Fidelity Investments
ETX

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 – 5414
2024
Q4 		$18 Buy
+1
New +$18 ﹤0.01% 5387
2024
Q3 		– Sell
-1
Closed -$19 – 5558
2024
Q2 		$19 Buy
+1
New +$18 ﹤0.01% 5210
2022
Q1 		– Sell
-1
Closed – – 5109
2021
Q4 		$0 Hold
1
– – ﹤0.01% 4512
2021
Q3 		$0 Buy
+1
New +$23 ﹤0.01% 4535

Other funds holding ETX

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return