JY
ETX

Jeff Yass’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Jeff Yass’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
Q2 		$244K Buy
+13,001
New +$244K ﹤0.01% 11518
2024
Q3 		– Sell
-10,124
Closed -$189K – 12240
2024
Q2 		$189K Buy
+10,124
New +$185K ﹤0.01% 10442
2024
Q1 		– Sell
-23,690
Closed -$411K – 12473
2023
Q4 		$411K Buy
+23,690
New +$405K ﹤0.01% 9124

Other funds holding ETX

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Jeff Yass's ETX Position: Q2 2026 in Review

Jeff Yass opened a new position in Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q2 2026: 13,001 shares worth $244K. The stake represents ﹤0.01% of the portfolio and ranks #11518 among its holdings. This is a return to the name: Jeff Yass previously reported a position in ETX as recently as Q2 2024.

Jeff Yass first reported a position in ETX in Q4 2023 and has held it in 3 quarters since. The position peaked at $411K in Q4 2023. 41 funds tracked by Wall St. Rank hold ETX as of Q2 2026.

  • Jeff Yass held 13,001 shares of Eaton Vance Municipal Income 2028 Term Trust worth $244K as of Q2 2026.
  • Eaton Vance Municipal Income 2028 Term Trust was a new Jeff Yass position in Q2 2026.
  • Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11518 holding.
  • Jeff Yass first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2023 and has held it in 3 quarters since.
  • Jeff Yass's Eaton Vance Municipal Income 2028 Term Trust position peaked at $411K in Q4 2023.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.