Truist Financial
ETX

Truist Financial’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

Truist Financial’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 		$578K Buy
31,496
+114
+0.4% +$2.15K ﹤0.01% 2000
2025
Q4 		$587K Buy
31,382
+111
+0.4% +$2.13K ﹤0.01% 1960
2025
Q3 		$604K Buy
31,271
+112
+0.4% +$2.08K ﹤0.01% 1916
2025
Q2 		$561K Sell
31,159
-235
-0.7% -$4.25K ﹤0.01% 1909
2025
Q1 		$574K Buy
31,394
+2,336
+8% +$42.4K ﹤0.01% 1791
2024
Q4 		$512K Buy
29,058
+111
+0.4% +$2.04K ﹤0.01% 1862
2024
Q3 		$547K Sell
28,947
-421
-1% -$7.89K ﹤0.01% 1810
2024
Q2 		$549K Buy
29,368
+107
+0.4% +$1.96K ﹤0.01% 1916
2024
Q1 		$522K Buy
29,261
+108
+0.4% +$1.94K ﹤0.01% 1947
2023
Q4 		$506K Buy
29,153
+83
+0.3% +$1.42K ﹤0.01% 1958
2023
Q3 		$493K Buy
29,070
+82
+0.3% +$1.42K ﹤0.01% 1934
2023
Q2 		$510K Buy
28,988
+10,222
+54% +$184K ﹤0.01% 1938
2023
Q1 		$334K Buy
18,766
+51
+0.3% +$920 ﹤0.01% 2210
2022
Q4 		$334K Sell
18,715
-6,139
-25% -$114K ﹤0.01% 2199
2022
Q3 		$465K Sell
24,854
-914
-4% -$18.4K ﹤0.01% 1863
2022
Q2 		$534K Buy
25,768
+7,415
+40% +$151K ﹤0.01% 1870
2022
Q1 		$375K Buy
18,353
+2,988
+19% +$61.7K ﹤0.01% 2170
2021
Q4 		$330K Buy
15,365
+1,681
+12% +$37K ﹤0.01% 2294
2021
Q3 		$306K Buy
+13,684
New +$312K ﹤0.01% 2344

Other funds holding ETX

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
FAL
Focused Alpha LLC Denver, Colorado $324M AUM

Truist Financial's ETX Position: Q1 2026 in Review

Truist Financial increased its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 0.36% in Q1 2026, buying an estimated $2.15K and bringing the position to 31,496 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #2000.

Truist Financial first reported a position in ETX in Q3 2021 and has held it in 19 quarters since. The position peaked at $604K in Q3 2025. 41 funds tracked by Wall St. Rank hold ETX as of Q1 2026.

  • Truist Financial held 31,496 shares of Eaton Vance Municipal Income 2028 Term Trust worth $578K as of Q1 2026.
  • Truist Financial bought 114 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2026, an estimated $2.15K.
  • Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of Truist Financial's portfolio in Q1 2026, its #2000 holding.
  • Truist Financial first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2021 and has held it in 19 quarters since.
  • Truist Financial's Eaton Vance Municipal Income 2028 Term Trust position peaked at $604K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2026.

Based on Truist Financial's 13F filing for Q1 2026, filed 27 Apr 2026.