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 Q2	$194K	Sell	10,336 -8,247	-44%	-$155K	﹤0.01%	1340
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 $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

Mutual Advisors's ETX Position: Q2 2026 in Review

Mutual Advisors reduced its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 44% in Q2 2026, selling an estimated $155K and leaving 10,336 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Mutual Advisors first reported a position in ETX in Q2 2021 and has held it in 9 quarters since. The position peaked at $341K in Q1 2026. 41 funds tracked by Wall St. Rank hold ETX as of Q2 2026.

Mutual Advisors held 10,336 shares of Eaton Vance Municipal Income 2028 Term Trust worth $194K as of Q2 2026.
Mutual Advisors sold 8,247 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2026, an estimated $155K.
Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of Mutual Advisors's portfolio in Q2 2026, its #1340 holding.
Mutual Advisors first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2021 and has held it in 9 quarters since.
Mutual Advisors's Eaton Vance Municipal Income 2028 Term Trust position peaked at $341K in Q1 2026.
41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.