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 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 $56.4B AUM 24.96% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $324M AUM

Rothschild Investment LLC's ETX Position: Q1 2026 in Review

Rothschild Investment LLC increased its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 1.3% in Q1 2026, buying an estimated $188 and bringing the position to 806 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Rothschild Investment LLC first reported a position in ETX in Q4 2023 and has held it in 10 quarters since. The position peaked at $15.2K in Q3 2025. 41 funds tracked by Wall St. Rank hold ETX as of Q1 2026.

Rothschild Investment LLC held 806 shares of Eaton Vance Municipal Income 2028 Term Trust worth $14.8K as of Q1 2026.
Rothschild Investment LLC bought 10 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2026, an estimated $188.
Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1536 holding.
Rothschild Investment LLC first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2023 and has held it in 10 quarters since.
Rothschild Investment LLC's Eaton Vance Municipal Income 2028 Term Trust position peaked at $15.2K in Q3 2025.
41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.