Seven Mile Advisory’s DTF Tax-Free Income 2028 Term Fund DTF Stock Holding History

Seven Mile Advisory’s Portfolio DTF Stock Details DTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-126,477	Closed	-$1.44M	–	214
2025 Q4	$1.44M	Hold	126,477	–	–	0.25%	53
2025 Q3	$1.45M	Buy	+126,477	New	+$1.43M	0.23%	61

Other funds holding DTF

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

BHPW

Beverly Hills Private Wealth Beverly Hills, California $600M AUM 21.5% 1-Year Est. Return

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

1CP

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

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

COLIM

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

AFC

Avise Financial Cooperative Los Angeles, California $121M AUM

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

Seven Mile Advisory's DTF Position: Q1 2026 in Review

Seven Mile Advisory sold out of DTF Tax-Free Income 2028 Term Fund (DTF) in Q1 2026, closing a stake of 126,477 shares — an estimated $1.44M sold.

Seven Mile Advisory first reported a position in DTF in Q3 2025 and held it in 2 quarters. The position peaked at $1.45M in Q3 2025. 31 funds tracked by Wall St. Rank hold DTF as of Q1 2026.

Seven Mile Advisory reported no remaining DTF Tax-Free Income 2028 Term Fund position as of Q1 2026 after selling out during the quarter.
Seven Mile Advisory sold 126,477 DTF Tax-Free Income 2028 Term Fund shares in Q1 2026, an estimated $1.44M.
Seven Mile Advisory first reported a position in DTF Tax-Free Income 2028 Term Fund in Q3 2025 and held it in 2 quarters.
Seven Mile Advisory's DTF Tax-Free Income 2028 Term Fund position peaked at $1.45M in Q3 2025.
31 funds tracked by Wall St. Rank held DTF Tax-Free Income 2028 Term Fund as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.