Mutual Advisors’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Mutual Advisors’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	$341K	Buy	18,583 +7,700	+71%	+$145K	0.01%	1064
2025 Q4	$204K	Buy	+10,883	New	+$208K	﹤0.01%	1243
2023 Q3	–	Sell	-12,114	Closed	-$213K	–	997
2023 Q2	$213K	Sell	12,114 -481	-4%	-$8.64K	0.01%	927
2023 Q1	$224K	Buy	12,595 +2,320	+23%	+$41.8K	0.01%	881
2022 Q4	$183K	Buy	+10,275	New	+$191K	0.01%	879
2022 Q1	–	Sell	-9,546	Closed	-$205K	–	886
2021 Q4	$205K	Hold	9,546	–	–	0.01%	846
2021 Q3	$213K	Hold	9,546	–	–	0.01%	806
2021 Q2	$222K	Buy	+9,546	New	+$214K	0.01%	761

Other funds holding ETX

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

Mutual Advisors's ETX Position: Q1 2026 in Review

Mutual Advisors increased its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 71% in Q1 2026, buying an estimated $145K and bringing the position to 18,583 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #1064.

Mutual Advisors first reported a position in ETX in Q2 2021 and has held it in 8 quarters since. 41 funds tracked by Wall St. Rank hold ETX as of Q1 2026.

Mutual Advisors held 18,583 shares of Eaton Vance Municipal Income 2028 Term Trust worth $341K as of Q1 2026.
Mutual Advisors bought 7,700 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2026, an estimated $145K.
Eaton Vance Municipal Income 2028 Term Trust made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1064 holding.
Mutual Advisors first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2021 and has held it in 8 quarters since.
41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.