UBS Group
ETX

UBS Group’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

UBS Group’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 		$2.6M Buy
141,701
+6,895
+5% +$130K ﹤0.01% 4724
2025
Q4 		$2.52M Buy
134,806
+1,819
+1% +$34.8K ﹤0.01% 4743
2025
Q3 		$2.57M Sell
132,987
-5,612
-4% -$104K ﹤0.01% 4715
2025
Q2 		$2.5M Buy
138,599
+3,958
+3% +$71.6K ﹤0.01% 4581
2025
Q1 		$2.46M Sell
134,641
-18,301
-12% -$332K ﹤0.01% 4525
2024
Q4 		$2.69M Buy
152,942
+9,023
+6% +$166K ﹤0.01% 4431
2024
Q3 		$2.72M Sell
143,919
-10,038
-7% -$188K ﹤0.01% 3691
2024
Q2 		$2.88M Sell
153,957
-50,373
-25% -$922K ﹤0.01% 3388
2024
Q1 		$3.65M Buy
204,330
+4,851
+2% +$87K ﹤0.01% 3311
2023
Q4 		$3.46M Buy
199,479
+2,108
+1% +$36.1K ﹤0.01% 3177
2023
Q3 		$3.35M Buy
197,371
+5,133
+3% +$88.6K ﹤0.01% 2953
2023
Q2 		$3.38M Buy
192,238
+38,678
+25% +$695K ﹤0.01% 2981
2023
Q1 		$2.73M Buy
153,560
+67,292
+78% +$1.21M ﹤0.01% 3093
2022
Q4 		$1.54M Sell
86,268
-1,418
-2% -$26.3K ﹤0.01% 3645
2022
Q3 		$1.64M Sell
87,686
-5,876
-6% -$118K ﹤0.01% 3326
2022
Q2 		$1.94M Sell
93,562
-22,576
-19% -$460K ﹤0.01% 3178
2022
Q1 		$2.37M Sell
116,138
-83,316
-42% -$1.72M ﹤0.01% 3270
2021
Q4 		$4.29M Buy
199,454
+21,116
+12% +$465K ﹤0.01% 2982
2021
Q3 		$3.98M Buy
178,338
+26,958
+18% +$615K ﹤0.01% 2913
2021
Q2 		$3.52M Buy
151,380
+10,864
+8% +$244K ﹤0.01% 3039
2021
Q1 		$3.07M Sell
140,516
-5,387
-4% -$122K ﹤0.01% 3112
2020
Q4 		$3.42M Buy
145,903
+20,530
+16% +$444K ﹤0.01% 2858
2020
Q3 		$2.64M Buy
125,373
+14,695
+13% +$314K ﹤0.01% 2787
2020
Q2 		$2.26M Sell
110,678
-6,102
-5% -$122K ﹤0.01% 2754
2020
Q1 		$2.32M Sell
116,780
-7,250
-6% -$152K ﹤0.01% 2621
2019
Q4 		$2.72M Sell
124,030
-7,988
-6% -$173K ﹤0.01% 3231
2019
Q3 		$2.86M Sell
132,018
-7,789
-6% -$165K ﹤0.01% 2934
2019
Q2 		$2.88M Buy
139,807
+10,528
+8% +$217K ﹤0.01% 2822
2019
Q1 		$2.61M Sell
129,279
-53,077
-29% -$1.05M ﹤0.01% 2755
2018
Q4 		$3.48M Sell
182,356
-36,831
-17% -$702K ﹤0.01% 2508
2018
Q3 		$4.28M Sell
219,187
-21,756
-9% -$430K ﹤0.01% 2493
2018
Q2 		$4.77M Sell
240,943
-43,916
-15% -$849K ﹤0.01% 2382
2018
Q1 		$5.4M Sell
284,859
-5,314
-2% -$104K ﹤0.01% 2230
2017
Q4 		$6.01M Buy
290,173
+21,830
+8% +$440K ﹤0.01% 2178
2017
Q3 		$5.49M Buy
268,343
+11,051
+4% +$227K ﹤0.01% 2119
2017
Q2 		$5.17M Sell
257,292
-30,837
-11% -$628K ﹤0.01% 2121
2017
Q1 		$5.64M Buy
288,129
+5,436
+2% +$106K ﹤0.01% 1990
2016
Q4 		$5.54M Sell
282,693
-12,213
-4% -$239K ﹤0.01% 2002
2016
Q3 		$6.25M Sell
294,906
-3,768
-1% -$79.8K ﹤0.01% 1827
2016
Q2 		$6.34M Buy
298,674
+22,008
+8% +$446K ﹤0.01% 1750
2016
Q1 		$5.46M Buy
276,666
+24,180
+10% +$464K ﹤0.01% 1792
2015
Q4 		$4.67M Sell
252,486
-852
-0.3% -$15.1K ﹤0.01% 2023
2015
Q3 		$4.39M Sell
253,338
-9,853
-4% -$170K ﹤0.01% 2031
2015
Q2 		$4.46M Buy
263,191
+36,420
+16% +$634K ﹤0.01% 2195
2015
Q1 		$4.04M Sell
226,771
-39,612
-15% -$705K ﹤0.01% 2251
2014
Q4 		$4.66M Buy
+266,383
New +$4.69M ﹤0.01% 2153

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
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
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

UBS Group's ETX Position: Q1 2026 in Review

UBS Group increased its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 5.1% in Q1 2026, buying an estimated $130K and bringing the position to 141,701 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #4724.

UBS Group first reported a position in ETX in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.34M in Q2 2016. 41 funds tracked by Wall St. Rank hold ETX as of Q1 2026.

  • UBS Group held 141,701 shares of Eaton Vance Municipal Income 2028 Term Trust worth $2.6M as of Q1 2026.
  • UBS Group bought 6,895 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2026, an estimated $130K.
  • Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4724 holding.
  • UBS Group first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Eaton Vance Municipal Income 2028 Term Trust position peaked at $6.34M in Q2 2016.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.