WIA
ETX

World Investment Advisors’s Eaton Vance Municipal Income 2028 Term Trust ETX Stock Holding History

World Investment Advisors’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 		$227K Buy
12,388
+141
+1% +$2.65K ﹤0.01% 1427
2025
Q4 		$229K Sell
12,247
-2,914
-19% -$55.8K ﹤0.01% 1320
2025
Q3 		$293K Buy
+15,161
New +$282K 0.01% 994

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

World Investment Advisors's ETX Position: Q1 2026 in Review

World Investment Advisors increased its Eaton Vance Municipal Income 2028 Term Trust (ETX) stake by 1.2% in Q1 2026, buying an estimated $2.65K and bringing the position to 12,388 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

World Investment Advisors first reported a position in ETX in Q3 2025 and has held it in 3 quarters since. The position peaked at $293K in Q3 2025. 41 funds tracked by Wall St. Rank hold ETX as of Q1 2026.

  • World Investment Advisors held 12,388 shares of Eaton Vance Municipal Income 2028 Term Trust worth $227K as of Q1 2026.
  • World Investment Advisors bought 141 Eaton Vance Municipal Income 2028 Term Trust shares in Q1 2026, an estimated $2.65K.
  • Eaton Vance Municipal Income 2028 Term Trust made up ﹤0.01% of World Investment Advisors's portfolio in Q1 2026, its #1427 holding.
  • World Investment Advisors first reported a position in Eaton Vance Municipal Income 2028 Term Trust in Q3 2025 and has held it in 3 quarters since.
  • World Investment Advisors's Eaton Vance Municipal Income 2028 Term Trust position peaked at $293K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Eaton Vance Municipal Income 2028 Term Trust as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.