Rothschild Investment LLC’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Rothschild Investment LLC’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	$15.3K	Buy	816 +10	+1%	+$188	﹤0.01%	1668
2026 Q1	$14.8K	Buy	806 +10	+1%	+$188	﹤0.01%	1536
2025 Q4	$14.9K	Buy	796 +9	+1%	+$172	﹤0.01%	1423
2025 Q3	$15.2K	Buy	787 +10	+1%	+$186	﹤0.01%	1318
2025 Q2	$14K	Buy	777 +10	+1%	+$181	﹤0.01%	1122
2025 Q1	$14K	Buy	767 +9	+1%	+$163	﹤0.01%	1087
2024 Q4	$13.3K	Buy	758 +10	+1%	+$184	﹤0.01%	1100
2024 Q3	$14.1K	Buy	748 +9	+1%	+$169	﹤0.01%	1077
2024 Q2	$13.8K	Buy	739 +9	+1%	+$165	﹤0.01%	1049
2024 Q1	$13K	Buy	730 +12	+2%	+$215	﹤0.01%	1012
2023 Q4	$12.4K	Buy	+718	New	+$12.3K	﹤0.01%	955

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

Rothschild Investment LLC's ETX Position: Q2 2026 in Review

Rothschild Investment LLC increased its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 1.2% in Q2 2026, buying an estimated $188 and bringing the position to 816 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1668.

Rothschild Investment LLC first reported a position in ETX in Q4 2023 and has held it in 11 quarters since. 42 funds tracked by Wall St. Rank hold ETX as of Q2 2026.

Rothschild Investment LLC held 816 shares of Eaton Vance Municipal Income 2028 Term Trust worth $15.3K as of Q2 2026.
Rothschild Investment LLC bought 10 Eaton Vance Municipal Income 2028 Term Trust shares in Q2 2026, an estimated $188.
Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1668 holding.
Rothschild Investment LLC first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2023 and has held it in 11 quarters since.
42 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.