IWC
ETX

Integrated Wealth Concepts’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Integrated Wealth Concepts’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
Q1 		$264K Buy
14,392
+116
+0.8% +$2.18K ﹤0.01% 1932
2025
Q4 		$267K Sell
14,276
-13,954
-49% -$267K ﹤0.01% 1368
2025
Q3 		$545K Sell
28,230
-4,756
-14% -$88.4K ﹤0.01% 1290
2025
Q2 		$594K Buy
+32,986
New +$597K 0.01% 1171

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

Integrated Wealth Concepts's ETX Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 0.81% in Q1 2026, buying an estimated $2.18K and bringing the position to 14,392 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Integrated Wealth Concepts first reported a position in ETX in Q2 2025 and has held it in 4 quarters since. The position peaked at $594K in Q2 2025. 41 funds tracked by Wall St. Rank hold ETX as of Q1 2026.

  • Integrated Wealth Concepts held 14,392 shares of Eaton Vance Municipal Income 2028 Term Trust worth $264K as of Q1 2026.
  • Integrated Wealth Concepts bought 116 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2026, an estimated $2.18K.
  • Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1932 holding.
  • Integrated Wealth Concepts first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's Eaton Vance Municipal Income 2028 Term Trust position peaked at $594K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.