Jones Financial Companies
ETX

Jones Financial Companies’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Jones Financial Companies’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
Q2 		– Sell
-1,040
Closed -$19K – 4065
2025
Q1 		$19K Buy
+1,040
New +$18.9K ﹤0.01% 2451

Other funds holding ETX

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Morgan Stanley
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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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 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

Jones Financial Companies's ETX Position: Q2 2025 in Review

Jones Financial Companies sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q2 2025, closing a stake of 1,040 shares — an estimated $19K sold.

Jones Financial Companies first reported a position in ETX in Q1 2025 and held it in 1 quarter. The position peaked at $19K in Q1 2025. 34 funds tracked by Wall St. Rank hold ETX as of Q2 2025.

  • Jones Financial Companies reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q2 2025 after selling out during the quarter.
  • Jones Financial Companies sold 1,040 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2025, an estimated $19K.
  • Jones Financial Companies first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q1 2025 and held it in 1 quarter.
  • Jones Financial Companies's Eaton Vance Municipal Income 2028 Term Trust position peaked at $19K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.