Tarbox Family Office’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Tarbox Family Office’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
2021 Q4	–	Sell	-7,000	Closed	-$156K	–	1135
2021 Q3	$156K	Hold	7,000	–	–	0.03%	146
2021 Q2	$163K	Buy	+7,000	New	+$157K	0.03%	146

Other funds holding ETX

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

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

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 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

RJFSA

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

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

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

EVM

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

Tarbox Family Office's ETX Position: Q4 2021 in Review

Tarbox Family Office sold out of Eaton Vance Municipal Income 2028 Term Trust (ETX) in Q4 2021, closing a stake of 7,000 shares — an estimated $156K sold.

Tarbox Family Office first reported a position in ETX in Q2 2021 and held it in 2 quarters. The position peaked at $163K in Q2 2021. 41 funds tracked by Wall St. Rank hold ETX as of Q4 2021.

Tarbox Family Office reported no remaining Eaton Vance Municipal Income 2028 Term Trust position as of Q4 2021 after selling out during the quarter.
Tarbox Family Office sold 7,000 Eaton Vance Municipal Income 2028 Term Trust shares in Q4 2021, an estimated $156K.
Tarbox Family Office first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q2 2021 and held it in 2 quarters.
Tarbox Family Office's Eaton Vance Municipal Income 2028 Term Trust position peaked at $163K in Q2 2021.
41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q4 2021.

Based on Tarbox Family Office's 13F filing for Q4 2021, filed 6 Jan 2022.