Fidelity Investments’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Fidelity Investments’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 Q1	–	Sell	-1	Closed	-$18	–	5411
2024 Q4	$18	Buy	+1	New	+$18	﹤0.01%	5387
2024 Q3	–	Sell	-1	Closed	-$19	–	5556
2024 Q2	$19	Buy	+1	New	+$18	﹤0.01%	5210
2022 Q1	–	Sell	-1	Closed	–	–	5108
2021 Q4	$0	Hold	1	–	–	﹤0.01%	4510
2021 Q3	$0	Buy	+1	New	+$23	﹤0.01%	4533

Other funds holding ETX

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Fidelity Investments's ETX Position: Q1 2025 in Review

Fidelity Investments sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q1 2025, closing a stake of 1 share — an estimated $18 sold.

Fidelity Investments first reported a position in ETX in Q3 2021 and held it in 4 quarters. The position peaked at $19 in Q2 2024. 35 funds tracked by Wall St. Rank hold ETX as of Q1 2025.

Fidelity Investments reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 1 Eaton Vance Municipal Income 2028 Term Trust share in Q1 2025, an estimated $18.
Fidelity Investments first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2021 and held it in 4 quarters.
Fidelity Investments's Eaton Vance Municipal Income 2028 Term Trust position peaked at $19 in Q2 2024.
35 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.