 Q1	$35.1K	Buy	+1,920	New	+$34.9K	﹤0.01%	324

Other funds holding ETX

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SWM

Stronghold Wealth Management Tampa, Florida $74.7M AUM

MWM

Melfa Wealth Management Westborough, Massachusetts $185M AUM 17.73% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Center for Financial Planning's ETX Position: Q2 2026 in Review

Center for Financial Planning held its Eaton Vance Municipal Income 2028 Term Trust (ETX) position steady in Q2 2026 at 1,920 shares worth $36K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

Center for Financial Planning first reported a position in ETX in Q1 2025 and has held it in 6 quarters since. The position peaked at $37.1K in Q3 2025. 5 funds tracked by Wall St. Rank hold ETX as of Q2 2026.

Center for Financial Planning held 1,920 shares of Eaton Vance Municipal Income 2028 Term Trust worth $36K as of Q2 2026.
Center for Financial Planning left its Eaton Vance Municipal Income 2028 Term Trust share count unchanged in Q2 2026.
Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #364 holding.
Center for Financial Planning first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q1 2025 and has held it in 6 quarters since.
Center for Financial Planning's Eaton Vance Municipal Income 2028 Term Trust position peaked at $37.1K in Q3 2025.
5 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.