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

Parallel 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 Q4	–	Sell	-89	Closed	-$2K	–	3406
2022 Q3	$2K	Hold	89	–	–	﹤0.01%	2638
2022 Q2	$2K	Hold	89	–	–	﹤0.01%	2564
2022 Q1	$2K	Hold	89	–	–	﹤0.01%	2563
2021 Q4	$2K	Hold	89	–	–	﹤0.01%	2684
2021 Q3	$2K	Hold	89	–	–	﹤0.01%	2675
2021 Q2	$2K	Hold	89	–	–	﹤0.01%	2546
2021 Q1	$2K	Hold	89	–	–	﹤0.01%	2459
2020 Q4	$2K	Buy	+89	New	+$1.93K	﹤0.01%	2296

Other funds holding ETX

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

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

RJFSA

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

USCWA

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

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

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

WAM

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Parallel Advisors's ETX Position: Q4 2022 in Review

Parallel Advisors sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q4 2022, closing a stake of 89 shares — an estimated $2K sold.

Parallel Advisors first reported a position in ETX in Q4 2020 and held it in 8 quarters. The position peaked at $2K in Q3 2022. 40 funds tracked by Wall St. Rank hold ETX as of Q4 2022.

Parallel Advisors reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q4 2022 after selling out during the quarter.
Parallel Advisors sold 89 Eaton Vance Municipal Income 2028 Term Trust shares in Q4 2022, an estimated $2K.
Parallel Advisors first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2020 and held it in 8 quarters.
Parallel Advisors's Eaton Vance Municipal Income 2028 Term Trust position peaked at $2K in Q3 2022.
40 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q4 2022.

Based on Parallel Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.