LPL Financial
ETX

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

LPL Financial’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 		$2.43M Buy
132,380
+22,032
+20% +$414K ﹤0.01% 3316
2025
Q4 		$2.06M Buy
110,348
+63,307
+135% +$1.21M ﹤0.01% 3389
2025
Q3 		$908K Buy
47,041
+5,361
+13% +$99.7K ﹤0.01% 4091
2025
Q2 		$751K Buy
41,680
+5,082
+14% +$91.9K ﹤0.01% 4011
2025
Q1 		$669K Buy
36,598
+3,158
+9% +$57.3K ﹤0.01% 3898
2024
Q4 		$589K Buy
33,440
+14
+0% +$258 ﹤0.01% 3951
2024
Q3 		$631K Sell
33,426
-2,986
-8% -$56K ﹤0.01% 3804
2024
Q2 		$681K Sell
36,412
-702
-2% -$12.9K ﹤0.01% 3595
2024
Q1 		$662K Buy
37,114
+1,790
+5% +$32.1K ﹤0.01% 3543
2023
Q4 		$613K Buy
35,324
+633
+2% +$10.8K ﹤0.01% 3506
2023
Q3 		$588K Sell
34,691
-3,890
-10% -$67.2K ﹤0.01% 3342
2023
Q2 		$678K Sell
38,581
-3,688
-9% -$66.3K ﹤0.01% 3186
2023
Q1 		$752K Buy
42,269
+60
+0.1% +$1.08K ﹤0.01% 2988
2022
Q4 		$753K Buy
42,209
+10,793
+34% +$200K ﹤0.01% 2878
2022
Q3 		$587K Buy
31,416
+567
+2% +$11.4K ﹤0.01% 3006
2022
Q2 		$639K Buy
30,849
+44
+0.1% +$897 ﹤0.01% 2984
2022
Q1 		$629K Buy
30,805
+9,577
+45% +$198K ﹤0.01% 3016
2021
Q4 		$456K Buy
21,228
+2,663
+14% +$58.7K ﹤0.01% 3357
2021
Q3 		$415K Buy
18,565
+6,157
+50% +$141K ﹤0.01% 3388
2021
Q2 		$289K Sell
12,408
-2,463
-17% -$55.3K ﹤0.01% 3617
2021
Q1 		$325K Sell
14,871
-3,553
-19% -$80.3K ﹤0.01% 3407
2020
Q4 		$431K Sell
18,424
-730
-4% -$15.8K ﹤0.01% 2891
2020
Q3 		$403K Sell
19,154
-3,998
-17% -$85.5K ﹤0.01% 2657
2020
Q2 		$473K Buy
23,152
+6,844
+42% +$137K ﹤0.01% 2438
2020
Q1 		$324K Buy
+16,308
New +$342K ﹤0.01% 2440
2019
Q4 		– Sell
-14,826
Closed -$321K – 3360
2019
Q3 		$321K Sell
14,826
-1,214
-8% -$25.7K ﹤0.01% 2623
2019
Q2 		$330K Buy
16,040
+4
+0% +$82 ﹤0.01% 2624
2019
Q1 		$323K Buy
16,036
+5
+0% +$99 ﹤0.01% 2570
2018
Q4 		$306K Buy
16,031
+5,905
+58% +$113K ﹤0.01% 2443
2018
Q3 		$198K Sell
10,126
-7,545
-43% -$149K ﹤0.01% 3000
2018
Q2 		$350K Buy
17,671
+2,459
+16% +$47.5K ﹤0.01% 2503
2018
Q1 		$288K Buy
15,212
+4,440
+41% +$86.8K ﹤0.01% 2646
2017
Q4 		$223K Buy
+10,772
New +$217K ﹤0.01% 2738
2017
Q1 		– Sell
-11,266
Closed -$223K – 2723
2016
Q4 		$223K Buy
+11,266
New +$220K ﹤0.01% 2398
2016
Q2 		– Sell
-14,740
Closed -$295K – 2725
2016
Q1 		$295K Sell
14,740
-20,670
-58% -$397K ﹤0.01% 2521
2015
Q4 		$671K Buy
35,410
+22,705
+179% +$402K ﹤0.01% 1990
2015
Q3 		$220K Sell
12,705
-1,575
-11% -$27.2K ﹤0.01% 2445
2015
Q2 		$242K Sell
14,280
-1,813
-11% -$31.6K ﹤0.01% 2479
2015
Q1 		$287K Sell
16,093
-1,528
-9% -$27.2K ﹤0.01% 2289
2014
Q4 		$309K Buy
17,621
+1,110
+7% +$19.5K ﹤0.01% 2131
2014
Q3 		$288K Buy
16,511
+607
+4% +$10.3K ﹤0.01% 2202
2014
Q2 		$268K Buy
15,904
+1,304
+9% +$21.6K ﹤0.01% 2291
2014
Q1 		$229K Buy
+14,600
New +$228K ﹤0.01% 2335

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
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
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

LPL Financial's ETX Position: Q1 2026 in Review

LPL Financial increased its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 20% in Q1 2026, buying an estimated $414K and bringing the position to 132,380 shares worth $2.43M. The position accounts for ﹤0.01% of the portfolio, ranked #3316.

LPL Financial first reported a position in ETX in Q1 2014 and has held it in 43 quarters since. 41 funds tracked by Wall St. Rank hold ETX as of Q1 2026.

  • LPL Financial held 132,380 shares of Eaton Vance Municipal Income 2028 Term Trust worth $2.43M as of Q1 2026.
  • LPL Financial bought 22,032 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2026, an estimated $414K.
  • Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3316 holding.
  • LPL Financial first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q1 2014 and has held it in 43 quarters since.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.