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

OneDigital Investment 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
2022 Q2	–	Sell	-14,065	Closed	-$287K	–	743
2022 Q1	$287K	Hold	14,065	–	–	0.01%	612
2021 Q4	$302K	Hold	14,065	–	–	0.01%	597
2021 Q3	$314K	Hold	14,065	–	–	0.01%	561
2021 Q2	$327K	Hold	14,065	–	–	0.01%	530
2021 Q1	$308K	Hold	14,065	–	–	0.01%	505
2020 Q4	$329K	Hold	14,065	–	–	0.02%	467
2020 Q3	$296K	Hold	14,065	–	–	0.02%	436
2020 Q2	$287K	Hold	14,065	–	–	0.02%	450
2020 Q1	$280K	Hold	14,065	–	–	0.02%	392
2019 Q4	$308K	Sell	14,065 -675	-5%	-$14.6K	0.02%	410
2019 Q3	$319K	Buy	14,740 +3,797	+35%	+$80.3K	0.03%	365
2019 Q2	$225K	Buy	+10,943	New	+$226K	0.02%	384

Other funds holding ETX

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

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

WKWM

Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EVM

Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return

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

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

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

OneDigital Investment Advisors's ETX Position: Q2 2022 in Review

OneDigital Investment Advisors sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q2 2022, closing a stake of 14,065 shares — an estimated $287K sold.

OneDigital Investment Advisors first reported a position in ETX in Q2 2019 and held it in 12 quarters. The position peaked at $329K in Q4 2020. 34 funds tracked by Wall St. Rank hold ETX as of Q2 2022.

OneDigital Investment Advisors reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q2 2022 after selling out during the quarter.
OneDigital Investment Advisors sold 14,065 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2022, an estimated $287K.
OneDigital Investment Advisors first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2019 and held it in 12 quarters.
OneDigital Investment Advisors's Eaton Vance Municipal Income 2028 Term Trust position peaked at $329K in Q4 2020.
34 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2022.

Based on OneDigital Investment Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.