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

Northwestern Mutual 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
2024 Q2	–	Sell	-4,411	Closed	-$78.7K	–	3587
2024 Q1	$78.7K	Buy	4,411 +112	+3%	+$2.01K	﹤0.01%	1910
2023 Q4	$74.5K	Buy	4,299 +611	+17%	+$10.5K	﹤0.01%	1892
2023 Q3	$62.5K	Buy	+3,688	New	+$63.7K	﹤0.01%	1886
2021 Q1	–	Sell	-3,722	Closed	-$87K	–	2830
2020 Q4	$87K	Sell	3,722 -3,441	-48%	-$74.4K	﹤0.01%	1444
2020 Q3	$151K	Buy	7,163 +5,697	+389%	+$122K	﹤0.01%	1125
2020 Q2	$30K	Buy	+1,466	New	+$29.3K	﹤0.01%	1593

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

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

RJFSA

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

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

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

Hara Capital Bellevue, Washington $200M AUM 49.32% 1-Year Est. Return

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

Northwestern Mutual Wealth Management's ETX Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q2 2024, closing a stake of 4,411 shares — an estimated $78.7K sold.

Northwestern Mutual Wealth Management first reported a position in ETX in Q2 2020 and held it in 6 quarters. The position peaked at $151K in Q3 2020. 41 funds tracked by Wall St. Rank hold ETX as of Q2 2024.

Northwestern Mutual Wealth Management reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q2 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 4,411 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2024, an estimated $78.7K.
Northwestern Mutual Wealth Management first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2020 and held it in 6 quarters.
Northwestern Mutual Wealth Management's Eaton Vance Municipal Income 2028 Term Trust position peaked at $151K in Q3 2020.
41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.