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, Q3 2025
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Sep 30, 2025. 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
- 35
- 0 vs. Q2 2025
- Shares held
- 2.42M
- +14.2K (+0.6%) vs. Q2 2025
- Total value
- $46.6M
- +$3.37M (+7.8%) vs. Q2 2025
- New holders
- 2
- 11 more added
- Sold out
- 2
- 13 more reduced
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Huntington National Bank | – | $19 | 0.00% | – | – |
| Hara Capital LLC | 44 | $849 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 370 | $7.14K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 405 | $7.82K | 0.00% | −338−45.5% | Reduced |
| Rothschild Investment LLC | 787 | $15.2K | 0.00% | +10+1.3% | Added |
| Colonial Trust Co | 1,500 | $28.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,885 | $36.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,920 | $37.1K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10,900 | $210.4K | 0.02% | +1,500+16.0% | Added |
| Pensionmark Financial Group, LLC | 15,161 | $292.6K | 0.01% | +15,161 | New |
| Melfa Wealth Management, LLC | 15,372 | $296.7K | 0.17% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 16,675 | $321.8K | 0.04% | −1,290−7.2% | Reduced |
| Invesco Ltd. | 23,826 | $459.8K | 0.00% | +23,826 | New |
| Merit Financial Group, LLC | 26,239 | $506.4K | 0.00% | +1,904+7.8% | Added |
| Royal Bank of Canada | 26,917 | $519.0K | 0.00% | −1,955−6.8% | Reduced |
| Integrated Wealth Concepts LLC | 28,230 | $544.8K | 0.00% | −4,756−14.4% | Reduced |
| Truist Financial Corp | 31,271 | $603.5K | 0.00% | +112+0.4% | Added |
| Ameriprise Financial Inc | 31,998 | $617.6K | 0.00% | +4,034+14.4% | Added |
| Walter & Keenan Financial Consulting Co | 32,775 | $632.6K | 0.18% | −5,300−13.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 32,904 | $635.0K | 0.00% | −3,145−8.7% | Reduced |
| Advisor Group Holdings, Inc. | 35,835 | $686.3K | 0.00% | +18,493+106.6% | Added |
| We Are One Seven, LLC | 37,960 | $732.6K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 40,989 | $791.0K | 0.00% | +1,020+2.6% | Added |
| Van Eck Associates Corp | 46,012 | $888.0K | 0.00% | +23+0.1% | Added |
| LPL Financial LLC | 47,041 | $907.9K | 0.00% | +5,361+12.9% | Added |
| Stifel Financial Corp | 59,031 | $1.14M | 0.00% | +9,421+19.0% | Added |
| Sanctuary Advisors, LLC | 64,015 | $1.24M | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 84,558 | $1.63M | 0.00% | −1,772−2.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 107,387 | $2.07M | 0.06% | −16,773−13.5% | Reduced |
| Wells Fargo & Company | 125,457 | $2.42M | 0.00% | −2,846−2.2% | Reduced |
| Bank of America Corp | 128,526 | $2.48M | 0.00% | −6,077−4.5% | Reduced |
| UBS Group AG | 132,987 | $2.57M | 0.00% | −5,612−4.0% | Reduced |
| Raymond James Financial Inc | 229,424 | $4.43M | 0.00% | +12,475+5.8% | Added |
| Morgan Stanley | 399,735 | $7.71M | 0.00% | −3,524−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 578,500 | $11.2M | 0.02% | −10,704−1.8% | Reduced |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −12,615−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −2,465−100.0% | Sold out |