Herold Advisors’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Herold Advisors’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 Q2	–	Sell	-1,081	Closed	-$22.1K	–	327
2022 Q1	$22.1K	Buy	+1,081	New	+$22.3K	0.01%	495
2021 Q4	–	Sell	-1,060	Closed	-$23K	–	323
2021 Q3	$23K	Buy	+1,060	New	+$24.2K	0.01%	497

Other funds holding ETX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

USCWA

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Herold Advisors's ETX Position: Q2 2022 in Review

Herold Advisors sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q2 2022, closing a stake of 1,081 shares — an estimated $22.1K sold.

Herold Advisors first reported a position in ETX in Q3 2021 and held it in 2 quarters. The position peaked at $23K in Q3 2021. 34 funds tracked by Wall St. Rank hold ETX as of Q2 2022.

Herold Advisors reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,081 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2022, an estimated $22.1K.
Herold Advisors first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2021 and held it in 2 quarters.
Herold Advisors's Eaton Vance Municipal Income 2028 Term Trust position peaked at $23K in Q3 2021.
34 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.