Israel Englander’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Israel Englander’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	-15,845	Closed	-$279K	–	6001
2024 Q4	$279K	Hold	15,845	–	–	﹤0.01%	5112
2024 Q3	$299K	Hold	15,845	–	–	﹤0.01%	5189
2024 Q2	$296K	Sell	15,845 -2,642	-14%	-$48.4K	﹤0.01%	4919
2024 Q1	$330K	Sell	18,487 -3,207	-15%	-$57.5K	﹤0.01%	5079
2023 Q4	$376K	Sell	21,694 -8,789	-29%	-$150K	﹤0.01%	4827
2023 Q3	$517K	Buy	30,483 +4,197	+16%	+$72.5K	﹤0.01%	4637
2023 Q2	$462K	Buy	+26,286	New	+$472K	﹤0.01%	4600

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 $77.5B AUM 27.94% 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

Israel Englander's ETX Position: Q1 2025 in Review

Israel Englander sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q1 2025, closing a stake of 15,845 shares — an estimated $279K sold.

Israel Englander first reported a position in ETX in Q2 2023 and held it in 7 quarters. The position peaked at $517K in Q3 2023. 35 funds tracked by Wall St. Rank hold ETX as of Q1 2025.

Israel Englander reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q1 2025 after selling out during the quarter.
Israel Englander sold 15,845 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2025, an estimated $279K.
Israel Englander first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2023 and held it in 7 quarters.
Israel Englander's Eaton Vance Municipal Income 2028 Term Trust position peaked at $517K in Q3 2023.
35 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2025.

Based on Millennium Management's 13F filing for Q1 2025, filed 15 May 2025.