Melfa Wealth Management’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Melfa Wealth Management’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	$237K	Sell	12,649 -2,723	-18%	-$51.2K	0.13%	149
2026 Q1	$282K	Hold	15,372	–	–	0.16%	128
2025 Q4	$287K	Hold	15,372	–	–	0.17%	130
2025 Q3	$297K	Hold	15,372	–	–	0.17%	134
2025 Q2	$277K	Hold	15,372	–	–	0.17%	135
2025 Q1	$281K	Hold	15,372	–	–	0.19%	125
2024 Q4	$271K	Hold	15,372	–	–	0.18%	131
2024 Q3	$290K	Sell	15,372 -2,642	-15%	-$49.5K	0.19%	124
2024 Q2	$337K	Hold	18,014	–	–	0.24%	105
2024 Q1	$321K	Buy	18,014 +40	+0.2%	+$717	0.23%	105
2023 Q4	$312K	Sell	17,974 -2,654	-13%	-$45.4K	0.29%	78
2023 Q3	$350K	Buy	20,628 +31	+0.2%	+$535	0.38%	69
2023 Q2	$362K	Buy	20,597 +30	+0.1%	+$539	0.37%	72
2023 Q1	$366K	Sell	20,567 -2,504	-11%	-$45.2K	0.37%	70
2022 Q4	$411K	Buy	+23,071	New	+$429K	0.43%	65

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Melfa Wealth Management's ETX Position: Q2 2026 in Review

Melfa Wealth Management reduced its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 18% in Q2 2026, selling an estimated $51.2K and leaving 12,649 shares worth $237K. The position accounts for 0.13% of the portfolio, ranked #149.

Melfa Wealth Management first reported a position in ETX in Q4 2022 and has held it in 15 quarters since. The position peaked at $411K in Q4 2022. 41 funds tracked by Wall St. Rank hold ETX as of Q2 2026.

Melfa Wealth Management held 12,649 shares of Eaton Vance Municipal Income 2028 Term Trust worth $237K as of Q2 2026.
Melfa Wealth Management sold 2,723 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2026, an estimated $51.2K.
Eaton Vance Municipal Income 2028 Term Trust made up 0.13% of Melfa Wealth Management's portfolio in Q2 2026, its #149 holding.
Melfa Wealth Management first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Eaton Vance Municipal Income 2028 Term Trust position peaked at $411K in Q4 2022.
41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.