Eaton Vance Municipal Income 2028 Term Trust
ETX- Exchange
- NYSE
- SEC CIK
- 0001563696
No open-market purchases or sales by Eaton Vance Municipal Income 2028 Term Trust insiders were filed in the last 90 days; 43 institutions reported holding it in 13F filings for Q2 2026, worth $47.4M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 40
- 0 vs. Q1 2021
- Shares held
- 2.01M
- +83.6K (+4.3%) vs. Q1 2021
- Total value
- $46.7M
- +$4.65M (+11.1%) vs. Q1 2021
- New holders
- 3
- 16 more added
- Sold out
- 3
- 7 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 43 | $47.4M |
| Q1 2026 | 42 | $44.6M |
| Q4 2025 | 42 | $46.6M |
| Q3 2025 | 35 | $46.6M |
| Q2 2025 | 35 | $43.3M |
| Q1 2025 | 36 | $42.0M |
| Q4 2024 | 40 | $41.8M |
| Q3 2024 | 35 | $44.7M |
| Q2 2024 | 42 | $47.7M |
| Q1 2024 | 44 | $44.7M |
| Q4 2023 | 48 | $46.1M |
| Q3 2023 | 46 | $40.6M |
| Q2 2023 | 43 | $39.3M |
| Q1 2023 | 40 | $40.2M |
| Q4 2022 | 41 | $38.5M |
| Q3 2022 | 34 | $39.2M |
| Q2 2022 | 34 | $38.8M |
| Q1 2022 | 37 | $41.2M |
| Q4 2021 | 41 | $45.9M |
| Q3 2021 | 41 | $45.7M |
| Q2 2021 | 40 | $46.7M |
| Q1 2021 | 40 | $42.0M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Northern Trust Corp | 10,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 89 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 275 | $6.00K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 370 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,372 | $55.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,000 | $70.0K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,500 | $128.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 6,450 | $150.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 7,000 | $163.0K | 0.03% | +7,000 | New |
| Ancora Advisors, LLC | 7,782 | $181.0K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 9,546 | $222.0K | 0.01% | +9,546 | New |
| Ameriprise Financial Inc | 10,948 | $255.0K | 0.00% | +575+5.5% | Added |
| Keybank National Association | 11,218 | $261.0K | 0.00% | +11,218 | New |
| Invesco Ltd. | 11,533 | $268.0K | 0.00% | −2,660−18.7% | Reduced |
| LPL Financial LLC | 12,408 | $289.0K | 0.00% | −2,463−16.6% | Reduced |
| Advisory Services Network, LLC | 13,979 | $325.0K | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 14,065 | $327.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 14,892 | $347.0K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 19,792 | $461.0K | 0.01% | +55+0.3% | Added |
| Royal Bank of Canada | 20,193 | $470.0K | 0.00% | +5,521+37.6% | Added |
| Raymond James & Associates | 21,347 | $497.0K | 0.00% | +528+2.5% | Added |
| Commonwealth Equity Services, LLC | 30,375 | $707.0K | 0.00% | +45+0.1% | Added |
| Van Eck Associates Corp | 34,717 | $808.0K | 0.00% | +8,617+33.0% | Added |
| First Foundation Advisors | 34,759 | $809.0K | 0.03% | −9,872−22.1% | Reduced |
| Stratos Wealth Partners, LTD. | 35,250 | $821.0K | 0.02% | +625+1.8% | Added |
| Stifel Financial Corp | 35,628 | $829.0K | 0.00% | −15,072−29.7% | Reduced |
| Merit Financial Group, LLC | 37,329 | $869.0K | 0.08% | +104+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 39,679 | $924.0K | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 39,784 | $926.0K | 0.00% | −14,770−27.1% | Reduced |
| Advisor Group Holdings, Inc. | 53,276 | $1.24M | 0.00% | +17,114+47.3% | Added |
| Janney Montgomery Scott LLC | 69,384 | $1.61M | 0.01% | +10,314+17.5% | Added |
| Usca Ria LLC | 84,647 | $1.97M | 0.12% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 92,851 | $2.16M | 0.01% | +18,101+24.2% | Added |
| Eaton Vance Management | 110,213 | $2.57M | 0.00% | +2,156+2.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 128,219 | $2.98M | 0.01% | −990−0.8% | Reduced |
| Walter & Keenan Financial Consulting Co | 131,100 | $3.06M | 1.05% | +9,900+8.2% | Added |
| UBS Group AG | 151,380 | $3.52M | 0.00% | +10,864+7.7% | Added |
| Bank of America Corp | 152,097 | $3.54M | 0.00% | −24,709−14.0% | Reduced |
| Morgan Stanley | 241,752 | $5.63M | 0.00% | +22,742+10.4% | Added |
| Wells Fargo & Company | 309,714 | $7.21M | 0.00% | +27,382+9.7% | Added |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −5,231−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,033−100.0% | Sold out |