KeyBank National Association’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

KeyBank National Association’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 Q4	–	Sell	-16,211	Closed	-$303K	–	1065
2022 Q3	$303K	Hold	16,211	–	–	﹤0.01%	849
2022 Q2	$336K	Hold	16,211	–	–	﹤0.01%	832
2022 Q1	$331K	Buy	16,211 +4,993	+45%	+$103K	﹤0.01%	877
2021 Q4	$241K	Hold	11,218	–	–	﹤0.01%	1000
2021 Q3	$250K	Hold	11,218	–	–	﹤0.01%	989
2021 Q2	$261K	Buy	+11,218	New	+$252K	﹤0.01%	976

Other funds holding ETX

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

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

USCWA

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

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

KeyBank National Association's ETX Position: Q4 2022 in Review

KeyBank National Association sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q4 2022, closing a stake of 16,211 shares — an estimated $303K sold.

KeyBank National Association first reported a position in ETX in Q2 2021 and held it in 6 quarters. The position peaked at $336K in Q2 2022. 40 funds tracked by Wall St. Rank hold ETX as of Q4 2022.

KeyBank National Association reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q4 2022 after selling out during the quarter.
KeyBank National Association sold 16,211 Eaton Vance Municipal Income 2028 Term Trust shares in Q4 2022, an estimated $303K.
KeyBank National Association first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2021 and held it in 6 quarters.
KeyBank National Association's Eaton Vance Municipal Income 2028 Term Trust position peaked at $336K in Q2 2022.
40 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q4 2022.

Based on KeyBank National Association's 13F filing for Q4 2022, filed 31 Jan 2023.